How Do Vanilla 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

A couple of people standing next to each other.
A picture of a computer screen with the word non grator on it.A picture of a computer screen with the word non grator on it.A picture of a computer screen with the word non grator on it.A picture of a computer screen with the word non grator on it.

Document Prep Is Just Step One

Already using Vanilla? That’s a great start.

Vanilla helps with core estate planning: wills, revocable trusts, and helping clients visualize their plan.

Valur brings the next layer: 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.

Already using Vanilla? That’s a great start.

Vanilla helps with core estate planning: wills, revocable trusts, and helping clients visualize their plan.

Valur brings the next layer: 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.

A screen shot of a web page with a number of items on it.

Why Advisors and Founders Prefer Valur
Alongside Vanilla

A blue and white business card sitting on top of a computer keyboard.

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 Vanilla Doesn’t
See how we stack up.

FEATURE
Types of Planning
Advanced, tax-advantaged structures (GRATs, CRUTs, QSBS Stacking)
Core estate planning (wills, revocable trusts, gifting templates)
Tax Impact Modelling
Interactive, multi-strategy simulations with savings projections
Limited to point-in-time estate tax exposure
Execution
End-to-end: custom docs, e-signature, trust funding — all in-platform
Document prep only; execution handled separately
Ongoing Administration
Built-in tools: K-1s, trust accounting, distributions, compliance
No ongoing administration help after setup
Optimization Tools
Strategy engine: income modeling, tax-loss harvesting, asset swaps
Basic visualization. No forward-looking planning or optimization tools
Pricing
Flat annual fee (starts at $1.5K), no setup fees
High per-seat fees for planing; often AUM-based or hourly legal fees
Time to Completion
Trusts signed and funded in 24–48 hours
Planning is long term, and setup can take weeks or months

Trust Companies

Valur

Banks

ACCOUNTS

Clones

Up to 20 clones per month

Categories

Business, Technology

User Limit

1 User

DESIGN INTERACTIONS

Lottie Animation

3 months

Design Interactions

3 months

DESIGN INTERACTIONS

Clones

Categories

-

ACCOUNTS

Clones

Up to 20 clones per month

Categories

Business, Technology

User Limit

1 User

DESIGN INTERACTIONS

Lottie Animation

3 months

Design Interactions

3 months

DESIGN INTERACTIONS

Clones

Categories

-

ACCOUNTS

Clones

Up to 20 clones per month

Categories

Business, Technology

User Limit

1 User

DESIGN INTERACTIONS

Lottie Animation

3 months

Design Interactions

3 months

DESIGN INTERACTIONS

Clones

Categories

-

Built for Advisors Who Want More Than Paperwork

We built Valur because most platforms stop too soon. HNW individuals, and advisors use Valur when they want:

Reduce your tax bill — fast

Our team of experts will help you evaluate the most promising strategies in minutes.

Valur
Most Promising Fintech Companies
2024
Badge
Business Insider