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Veros

Verostrust is a digital estate planning platform that makes professionally managed revocable trusts accessible to mainstream families. The service automates ongoing trust administration—including retitling assets and updating plans—while a licensed attorney reviews every deed and a professional trustee provides oversight. Users can draft a trust in a single afternoon and retain full control over their assets.

Traction –/10
Sioux Falls, United States · HQ
450+ followers
  • Legal Technology
  • Software Only
  • Artificial Intelligence
Updated 5 days ago

Funding

Funding rounds are not available yet.

Founders

Founder details are not available yet.

Product

Problem

Most families never set up an estate plan because traditional trust creation is expensive, requires scarce attorney time, and demands continuous maintenance. Many who do create a trust either leave it unsigned or fail to fund it, meaning their assets are not actually protected. The ongoing work of retitling property, tracking accounts, and keeping plans current as life changes is too complex for most people to handle alone.

Solution

Verostrust is a digital estate planning platform that makes professionally managed revocable trusts accessible to mainstream families. The service uses software and AI to handle the continuous administrative work of trust management, including retitling the house, tracking accounts, and updating plans as life circumstances evolve. A licensed attorney still reviews every deed before signing, ensuring legal accuracy and personal oversight. A professional trustee oversees each trust, combining human care with automated efficiency to keep plans current and functional. The platform guides users through a quick qualification assessment to determine if a trust is right for them, then facilitates drafting the trust in a single afternoon.

Target Audience

Primary customers are middle-class families with children under 18, homeowners, and business owners who have accumulated assets but lack access to the trust planning services typically reserved for wealthy families.

Features

  • Automated trust administration that handles retitling, account tracking, and plan updates as life changes occur
  • Licensed attorney review of every deed before signature to ensure legal validity
  • Professional trustee oversight for ongoing trust management
  • Guided qualification questionnaire that helps users determine if a trust is right for them in about one minute
  • Revocable trust structure allowing users to change, update, or cancel their trust at any time while alive
  • Asset ownership and control retained entirely by the user throughout the trust's life
  • Trust keeps assets out of probate, providing a clear plan for seamless asset transfer to beneficiaries
This profile is AI-generated and may contain inaccuracies.