Support & Resources
Frequently Asked Questions
Everything you need to know about DynastyOS, trust creation, trust funding, heritage services, and our partner program. Can't find your answer? We're here to help.
General & Getting Started
Learn what DynastyOS is, how it works, and whether it's right for your family or practice.
DynastyOS is the operating system for generational wealth. It is an AI-powered estate planning platform that combines 100-Mind Quantum Synthesis AI with licensed attorney supervision to produce state-specific, attorney-reviewed trust documents in as little as 72 hours.
The platform serves two audiences. For families, DynastyOS provides direct access to institutional-grade trust creation, trust funding, and ongoing administration — the same level of estate planning that has historically been reserved for ultra-high-net-worth households. For financial professionals (advisors, attorneys, insurance professionals, and CPAs), DynastyOS offers a white-label platform to add estate planning to their existing practice without becoming estate planning experts.
DynastyOS handles document generation, attorney review, compliance, and trust funding. You get the plan. Your attorney reviews every page. Your assets get funded into the trust. And your family is protected across generations.
DynastyOS is fundamentally different in five key ways:
- Attorney review is included on every document — not an add-on. LegalZoom charges an extra $249+ and Trust & Will charges $299 for attorney review. With DynastyOS, it is standard.
- 12+ trust types including advanced structures like GRATs, SLATs, IDGTs, QPRTs, and Dynasty Trusts. Competitors offer basic revocable trusts only.
- Trust funding assistance is built in. DynastyOS includes automated guidance to retitle your assets into the trust. Competitors stop at document delivery, which is why up to 70% of online trusts go unfunded.
- Multi-generational management with lifetime document updates included — not a recurring subscription fee.
- 100-Mind Quantum Synthesis AI draws on 100 elite professional perspectives (attorneys, CPAs, wealth managers, trust officers) working as one unified intelligence. This is not a basic chatbot or a static questionnaire.
Additionally, DynastyOS validates every titled asset before document delivery and provides state-specific compliance across all 50 states — not template-based documents with generic provisions.
DynastyOS is built for two core audiences:
Families — Any family that owns a home, has children, holds life insurance, or wants to avoid probate and protect assets across generations. You do not need to be wealthy to benefit from a trust. If you own any titled asset, DynastyOS can help protect it.
Financial Professionals — Licensed professionals who already serve clients with wealth protection needs but do not currently offer estate planning. Our four primary partner profiles are:
- Financial Advisors (RIA/IAR) — Protect the investments you manage with properly funded trusts, creating stickier client relationships and a new revenue stream.
- Insurance Professionals — Complete the estate planning conversation instead of referring it away. Life insurance and annuities often fund trusts — now you can facilitate the whole picture.
- Attorneys — If your practice does not focus on estate planning, DynastyOS gives you a turnkey trust drafting capability backed by specialized attorney review.
- CPAs — You see your clients' full financial picture every year. Address the estate planning gaps you already identify during tax preparation.
DynastyOS uses a proprietary system called 100-Mind Quantum Synthesis. This technology synthesizes the knowledge and judgment of 100 elite professional perspectives — estate planning attorneys, CPAs, certified financial planners, trust officers, and wealth managers — into a single AI intelligence that generates your documents.
But the AI does not operate alone. Every document passes through a four-layer quality pipeline:
- AI Generation — Documents are created using state-specific templates, your intake data, and a library of attorney-drafted provisions.
- Automated Compliance Check — A second AI layer scans for missing provisions, internal inconsistencies, and execution errors.
- Attorney Review — A licensed attorney in your state reviews the complete document package for legal sufficiency, state compliance, and client accuracy.
- Client Acceptance Review — You receive your documents with a plain-language summary and are encouraged to consult your own attorney if you have questions.
The AI accelerates the process and reduces human error. The attorney ensures legal validity. Together, they produce documents faster and more thoroughly than either could alone. This is AI + Attorney, not AI instead of attorney.
DynastyOS is not a law firm. It is a technology platform that uses AI to generate estate planning documents, which are then reviewed by independently licensed attorneys before delivery to the client.
This model is legal in all 50 states, though the specific implementation varies by jurisdiction. DynastyOS classifies every state into one of three regulatory categories:
- Category A (Permissive) — States like California, Florida, Texas, Arizona, and Nevada allow non-attorney document preparation with proper disclosure.
- Category B (Supervised) — States like Georgia, Pennsylvania, Virginia, and Ohio require attorney supervision. DynastyOS satisfies this by assigning a state-barred supervising attorney to every engagement.
- Category C (Restrictive) — States like New York, Illinois, and New Jersey have strict UPL statutes. All substantive client interaction in these states is handled by DynastyOS's attorney network.
During onboarding, you receive a state-specific compliance guide. DynastyOS updates state classifications quarterly.
Every DynastyOS document is reviewed by a licensed attorney in your state before delivery, so attorney oversight is already built into the platform. For the vast majority of families, no additional attorney consultation is necessary.
