Institutional-Grade Protection.
Family-Friendly Pricing.

The same trust structures used by the Rockefellers and Rothschilds — starting at $99/month. No upfront fees. No hidden costs. Attorney-reviewed. Fully funded.

Choose Your Level of Protection

Every plan includes attorney review, document guarantee, and access to Dynasty Academy. Upgrade anytime.

Legacy Starter

$99/mo

Essential trust protection for individuals and couples

  • Revocable Living Trust
  • 1 trust structure
  • AI-powered analysis
  • Document generation
  • Attorney review included
  • Email support
  • Annual trust review
  • Dynasty Academy access
Get Started
Most Popular

Legacy Guardian

$299/mo

Comprehensive protection for growing families

  • Up to 3 trust structures
  • Full AI synthesis & recommendations
  • Trust funding concierge
  • Phone & email support
  • Quarterly trust reviews
  • Heritage services access
  • Beneficiary management
  • Document Acceptance Guarantee
Get Started

Legacy Architect

$499/mo

Advanced structures for high-net-worth families

  • Up to 6 trust structures
  • Complex trusts: GRAT, SLAT, IDGT
  • Priority attorney review
  • Monthly trust reviews
  • Dedicated advisor
  • Tax optimization analysis
  • Multi-entity coordination
  • Heritage services included
Get Started

Dynasty Command

Custom

Family office-level service for complex estates

  • Unlimited trust structures
  • Full dynasty planning
  • Family office-level service
  • Quarterly strategy sessions
  • Dedicated planning team
  • Multi-generational planning
  • Heritage & asset recovery
  • Concierge everything
Contact Us

Included in Every Plan

No matter which plan you choose, you get institutional-grade infrastructure protecting your family's legacy.

Attorney Review on Every Document

Every trust document is reviewed by a licensed attorney before delivery. No exceptions.

50-State Compliance

State-specific trust language and filing requirements handled automatically. Move states? We update your documents.

AES-256 Bank-Grade Encryption

Your data is protected with the same encryption used by the Department of Defense and major financial institutions.

Triple Lock Security Protocol

Xavier Security Architecture with JWT authentication, role-based access control, and tamper-evident audit logs.

Document Acceptance Guarantee

If any financial institution rejects a DynastyOS document, we'll work with them to resolve it at no additional cost.

Dynasty Academy Access

On-demand education modules covering trust basics, estate planning, wealth preservation, and generational strategy.

How We Compare

See how DynastyOS stacks up against the alternatives your family is considering.

Feature DynastyOS Starter LegalZoom Trust & Will Traditional Attorney
Monthly cost $99/mo $249 one-time $159 one-time $3,000–$10,000
Trust types available 12+ structures 2–3 basic 2–3 basic Varies by firm
Attorney review Included Add-on ($599+) Not available Included
Trust funding Full concierge Not included Not included Rarely included
Heritage services Available No No No
Annual / ongoing review Included Not included $19/mo add-on $500–$1,000/yr
Document guarantee Yes Limited Limited Yes
Completion time 72 hours 2–4 weeks Instant (unreviewed) 2–6 weeks
50-state coverage Yes Yes Yes 1–5 states

The Trust That Actually Works

Other platforms charge you to create a trust that doesn't work. We ensure every trust is funded — because an unfunded trust is just an expensive piece of paper.

Traditional Attorney

$5,000

One-time fee

  • ✓ Attorney drafted
  • ✗ No funding assistance
  • ✗ No ongoing review
  • ✗ Additional fees to update

DIY Platform (LegalZoom)

$249

One-time fee

  • ~ Template-based
  • ✗ No funding (70% fail)
  • ✗ No attorney review
  • ✗ No ongoing support

DynastyOS

$99/mo

Starting price, cancel anytime

  • ✓ Attorney reviewed
  • ✓ Fully funded (guaranteed)
  • ✓ Ongoing reviews included
  • ✓ Updates at no extra cost

70% of trusts created on DIY platforms fail because they are never funded.

An unfunded trust offers zero protection. Your assets pass through probate exactly as if the trust didn't exist. DynastyOS is the only platform that includes trust funding concierge — we retitle your accounts, update beneficiary designations, and confirm every asset is properly funded. Your trust works from day one.

Frequently Asked Questions

Your subscription includes trust document creation, attorney review, trust funding concierge (Guardian and above), ongoing document updates, annual or quarterly reviews depending on your tier, access to Dynasty Academy, 50-state compliance, bank-grade security, and our Document Acceptance Guarantee. There are no hidden fees or surprise charges.
Yes. You can upgrade at any time, and your new tier takes effect immediately. Your existing trusts and documents carry forward — nothing is lost. If your family's needs grow and you need additional trust structures or more complex planning, upgrading is seamless. You can also add Heritage Services to any Guardian tier or above.
No. All plans are month-to-month with no long-term commitment. You can cancel at any time. If you cancel, you retain all documents that have already been created. We also offer a 30-day money-back guarantee — if you're not satisfied within your first 30 days, we'll refund your payment in full.
You don't need to hire your own attorney. Every DynastyOS trust document is reviewed by a licensed attorney as part of your subscription. Our AI-powered platform guides you through the process, recommends the optimal trust structure for your situation, and generates documents that are then reviewed and approved by an attorney before delivery to you.
Our Document Acceptance Guarantee covers this. If any financial institution rejects a DynastyOS trust document, our team will work directly with that institution to resolve the issue at no additional cost. This includes revising document language to meet specific institutional requirements, providing certification letters, or facilitating direct communication between our attorneys and the institution's compliance department.
The initial questionnaire takes about 15-20 minutes. Our AI analyzes your situation and generates recommendations within minutes. Complete trust documents, including attorney review, are delivered within 72 hours. Trust funding — retitling accounts and updating beneficiary designations — typically takes an additional 2-4 weeks depending on your financial institutions.
We can work with existing trusts. Our platform can analyze your current trust documents, identify gaps or outdated provisions, and recommend updates. If your existing trust is adequate, we may recommend keeping it and adding supplementary structures. If it needs significant updates, we can create new documents that supersede the old ones. Either way, our trust funding concierge will ensure everything is properly funded.
Yes. Cancel anytime with no penalties or fees. All trust documents created during your subscription are yours to keep permanently. Your trust remains valid and enforceable after cancellation. If you return later, your documents and history are preserved, and you can pick up where you left off.

Your Legacy Shouldn't Wait

Every day without a funded trust is a day your family is unprotected. Start building your legacy today with institutional-grade protection that costs less than your monthly streaming subscriptions.

Get Started — $99/month Schedule Free Consultation

30-Day Money-Back Guarantee

Not satisfied? Full refund within 30 days. No questions asked.

No contracts Cancel anytime Attorney reviewed Fully funded