Revocable Living Trust
The foundation of most estate plans. Avoids probate, maintains full control during your lifetime, and ensures seamless asset transfer to your beneficiaries without court involvement.
Best for: Most families
Learn MoreComprehensive Trust Coverage
12+ Trust Structures.
One for Every Family.
Every family is different. The right trust structure depends on your assets, your goals, and your family dynamics. Our AI analyzes your situation and matches you with the optimal combination of trust types — so nothing falls through the cracks.
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Trust Type Library
Every Structure. Every Situation.
From foundational revocable trusts to advanced multi-generational dynasty structures, DynastyOS covers the full spectrum of trust planning — and our AI recommends the right combination for your family.
Irrevocable Trust
Maximum asset protection and estate tax reduction. Once assets are transferred, they are removed from your taxable estate and shielded from creditors, lawsuits, and Medicaid spend-down.
Best for: High-net-worth families, Medicaid planning
Learn MoreGRAT
Grantor Retained Annuity Trust. Transfer appreciating assets — business interests, stocks, real estate — to heirs with minimal or zero gift tax exposure. The grantor retains annuity payments for a fixed term.
Best for: Business owners, stock holders
Learn MoreSLAT
Spousal Lifetime Access Trust. Shield assets from estate tax while your spouse retains indirect access to trust funds. Ideal for maximizing the lifetime gift tax exemption before potential legislative changes.
Best for: Married couples over estate tax exemption
Learn MoreIDGT
Intentionally Defective Grantor Trust. The grantor pays income tax on trust earnings, allowing assets to grow completely tax-free for beneficiaries. Effectively a tax-free gift that reduces the taxable estate.
Best for: Wealth transfer optimization
Learn MoreQPRT
Qualified Personal Residence Trust. Transfer your home to heirs at a significantly reduced gift tax value while continuing to live in it during the trust term. Powerful for high-value primary residences.
Best for: Families with valuable primary residence
Learn MoreCharitable Remainder Trust
Generate an income stream for your family, receive an immediate charitable tax deduction, and avoid capital gains on appreciated assets. The charity receives the remainder when the trust terminates.
Best for: Philanthropic families with appreciated assets
Learn MoreCharitable Lead Trust
The reverse of a CRT. Fund charitable causes now with annual payments from the trust, then transfer the remaining assets to your heirs at substantially reduced gift and estate tax rates.
Best for: Multi-generational philanthropists
Learn MoreILIT
Irrevocable Life Insurance Trust. Removes life insurance proceeds from your taxable estate, providing tax-free liquidity to pay estate taxes, debts, and family needs without shrinking the inheritance.
Best for: Families with large insurance policies
Learn MoreDynasty Trust
Multi-generational wealth preservation designed to last for centuries. Shield family assets from estate taxes, creditors, divorce, and lawsuits across unlimited generations in qualifying jurisdictions.
Best for: Building lasting family wealth across generations
Learn MoreMinor's Trust (2503(c))
A superior alternative to UTMA/UGMA accounts. Maintain granular control over when and how distributions are made to children, with structured educational funding provisions and professional management until maturity.
Best for: Parents/grandparents gifting to minors
Learn MoreSpecial Needs Trust
Provide supplemental care for a loved one with disabilities without disqualifying them from essential government benefits like SSI and Medicaid. Available as first-party or third-party structures.
Best for: Families with disabled dependents
Learn MoreNot Sure Which Trust?
Let Our AI Match You With the Right Structure
Most families need a combination of trust types — not just one. In a free 30-minute consultation, our trust specialists and 100-Mind AI will analyze your assets, goals, and family dynamics to recommend the optimal trust strategy.
No credit card required. 30-minute consultation. 100% confidential.
Standard With Every Trust
Every Trust Includes
No add-ons. No hidden fees. Every trust structure built through DynastyOS comes with these essential services at no extra cost.
Attorney Review
Every trust document is reviewed by a licensed attorney in your state before delivery. No AI-only documents leave our platform without human legal verification.
Trust Funding Concierge
We handle the step everyone else skips. Real estate deeds, bank account retitling, investment transfers, and beneficiary designations — all managed for you.
Document Acceptance Guarantee
If any financial institution, title company, or government office rejects your DynastyOS trust documents, we will revise them at no charge until they are accepted.
50-State Coverage
Our documents are generated to comply with the specific statutory requirements of your state. Move across state lines? We update your trust provisions accordingly.
Ongoing Amendments
Life changes. So should your trust. Unlimited amendments for births, marriages, divorces, asset changes, and beneficiary updates are included in your subscription.
Bank-Grade Security
AES-256 encryption. SOC 2 Type II certified. Role-based access control. Biometric authentication. Your documents and data never leave US-based data centers.
Don't Skip the Most Important Step
A Trust Without Funding Is Just Paper
70% of trusts created online fail to protect families because they were never properly funded. Our Trust Funding Concierge handles every retitling, every deed transfer, every beneficiary designation — so your trust actually works when your family needs it.
Learn About Trust Funding →What We Fund For You
- ✓Real Estate Deed Transfers
- ✓Bank Account Retitling
- ✓Investment & Brokerage Transfers
- ✓Beneficiary Designation Updates
- ✓Vehicle & Business Interest Transfers
The Right Trust Structure Changes Everything
Protect your assets. Minimize your taxes. Secure your family's future for generations. Start with a free consultation and let our AI find the right combination for you.
12+ Trust Structures
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Trust Funding Included
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