However, we always encourage clients to consult their own attorney if:
- You have an unusually complex family situation (blended families, international assets, business succession)
- You are involved in active litigation that could affect your estate plan
- You have specific tax planning questions beyond the scope of the trust document
- You simply want a second opinion for your own peace of mind
DynastyOS provides a plain-language summary with every document package so you can understand exactly what your trust does, how it works, and what decisions were made on your behalf. If you do consult an outside attorney, that summary makes the conversation faster and more productive.
Trusts & Estate Planning
Understand the trust types available, how they work, and what's included in your document package.
DynastyOS offers 12+ trust structures — more than any online competitor:
| Trust Type | Common Use Case |
|---|---|
| Revocable Living Trust (RLT) | Probate avoidance, asset management |
| Irrevocable Trust (IRT) | Asset protection, tax reduction |
| Grantor Retained Annuity Trust (GRAT) | Wealth transfer with reduced gift tax |
| Spousal Lifetime Access Trust (SLAT) | Estate tax reduction for married couples |
| Intentionally Defective Grantor Trust (IDGT) | Asset freeze, income tax shifting |
| Qualified Personal Residence Trust (QPRT) | Transfer home at reduced gift tax value |
| Charitable Remainder Trust (CRT) | Income stream + charitable giving |
| Charitable Lead Trust (CLT) | Charitable giving + wealth transfer |
| Irrevocable Life Insurance Trust (ILIT) | Remove life insurance from taxable estate |
| Dynasty Trust | Multi-generational wealth preservation |
| Minor's Trust (2503(c)) | Gifts to minors with tax advantages |
| Special Needs Trust (SNT) | Protect benefits eligibility for disabled beneficiaries |
Each trust includes ancillary documents: pour-over will, power of attorney, healthcare directive, certificate of trust, declaration of trust, and a trust funding checklist.
The right trust depends on your family's goals, assets, and circumstances. Here are the most common scenarios:
- Probate avoidance + basic asset management — Revocable Living Trust (RLT). This is the most popular choice and is appropriate for the majority of American families.
- Asset protection from creditors or lawsuits — Irrevocable Trust (IRT). Assets placed in an irrevocable trust are generally beyond the reach of your personal creditors.
- Married couples with combined estates approaching the estate tax threshold — SLAT or IDGT. These structures remove assets from your taxable estate while maintaining some degree of access.
- Transferring a home to children at reduced gift tax cost — Qualified Personal Residence Trust (QPRT).
- Life insurance above $100,000 face value — Irrevocable Life Insurance Trust (ILIT) to remove the policy from your taxable estate.
- A child or beneficiary with a disability receiving government benefits — Special Needs Trust (SNT) to provide supplemental support without disqualifying them from Medicaid or SSI.
DynastyOS's guided intake questionnaire analyzes your family structure, assets, and goals to recommend the most appropriate trust type. You are never forced to guess. And the reviewing attorney confirms the recommendation before your documents are finalized.
DynastyOS delivers attorney-reviewed, execution-ready documents in as little as 72 hours (3 business days) from the time you complete your intake questionnaire. Traditional estate planning firms typically take 4 to 8 weeks for the same work.
Here is how the timeline breaks down:
- Intake completion — 30 to 60 minutes to complete the guided questionnaire. You can save and return at any time.
- AI document generation — Within hours of intake submission, the 100-Mind AI generates your complete document package.
- Attorney review — A licensed attorney in your state reviews every page within 1 to 2 business days.
- Delivery — You receive your final documents digitally, with a plain-language summary and execution instructions.
Complex trust structures (GRAT, SLAT, IDGT) or unusual circumstances may add 1 to 2 additional business days for the attorney review phase. You are notified of any delay and given a revised delivery estimate.
Yes. DynastyOS generates state-specific documents for all 50 states and the District of Columbia. This is not a one-size-fits-all template with blanks filled in. The AI selects and assembles provisions based on your state's specific requirements, including:
- Community property vs. separate property rules (critical in states like California, Texas, Arizona, Wisconsin, and Washington)
- Homestead exemption provisions that vary dramatically by state
- Signing, witnessing, and notarization requirements specific to your jurisdiction
- State trust code provisions such as the Uniform Trust Code (UTC) adopted in whole or part by most states
- Dynasty trust provisions for states that allow perpetual trusts (e.g., Nevada, South Dakota, Delaware)
The supervising attorney is barred in your state and confirms that every jurisdiction-specific provision is correctly included before your documents are delivered.
Absolutely. Life changes, and your estate plan should change with it. DynastyOS includes lifetime document updates with every plan — not a recurring subscription fee.
Common reasons to amend your trust include:
- Marriage, divorce, or remarriage
- Birth or adoption of a child or grandchild
- Death of a beneficiary or trustee
- Significant change in assets (home purchase, business sale, inheritance)
- Moving to a new state (may require trust provisions to be updated for the new jurisdiction)
- Change in tax law that affects your trust structure
For revocable trusts, modifications are made through a trust amendment — a short legal document that changes specific provisions without replacing the entire trust. For irrevocable trusts, modification options are more limited but may include trust decanting, judicial modification, or non-judicial settlement agreements depending on your state's laws. DynastyOS guides you through the appropriate process.
