How Do Wealth.com 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

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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 Wealth.com? That’s a smart first step — they help you handle wills, revocable trusts, and basic estate documents. Valur takes you from planning to meaningful tax savings, advanced trust structures, and long-term trust administration.

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 Wealth.com? That’s a smart first step — they help you handle wills, revocable trusts, and basic estate documents. Valur takes you from planning to meaningful tax savings, advanced trust structures, and long-term trust administration.

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.

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Why Advisors and Founders Prefer Valur
Alongside Wealth.com

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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 Wealth.com Doesn’t
See how we stack up.

FEATURE
Type of Planning
Advanced, tax-advantaged trusts (GRATs, CRUTs, QSBS, SLATs)
Revocable trusts, wills, and directives
Projected Tax Savings
Upfront ROI projections → $100K to $1M+
Focuses on basic estate planning only
Execution
Complete setup + funded trust in 24–48 hrs
Document prep → execution left to you
Ongoing Administration
Annual filings, K1s, tax-loss harvesting, trust reviews
Post-setup → client responsible
Optimization Features
Intrafamily loans, asset swaps, tax-loss harvesting, trust administration optimization
Not built for tax or ROI planning
Pricing
$0 setup → Flat annual fee starting at $1.5K/year
Flat fee for documents only; no ongoing admin
Best For
Founders, HNW individuals, complex family planning
Clients building basic estate plans

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.

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