Turn complex trust documents into clear, actionable insights

Save Hours Reviewing Trusts with Valur's My Trust
Guide

Understand CRUTs, IDGTs, GRATs, and more. Eliminate manual document parsing and focus on high-value client advisory

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Understand Complex Trust Documents
in seconds!

Experience seamless trust analysis with My Trust Guide.

Instantly identify complex trust structures like CRUTs, IDGTs, and GRATs, and receive actionable insights tailored to your clients’ needs.

Eliminate the hours spent manually reviewing documents, my trust guide delivers clear, client-ready reports.

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.

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Empower your advisory practice with faster onboarding, more accurate document reviews

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Instant Trust Identification

Automatically classify CRUTs, IDGTs, GRATs, and other complex trust structures in seconds.

Client-Ready Reports

Generate professional, easy-to-understand summaries for seamless client presentations.

Optimization Insights

Spot planning opportunities and potential tax savings with every review

Advisor Centric Design

Built specifically for financial advisors to streamline onboarding, estate reviews, and tax planning.

Conversational Insights

Effortlessly get answers to your trust-related questions by simply typing them in natural language.

Designed for Advisors Who Deliver Real Value

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

What happens if your client sells their company this year?

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Execution

No bottlenecks. Signed, funded, compliant.

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Ongoing Support

Filings, distributions, optimization, available on demand.

Reduce your tax bill — fast

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

Talk to our expert team
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