Community Impact
Estate planning has been a privilege of the wealthy for too long. DynastyOS exists to change that — delivering institutional-grade trust creation and generational wealth protection to the families who need it most, at prices that make it possible.
The Numbers That Demand Action
These are not abstract statistics. They represent families losing homes, land, and generational wealth every day because estate planning remains inaccessible.
is transferring between generations over the next 25 years — the largest wealth transfer in human history. Families without an estate plan will lose a significant share to probate, taxes, and legal fees.
Source: Cerulli Associates / Fortune, 2025
of American adults have no estate plan at all. Among Black families, trust ownership sits at roughly 8% compared to the national average of 11%.
Source: Caring.com 2025 Estate Planning Study; Trust & Will 2025 Report
in Black-owned land wealth has been lost since Reconstruction — much of it through heir property, forced partition sales, and the absence of estate planning documents.
Source: USDA Economic Research Service; Federation of Southern Cooperatives
of Black-owned farmland and family property is classified as heir property — vulnerable to forced sale, tax lien exploitation, and generational loss.
Source: USDA; U.S. Department of Agriculture Economic Research Service
Black and Hispanic families are 39% more likely than the national average to lack access to trustworthy legal and financial professionals for estate planning.
Source: Trust & Will 2025 Estate Planning Report
of family wealth is lost by the second generation. 90% by the third. The primary cause is not poor investments — it is the absence of planning, communication, and trust structures.
Source: Williams & Preisser, "Preparing Heirs"
What We Believe
Estate planning is not a luxury product. It is the infrastructure of generational stability. When a family has a trust, their home is protected. Their children's inheritance is secured. Their land stays in the family. When they do not, everything they built can be lost in a single generation.
The estate planning industry has failed to serve the families who need it most. Traditional attorneys charge $2,000 to $5,000. DIY services deliver template documents that banks reject and trusts that are never funded. And the communities most affected by the racial wealth gap — Black, Hispanic, rural, and first-generation wealth builders — are systematically underserved by both.
Williams Legacy Group was not built to provide charity. We were built to provide a better product at a better price to a market that has been overlooked. That is not altruism. That is opportunity — and obligation.
Every trust uses AI to generate customized, state-specific documents — not templates. Every document is reviewed by a licensed attorney. And every package includes trust funding guidance to ensure your assets are actually protected.
Heir property, family land, blended family dynamics, distrust of institutions, and multi-generational households are not edge cases — they are the norm for millions of American families. Our platform was designed with these realities from the beginning.
Our Legacy Guardian trust package starts at $299/month — a fraction of the $2,000–$5,000 attorneys charge. It includes attorney review, trust funding guidance, and lifetime updates. We did not lower quality to lower price. We used AI to deliver more at less cost.
Community Impact Scorecard
Targets for our first three years of operation. Updated quarterly with verified data.
3-Year Program Targets — Programs launch with platform availability
Heritage Protection Initiative
The Heritage Protection Initiative is our dedicated program for families with heir property — real estate passed down without a will or trust that creates fractional ownership and leaves land vulnerable to forced partition sales, tax lien exploitation, and involuntary loss.
Any co-owner — even one holding a 1/16th interest — can petition the court for a forced sale. Speculators purchase fractional interests specifically to trigger partition sales for profit. We exist to stop that.
Learn About Heritage ServicesCommunity Programs
Every program is funded by business revenue — not donations. Sustainable impact, not charity.
Protecting family land from involuntary loss through heir property resolution, land patent research, and quiet title coordination.
Goal: Protect 10,000 acres within 3 years
Subsidized trust creation at 50% of standard pricing for first-generation wealth builders. Full-service package including attorney review — not a reduced-service offering.
Capacity: 500 families in Year 1
Training the next generation of wealth protectors. DynastyOS partner certification, subsidized platform access, and structured mentorship for BIPOC financial professionals.
Goal: 100 advisors trained within 2 years
Free 90-minute estate planning workshops hosted at churches, community centers, and civic organizations. Estate planning education where families already gather.
Goal: 50 partnerships, 200 workshops within 2 years
Voices from the Community
My grandmother owned land in Mississippi for 60 years but never had a trust. When she passed, it took our family three years and $40,000 in legal fees to sort out. If DynastyOS had existed then, none of that would have happened.
I always thought estate planning was for wealthy people. A trust felt like something out of reach. When I saw the pricing and realized it included everything — the attorney review, the funding help — I knew this was built for families like mine.
As a financial advisor serving primarily Black and Hispanic families, I have seen the damage that no estate plan causes. DynastyOS gives me a tool I can actually recommend to my clients without worrying about the cost barrier.
Community Partnerships
We partner with churches, community organizations, HBCUs, civic groups, and professional associations to deliver estate planning education to the communities that need it most.
National Baptist Convention, AME Church, COGIC, Hispanic parishes, and local congregations across America.
NAACP chapters, Urban League affiliates, Greek-letter organizations, and veteran service organizations.
Howard, Spelman, Morehouse alumni associations, National Bar Association, and community development institutions.
Take the First Step
Every family deserves a legacy. Not just the wealthy ones. Institutional-grade estate planning, starting at $99/month.