Document Acceptance Guarantee

If Your Bank Rejects It, We Fix It — Or You Don't Pay

Every trust document prepared by DynastyOS is AI-generated, attorney-reviewed, and institution-tested. If any financial institution rejects your documents, we resolve it at no cost — or refund your most recent payment in full.

Get Protected How It Works
AI-Generated
Attorney-Reviewed
Institution-Tested
Acceptance Guaranteed

The Industry's Dirty Secret

Most Online Trust Documents Get Rejected

The number one complaint against online estate planning services is document rejection. Real people pay $400, $500, even $800 for a trust package, only to walk into their bank and hear: "We can't accept this."

When your trust documents are rejected, you are stuck. You paid for a service. You received documents. But those documents do not work. And now you need to hire an attorney to fix them — costing another $1,000 to $3,000.

DynastyOS eliminates this risk entirely.

LegalZoom

Customers report banks, brokerages, and title companies refusing documents due to missing provisions, incorrect formatting, or language that does not meet institutional requirements.

Trust & Will

Customers have discovered trusts created without including their primary residence — the single most valuable asset most families own.

DIY Templates

Rejected at even higher rates because they lack state-specific provisions, proper notarization blocks, and recording-ready language.

Our Promise

The DynastyOS Document Acceptance Guarantee

Every trust document prepared by Williams Legacy Group is backed by our Document Acceptance Guarantee. If any financial institution, title company, or government agency rejects a WLG-prepared trust document, we will work directly with that institution to resolve the issue at no additional cost to you. If we cannot resolve it, we will provide a full refund of your most recent monthly payment. No fine print. No runaround. No excuses.

AI-Generated

State-specific legal requirements built into every document. Not templates with your name dropped in.

Attorney-Reviewed

Licensed professional reviews every document before delivery. Human oversight on every trust.

Institution-Tested

Tested against acceptance standards of major banks, brokerages, and title companies before delivery.

Properly Formatted

Notarization blocks, witness provisions, and recording-ready language for every jurisdiction.

Simple Process

How the Guarantee Works

Three steps. You do not need to go back to the institution yourself.

1
Report the Rejection
Contact us within 30 days via your dashboard, email, or phone. Tell us which institution and why.
2
We Resolve It Directly
Within 5 business days, we review, correct, and contact the institution on your behalf.
3
Accepted or Refunded
Once confirmed, the matter is closed at no cost. If unresolved in 30 days, full refund.

Full Coverage

What's Covered

The guarantee applies to all trust-related documents prepared by DynastyOS, across all plan tiers.

Documents Covered

Revocable Living Trust
Irrevocable Trust
Certificate of Trust
Declaration of Trust
Trust Amendments
Trust Restatements
Pour-Over Will
Assignment of Property
Transfer-on-Death Deed
Community Property Agmt.
Power of Attorney
Healthcare Directive

Institutions Covered

  • ✓ Banks and credit unions
  • ✓ Brokerage firms and investment companies
  • ✓ Insurance companies
  • ✓ Title companies
  • ✓ County recorders and government agencies
  • ✓ Retirement plan administrators
  • ✓ Mortgage servicers

Transparency

What's Not Covered

We believe in complete transparency. Here are the situations where the guarantee does not apply.

If you alter the documents after delivery, DynastyOS cannot guarantee acceptance of the modified version. Our documents are precision-engineered for your state and situation — modifications can introduce issues that institutions will flag.
Documents must be signed, notarized, and witnessed according to the instructions provided by DynastyOS. We provide clear step-by-step execution instructions with every document package.
If an institution changes its acceptance requirements after your documents were prepared, DynastyOS will update your documents at no charge — but the guarantee refund does not apply. We proactively monitor for policy changes and notify affected clients.
If an institution rejects a trust transfer due to account restrictions, fraud holds, or identity verification failures unrelated to the trust document itself, the guarantee does not apply. These are institution-side issues outside the scope of document quality.
The guarantee covers only documents prepared by DynastyOS. If you bring documents from LegalZoom, Trust & Will, or another provider, they are not covered until DynastyOS reviews and reissues them as part of your plan.
If state law requires re-execution after a certain period (for example, healthcare directives in some states), the guarantee covers the original acceptance period only. DynastyOS will remind you of re-execution deadlines as part of your plan.

Why No Other Service Offers This

DynastyOS vs. The Competition

Online estate planning services end at document delivery. Your problem begins at document delivery. DynastyOS is built differently.

Capability LegalZoom Trust & Will DynastyOS
AI-powered document generation ~ ~ ✓
Attorney review before delivery Extra $249+ Extra $299 Included
State-specific legal compliance Template-based Template-based AI-validated
Institution acceptance testing ✕ ✕ ✓
Direct institution intervention on rejection ✕ ✕ ✓
Document acceptance guarantee ✕ ✕ ✓ Yes
100%
Attorney-Reviewed Documents
50
States Covered
12+
Trust Types Supported
5 days
Resolution Commitment
Document Acceptance Guarantee

Accepted by Your Bank. Guaranteed.

Every plan. Every tier. Every document. If your financial institution rejects it, we own it.

Get Protected Talk to Our Team

Available on all plans: Legacy Starter, Legacy Guardian, Legacy Architect, Dynasty Command