Valur

Tools

Intelligent tools to help you keep more of what you earn and build lasting wealth. Analyze your tax planning documents and discover optimization opportunities.

Understanding My Trust Document

Professional-grade analysis to help you understand your trust document. Identify trust type (CRUT, GRAT, IDGT), beneficiaries, and key provisions in your trust.

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Get personalized tax optimization strategies from our team of experts. We help high-net-worth individuals maximize their wealth through advanced planning.

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More Tools Coming Soon

We're building additional tools to help you optimize your tax strategy, including QSBS analysis, charitable strategy planning, and generational wealth tools. Stay tuned for more intelligent solutions.

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