Tools We Trust
The financial tools we recommend to every VeraLife client — vetted, useful, and aligned with your family's goals.
Disclosure: Some links on this page may earn VeraLife a referral fee at no cost to you. We only recommend tools we'd stand behind regardless of compensation.
Where to start
These three tools address the most common gaps we see in families we work with. After you protect your family with life insurance, these are the logical next moves.
Trust & Will
Make your life insurance official
You named beneficiaries — now make it legally binding. Create a will or trust in minutes and ensure your policy actually reaches your family.
Greenlight
Teach your kids real money skills
The family debit card + investing app. Set allowances, chores, and savings goals from your phone. Invest in stocks together from day one.
SoFi
Bank, invest, and borrow smarter
High-yield savings (up to 4.6% APY), commission-free investing, personal loans, and financial planning tools — all in one app.
LawDepot
Legal documents made simple
Create wills, power of attorney, living wills, and other legal documents in minutes. Lawyer-quality templates you can customize and download instantly.
More tools worth knowing
Solid options for specific situations — from micro-investing for beginners to credit building for families starting fresh.
Acorns
Invest your spare change automatically
Round up everyday purchases and invest the difference. Acorns makes growing wealth automatic — perfect for busy families.
Betterment
Smarter long-term investing
Award-winning robo-advisor with personalized portfolios, tax-loss harvesting, and retirement planning. Set it and let it grow.
M1 Finance
Invest, borrow, and bank in one place
Build custom investment portfolios with automated investing, plus a high-yield account and flexible borrowing. No management fees.
Chime
Banking that works for you
No monthly fees, no minimums, early direct deposit up to 2 days early, and automatic savings. Banking built for everyday Americans.
Self
Build credit while you save
A credit-builder account that helps you establish or improve credit history while building savings. No hard credit pull to apply.
SmartCredit
Understand and improve your credit
Monitor your credit score, get personalized action plans, and access tools to build better credit. Know where you stand before applying for anything.
Protection first. Everything else follows.
These tools matter most when the foundation is in place. If you haven't locked in your life insurance yet, that's the starting point.