COMPETITIVE PRICING, BEST-IN-CLASS SERVICE

Valur Pricing

First things first: Legacy service providers charge prohibitive up-front fees for uncertain returns. We don't want you to pass up an opportunity because of the cost, so we offer all of this at no cost: Unlimited consultations with our expert team | Generate & finalize your legally valid trust agreement | Establish & maintain trust's financial accounts | Asset appraisal and transfer support.

Once your trust is funded, here is our approach:

TRUST ESSENTIALS

Our core offering. Self-service trust creation (with dedicated customer service available, plus full-service funding, accounting, and administration)

$1,500 + 0.25% of trust assets

per trust, per year

Content & calculators to help you choose your strategy
Content & calculators to help you choose your strategy

Use our calculators and content to identify the right tax mitigation strategy for you. Test different assumptions, try different trust formats, review the short- and long-term results, and then get started.
Generate & finalize your legally valid trust agreement
Generate & finalize your legally valid trust agreement
‍
After a simple onboarding process, we'll present you with a plain-language version of your trust so you know what you're getting. Then, when you're ready, we'll present a final version and help you get it notarized so it's fully legally binding (and so you get all of the tax benefits).
Establish & maintain trust's financial accounts
Establish & maintain trust's financial accounts
‍
In order to hold your assets, your trust will need a variety of accounts, including custodial accounts to hold public stock, private equities, and the like; and more. We'll set those up for you and make sure they're ready when you need them.
Asset appraisal & transfer support
Asset appraisal & transfer support
‍
To unlock all of the benefits of your charitable trust, you'll need an appraisal for each of the trust's assets, and you'll have to transfer the initial assets into the trust. We'll facilitate the necessary valuations and help you transfer your assets.
IRS registration & annual trust tax filings
IRS registration & annual trust tax filings
‍
As an independent, tax-exempt entity, your trust needs its own tax ID number, and it'll be required to file its own annual taxes. We handle all of that so you don't have to.
Ongoing trust administration & accounting
Ongoing trust administration & accounting
‍
Accounting is key feature of charitable trusts. Some of the biggest tax benefits accrue only if you follow a relatively complex set of rules about asset ownership and annual distributions. We'll make sure you don't stumble over anything.

TALK TO US

Set up your trust ➞

OPTIMIZED TRUST

Work with us to design your trust's setup, trades, and distributions to optimize your returns

$1,500 + 0.30% of trust assets

per trust, per year

Everything in TRUST ESSENTIALS, plus...
Distribution support to optimize your annual payouts
Distribution support to optimize your annual payouts
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We'll work with you (and your financial advisor, if you choose to have one) to design a distribution schedule that fits neatly into your family's financial plans.
Tax- & trust-loss harvesting to increase total payouts
Tax- and trust-loss harvesting to increase total payouts
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If you choose a NIMCRUT, we can help you increase your returns by an extra 50% over the life of your trust by making a few simple moves every year -- to offset capital gains with any losses, and to reset your cost basis according to trust rules. Let us know if you'd like to learn more.
On-demand customer support
On-demand customer support:
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Self explanatory. At this level, we'll be on call at all hours to make sure your trust is running according to plan. Need help transferring assets into the trust? We're on it. Considering a major investment and want to know how it'll work inside the trust? Just ask.

TALK TO US

Set up your trust ➞

ELEVATED TRUST + INVESTMENT

Level up your returns with our integrated trust administration and investment management service

$1,500 + 0.40% of trust assets

per trust, per year

Everything in OPTIMIZED Trust, plus...
Investment risk profile
Investment risk profile
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If you choose not to pay a financial advisor to invest your trust assets, we can do that for you, too. We'll start by assessing your investing profile -- What is the optimal mix of assets for you, given your age, risk appetite, and family situation? Then we'll place your trust's funds into an automated investment portfolio that will be diversified and rebalanced accordingly.
Automated, robo-advisor investment portfolio
Automated, robo-advisor investment portfolio
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If you choose not to pay a financial advisorto invest your trust assets, we can do that for you, too. We'll start by assessing your investing profile -- What is the optimal mix of assets for you, given your age, risk appetite, and family situation? Then we'll place your trust's funds into an automated investment portfolio that will be diversified and rebalanced accordingly.

TALK TO US

Set up your trust ➞

COMPARISON

Premium features. Best pricing in the business.
See how we stack up.

JP Morgan

Charles Schwab

Valur

Northern Trust

Wilmington Trust

COST

Starting at 0.55%
($15k minimum)

Starting at 0.50%
($5k minimum)

Starting at 0.25%
+ $1500

Starting at 0.40%
($20k minimum)

Starting at 0.60%
($8k minimum)

PLANNING

ROI calculators

Guides & educational content

PAPERWORK

Trust agreement

Trust account setup & maintenance

Annual trust tax filings & registration

Trust administration & accounting

Asset appraisal & transfer support

OPTIMIZATION

Distribution optimization

Tax-loss harvesting

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

WHAT IT COSTS

$0 until funding | Reduced fees until liquidity

Legacy service providers charge prohibitive up-front fees for uncertain returns. We don't want you to pass up an opportunity because of the cost, so we offer all of this at no cost:

Unlimited consultations with our expert team
Generate & finalize your legally valid trust agreement
Establish & maintain trust's financial accounts
Asset appraisal & transfer support

Plus, we know what it means to be a founder, so our fees are reduced — just $5000 per year — while your shares are illiquid

AND THEN

0.25% of trust assets per year*

Once you've funded your trust with real assets, we step into the role of trust administrator and accountant, and we charge a simple annual fee. Here's what you get for your money:

IRS registration & annual trust tax filings
Ongoing trust administration & accounting
On-demand customer support

* Tiered pricing: Trusts > $10 million receive a reduced rate

COMPARISON