From our full-service, end-to-end process to our client-friendly pricing, there are myriad reasons to make us your go-to tax planners
Create the legal document, set up tax-advantaged accounts and transfer assets all at no cost.
Optimize your use of the accounts from managing distributions, intrafamily loans, asset swaps and much more (it's all included at no cost).
Set up the trust and transfer the assets in 24 hours via our website. No more waiting months and trying to find documents in email chains.
Access to best in class support (on-demand via email, calls and our platform) and administration services at a fraction of competitors.
Within 24 hours of you completing our onboarding process, we’ll send you an attorney-vetted, legally valid trust agreement and a summary of the trust’s terms. Then, we’ll help you get the trust agreement signed and notarized so that it’s legally binding.
Your trust will need a brokerage account and potentially other types of accounts. We’ll help open those accounts and make sure they’re ready when you need them.
Charitable trusts are required to file annual federal (and in some cases state) tax returns. When you receive a distribution, the trust will issue a K-1 to you. We’ll generate those K-1’s and we’ll track the trust’s income and expenses and keep the trust in compliance.
The assets that you transfer to the trust may need to be appraised in order to qualify for tax benefits. We’ll facilitate the necessary valuations. We’ll also help you transfer assets.
We’ll work with you (and your financial advisor if you have one) to design a distribution schedule that fits neatly into your family’s financial plans.
We can help you increase returns for a NIMCRUT by an extra 50% over the life of the trust by making a few simple moves every year — to offset capital gains with any losses, and to reset your cost basis.
Talk to us any time, with no hourly fees.
Through our platform, you can: remove and appoint trustees, allow trustees to resign, name or change charitable beneficiaries, rename trusts, make technical amendments, move trust to a different state, monitor the trust’s investment performance in real time and monitor annual unitrust or annuity payments.
Up to 20 clones per month
Business, Technology
1 User
3 months
3 months
-
Up to 20 clones per month
Business, Technology
1 User
3 months
3 months
-
Up to 20 clones per month
Business, Technology
1 User
3 months
3 months
-
Within 24 hours of you completing our onboarding process, we’ll send you an attorney-vetted, legally valid trust agreement and a summary of the trust’s terms. Then, we’ll help you get the trust agreement signed and notarized so that it’s legally binding.
Your trust will need a brokerage account and potentially other types of accounts. We’ll help open those accounts and make sure they’re ready when you need them.
A non-grantor trust is required to file federal (and in some cases state) income tax returns each year that it generates income. When a beneficiary receives a distribution, that beneficiary receives a K-1 from the trustee. We’ll generate those K-1’s, and we’ll track the trust’s income and expenses and keep the trust in compliance.
When you gift assets to a trust, we will generate a gift tax return so that you can properly report the gift and avoid future tax issues that might result from a failure to report.
The assets that you transfer to the trust may need to be appraised in order to qualify for tax benefits. We’ll facilitate the necessary valuations. We’ll also help you transfer assets.
Through our platform, you can lend to the trust, borrow from the trust, track and automate interest and principal payments on loans, and assign, forgive, or refinance existing loans.
Talk to us any time, with no hourly fees.
Through our platform, you can: remove and appoint fiduciaries, allow fiduciaries to resign, set fiduciary compensation, rename trusts, move trust to a different state, monitor investments, generate letters of wishes with guidance for fiduciaries re: investments and/or distributions and combine, divide, decant or amend trusts, among other things.
Up to 20 clones per month
Business, Technology
1 User
3 months
3 months
-
Up to 20 clones per month
Business, Technology
1 User
3 months
3 months
-
Up to 20 clones per month
Business, Technology
1 User
3 months
3 months
-
Within 24 hours of you completing our onboarding process, we’ll send you an attorney-vetted, legally valid trust agreement and a summary of the trust’s terms. Then, we’ll help you get the trust agreement signed and notarized so that it’s legally binding.
Your trust will need a brokerage account and potentially other types of accounts. We’ll help open those accounts and make sure they’re ready when you need them.
When you fund a GRAT, you should report the gift on a gift tax return even if the GRAT is technically “zeroed out.” Valur generates a gift tax return so that you can properly report the GRAT and avoid future tax issues that might result from a failure to report.
The assets that you transfer to the trust may need to be appraised for gift tax purposes. We’ll facilitate the necessary valuations. We’ll also help you transfer assets.
Valur will notify you when assets reach levels where swapping them out will likely increase after-tax returns. Then, with your consent, the asset will be swapped for cash or a promissory note. Whenever an annuity payment is due, a portion of the outstanding note will be distributed to you. When the GRAT terminates, the remaining principal will be distributed to the remainder beneficiaries.
Use our platform to monitor a trust’s investment performance in real time and track annual annuity payments.
Talk to us any time, with no hourly fees.
remove and appoint fiduciaries, allow fiduciaries to resign, rename a GRAT and move a GRAT to a different state.
Up to 20 clones per month
Business, Technology
1 User
3 months
3 months
-
Up to 20 clones per month
Business, Technology
1 User
3 months
3 months
-
Up to 20 clones per month
Business, Technology
1 User
3 months
3 months
-
Within 24 hours of you completing our onboarding process, we’ll send you an attorney-vetted, legally valid trust agreement and a summary of the trust’s terms. Then, we’ll help you get the trust agreement signed and notarized so that it’s legally binding.
Your trust will need a brokerage account and potentially other types of accounts. We’ll help open those accounts and make sure they’re ready when you need them.
It may be necessary to file federal and sometimes state income taIt may be necessary to file income tax returns each year that the trust generates income. Valur does this and also keeps detailed records of each trust’s income and expenses.x returns each year that the trust generates income. Valur does this and also keeps detailed records of each trust’s income and expenses.
When you gift assets to a trust, we will generate a gift tax return so that you can properly report the gift and avoid future tax issues that might result from a failure to report.
The assets that you transfer to the trust may need to be appraised for gift tax purposes. We’ll facilitate the necessary valuations. We’ll also help you transfer assets.
You or your fiduciaries can use Valur to combine multiple trusts into a single trust for ease of administration, split an existing trust into two or more trusts, distribute the trust’s assets to a new trust with different terms, and amend certain technical provisions.
You can set up recurring annual gifts to the trust so that the trust can take advantage of the gift tax annual exclusion. In order for the trust to qualify for the exclusion, the IRS requires that you send notices to the adult beneficiaries and the parents of minor beneficiaries each time a gift is made to the trust. Valur handles those letters for you.
Through our platform, you can lend to the trust, borrow from the trust, track and automate interest and principal payments on loans, and assign, forgive, or refinance existing loans.
Talk to us any time, with no hourly fees.
Through our platform, you can: remove and appoint fiduciaries, allow fiduciaries to resign, set fiduciary compensation, rename trusts, move trust to a different state and generate letters of wishes with guidance for fiduciaries re: investments and/or distributions.
Up to 20 clones per month
Business, Technology
1 User
3 months
3 months
-
Up to 20 clones per month
Business, Technology
1 User
3 months
3 months
-
Up to 20 clones per month
Business, Technology
1 User
3 months
3 months
-
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