How Do Holistiplan and Valur Stack Up?
Go Beyond Insights & Document Preparation to Capture Real Tax Savings.
Valur’s tax strategy software and services handle the details so you can focus on building your wealth
Document Prep Is Just Step One
Already using Holistiplan? Great call, it’s a helpful tool for identifying tax savings in the $5,000–$10,000 range on annual returns. But what about the bigger picture? The hundreds of thousands to millions you could save with advanced tax planning?
That’s where Valur comes in: modeling tax savings on a structure by structure level, full execution from the trust document creation to account openings and asset transfer support to the ongoing trust administration, all in one platform.
Why Advisors and Founders Prefer Valur
Alongside Holistiplan
No Up-front Costs
Flat annual fee starting at $1.5k, to avoid uncertain hourly billing.
All-in-One Platform
From creating legal docs to funding trusts and ongoing admin.
Speed Matters
Get trusts signed and funded in 24 to 48 hours, not weeks.
Real Tax Savings
Interactive modeling shows projected ROI before you commit.
Peace of Mind
Annual K-1 filings, trust compliance, and tax-loss harvesting built in.
Where Valur Adds What Holistiplan Doesn’t
See how we stack up.
Trust Companies
Valur
Banks
Clones
Up to 20 clones per month
Categories
Business, Technology
User Limit
1 User
Lottie Animation
3 months
Design Interactions
3 months
Clones
Categories
-
Clones
Up to 20 clones per month
Categories
Business, Technology
User Limit
1 User
Lottie Animation
3 months
Design Interactions
3 months
Clones
Categories
-
Clones
Up to 20 clones per month
Categories
Business, Technology
User Limit
1 User
Lottie Animation
3 months
Design Interactions
3 months
Clones
Categories
-
Built for Advisors Who Want More Than Paperwork
Reduce your tax bill — fast
Our team of experts will help you evaluate the most promising strategies in minutes.
