How It Works

7 Phases to Complete Protection

From first conversation to fully funded trust — here is exactly what to expect. No guesswork. No hidden steps. Complete transparency at every phase.

7
Clear Phases
72hr
Document Completion
30 day
Funding Target
See the Process Schedule Free Consultation
100% Transparent Attorney-Reviewed Trust Funding Included Ongoing Management

At a Glance

Your Journey, Step by Step

Seven structured phases. One clear outcome: your family is protected.

1
Discovery

Day 1

2
Analysis

Days 1–2

3
Design

Days 2–3

4
Attorney Review

Days 3–4

5
Execution

Days 4–5

6
Trust Funding

Days 5–30

7
Management

Ongoing

Phase 1 — Day 1

Discovery

Everything starts with understanding your family. In a free 15-minute consultation (by phone or video) or through our online questionnaire, we learn about your family structure, assets, goals, and concerns.

  • ✓Family structure and beneficiary goals
  • ✓Asset inventory (real estate, accounts, insurance, business interests)
  • ✓Special considerations (blended family, special needs, business succession)
  • ✓Timeline and budget preferences

No cost. No obligation. 100% confidential.

Free Consultation

15 minutes by phone, video, or our secure online questionnaire. We listen first.

100-Mind Quantum Synthesis

100 elite perspectives analyzing your situation simultaneously.

Phase 2 — Days 1–2

Analysis

Our 100-Mind Quantum Synthesis AI analyzes your situation through the lens of 100 elite estate planning professionals: trust attorneys, CPAs, wealth advisors, fiduciary specialists, and tax strategists.

  • ✓Tax exposure and liability analysis
  • ✓Asset protection assessment
  • ✓Optimal trust structure recommendation
  • ✓State-specific legal requirement mapping
Phase 3 — Days 2–3

Design

Based on the analysis, we design a custom trust architecture tailored to your specific needs. If your situation calls for multiple structures (for example, a revocable living trust combined with a SLAT or special needs trust), we architect the full system.

  • ✓Custom trust architecture for your family
  • ✓Multiple structures if warranted
  • ✓Clear explanation of every provision
  • ✓State-specific compliance built in

Custom Architecture

Choosing from 12+ trust structures to build your optimal configuration.

Licensed Attorney Review

Every document reviewed by a licensed attorney in your state. No exceptions.

Phase 4 — Days 3–4

Attorney Review

A licensed attorney in your state reviews every document. This is not an optional add-on. It is not an upsell. It is the standard. Every trust document, every ancillary document, every provision is reviewed and approved before it reaches you.

  • ✓State-licensed attorney in your jurisdiction
  • ✓No extra charge — included with every plan
  • ✓Modifications made as needed
  • ✓Document Acceptance Guarantee
Phase 5 — Days 4–5

Execution

We guide you through the signing process with clear, step-by-step instructions. Every signature, every witness requirement, every notarization is explained. Remote notarization is available if you prefer to complete everything from home.

  • ✓Step-by-step signing instructions
  • ✓Notarization guidance and scheduling
  • ✓Remote online notarization available
  • ✓Witness requirements clearly explained

Guided Signing

Clear instructions for every signature. Remote notarization available.

Trust Funding Progress

Primary Residence Funded
Chase Checking & Savings Funded
Fidelity Brokerage In Progress
Life Insurance Beneficiary In Progress
Overall Progress 72% Funded
Phase 6 — Days 5–30

Trust Funding

This is the step everyone else skips. Our Trust Funding Concierge handles every asset transfer so your trust actually protects your family. We provide institution-specific instructions, track progress in real-time, and verify completion for every asset.

  • ✓Real estate deed transfers
  • ✓Bank and investment account retitling
  • ✓Beneficiary designation updates
  • ✓Real-time progress tracking and completion verification
Learn More About Trust Funding →
Phase 7 — Ongoing

Ongoing Management

Your estate plan is not a one-time project. It is a living system that must evolve as your family grows and laws change. DynastyOS provides ongoing management so your trust always reflects your current wishes and remains compliant with current law.

  • ✓Annual trust reviews
  • ✓Life event updates (marriage, birth, divorce, death, relocation)
  • ✓Amendment and restatement services
  • ✓Regulatory compliance monitoring
  • ✓Beneficiary and asset change management

Evolving Protection

Your trust grows and adapts as your family and the law change.

Timeline

72-Hour Documents. 30-Day Funding.

Traditional attorneys take months. DIY tools leave you on your own. DynastyOS delivers complete protection on a clear, predictable timeline.

72 hrs

Document Completion

Discovery through attorney-reviewed documents. Phases 1 through 5 completed.

30 days

Trust Funding Complete

Every asset transferred, retitled, and verified. Phase 6 completed.

Forever

Ongoing Management

Annual reviews, amendments, and compliance monitoring. Phase 7 never ends.

The Difference

What Makes Our Process Different

Compare our structured approach with the alternatives.

DynastyOS

  • ✓7 clear, structured phases
  • ✓Documents in 72 hours
  • ✓Attorney review included
  • ✓Trust funding concierge
  • ✓Ongoing management included
  • ✓Predictable pricing

DIY Platforms

  • ✗Fill out a questionnaire
  • ✗Get generic documents
  • ✗No attorney review
  • ✗No trust funding help
  • ✗You are completely on your own
  • ✗70% of trusts go unfunded

Traditional Attorney

  • ~Initial consult ($250–$500)
  • ~Weeks of back-and-forth
  • ✓Attorney-drafted documents
  • ✗Trust funding is your problem
  • ~Updates by appointment ($$$)
  • ✗$2,000–$10,000+ total cost

Frequently Asked Questions

Questions About the Process

Documents are completed within 72 hours of your initial consultation (Phases 1 through 5). Trust funding (Phase 6) typically takes an additional 25 to 30 days depending on the number and type of assets being transferred. The total timeline from first conversation to fully funded trust is approximately 30 days. Ongoing management (Phase 7) continues for as long as you maintain your subscription.
Not at all. The Discovery phase is designed to be low-pressure. If you have account statements and property records available, that helps, but we can work with estimates and refine the details as we progress. Our questionnaire guides you through exactly what information we need, and our team is available to answer questions along the way.
That is exactly what Phase 7 (Ongoing Management) covers. Life events like marriage, divorce, the birth of a child, a death in the family, a move to a new state, or a significant change in assets all trigger a trust review. We update your documents, adjust beneficiary designations, and ensure your trust continues to reflect your current wishes. Amendment services are included in your subscription.
There is no catch. Every document is reviewed by a licensed attorney in your state before it is delivered to you. This is not an upsell or an add-on; it is built into every plan. We believe that AI-generated documents without human attorney oversight are incomplete. The combination of AI analysis and attorney review is what makes DynastyOS uniquely reliable.
Trust funding means transferring ownership of your assets into the trust. This includes retitling real estate (recording new deeds), changing the ownership on bank and investment accounts, updating beneficiary designations on life insurance and retirement accounts, and transferring business interests. Our Trust Funding Concierge provides institution-specific instructions for every asset, tracks progress in real-time, and verifies completion. It is the step that 70% of DIY trusts skip, which is why those trusts fail to protect families from probate.
Yes. Every phase of the process can be completed remotely. The Discovery consultation can be done by phone, video, or our online questionnaire. Document review and approval happen through your secure DynastyOS dashboard. Signing can be done with remote online notarization (RON), which is legally valid in all 50 states. Trust funding instructions and tracking are handled entirely through the platform.

Start Your Journey to Complete Protection

Seven phases. 72-hour documents. 30-day trust funding. Ongoing management. All starting at $99 per month. Your free consultation is the first step.

View Pricing Plans Schedule Free Consultation
Document Acceptance Guarantee Trust Funding Included Cancel Anytime