When the grantor passes away, the trust becomes irrevocable (if it was revocable), and the successor trustee named in the trust document takes over management. This is one of the primary advantages of a trust: there is no probate, no court proceeding, and no public record.
DynastyOS prepares your successor trustee with:
- A successor trustee instruction package explaining their duties, timeline, and required actions
- A trust funding inventory listing every asset in the trust and its current titling
- Notification templates for beneficiaries, financial institutions, and relevant parties
- A timeline of required actions including tax filings (IRS Form 1041), beneficiary distributions, and asset transfers
DynastyOS's ongoing administration service provides hands-on guidance to successor trustees navigating this process for the first time. No family should have to figure out trust administration alone during a period of grief.
Trust Funding
Understand why trust funding matters and how the DynastyOS Trust Funding Concierge works.
Trust funding is the process of retitling your assets — real estate, bank accounts, investment accounts, vehicles, and other property — into the name of your trust. Without funding, a trust is an empty container. It exists on paper but provides no protection.
This is the number one reason estate plans fail. Studies show that up to 70% of trusts created through online platforms are never properly funded. The family paid for the document, but when the grantor passes away, their assets still go through probate because they were never transferred into the trust.
An unfunded trust is worse than no trust at all, because the family paid for protection they never actually received. DynastyOS exists in large part to solve this problem.
The Trust Funding Concierge is a guided service that walks you through retitling each of your assets into the trust. Here is how it works:
- Asset Inventory — During intake, you identify all titled assets: real estate, bank accounts, brokerage accounts, retirement accounts, life insurance policies, and vehicles.
- Funding Instructions — DynastyOS generates institution-specific instructions for each asset. For example, the steps to retitle a Chase bank account are different from Wells Fargo, which are different from Fidelity brokerage accounts.
- Pre-Populated Forms — Where applicable, DynastyOS pre-populates the required transfer forms with your trust information (trust name, date, trustee names, EIN).
- Tracking Dashboard — You track the status of each asset's funding in your client portal: Not Started, In Progress, Submitted, Confirmed.
- Concierge Support — If an institution pushes back or requires additional documentation, the DynastyOS team helps you navigate the process.
The goal is simple: by the time your trust is fully executed, every asset is properly titled and your trust actually works.
DynastyOS maintains funding instructions for hundreds of financial institutions, including all major banks, brokerages, and insurance carriers. Our database covers:
- Banks — Chase, Bank of America, Wells Fargo, Citibank, US Bank, PNC, Capital One, TD Bank, and most regional and community banks
- Brokerages — Fidelity, Charles Schwab, Vanguard, TD Ameritrade, E*TRADE, Merrill Lynch, Morgan Stanley, Edward Jones
- Insurance Carriers — Northwestern Mutual, New York Life, MassMutual, Prudential, MetLife, State Farm, and most major carriers
- Real Estate — County-specific deed transfer instructions for all 50 states
- Retirement Accounts — Guidance on beneficiary designation changes (since retirement accounts are typically not retitled into a trust)
If you have an account at an institution not in our database, the concierge team will research the requirements and add the institution within 48 hours.
Trusts fail for three primary reasons, and DynastyOS addresses all three:
- The trust is never funded (assets are not retitled). DynastyOS solves this with the Trust Funding Concierge, which provides institution-specific instructions, pre-populated forms, and tracking for every asset.
- The trust is not maintained (life changes are not reflected). DynastyOS includes lifetime document updates so your trust evolves as your family does. New child? New home? Divorce? Your trust is updated.
- The trust contains errors (template-based documents with incorrect provisions). DynastyOS's four-layer quality pipeline — AI generation, automated compliance check, attorney review, and client acceptance — catches errors before they become problems.
The result: a trust that is not only well-drafted, but properly funded, regularly maintained, and legally sound in your specific jurisdiction.
It is rare, but it does happen — and this is one area where DynastyOS dramatically outperforms competitors. Here is the process:
- Diagnosis — The concierge team reviews the rejection reason. Common issues include a missing certificate of trust, a formatting preference by the institution, or an outdated internal policy.
- Resolution — DynastyOS prepares the additional documentation the institution requires, such as a Certificate of Trust, an Affidavit of Trust, or a letter from the supervising attorney confirming the trust's validity.
- Escalation — If the institution's rejection is unjustified (some institutions have outdated policies that conflict with state law), DynastyOS can provide a legal memorandum citing the applicable state trust code provisions. This usually resolves the issue within one call.
LegalZoom and Trust & Will have documented cases of trusts being rejected by financial institutions due to missing provisions. DynastyOS documents are built to institution standards from the start, and the concierge team handles any friction that arises.
Heritage Services
Learn about heir property resolution, land patent research, and generational asset recovery.
Heir property is real estate that passes to family members without a will or formal estate plan, resulting in fractional ownership among multiple heirs. It is one of the largest causes of Black and rural land loss in American history.
Here is how it typically happens: a grandparent passes away without a trust or will. Their home passes by intestacy to their children, who each inherit a fractional interest. Over two or three generations, the property may have dozens of co-owners — many of whom have never lived there, do not know they have an ownership interest, and cannot be located.
The consequences are severe:
- No single heir can sell, refinance, or improve the property without consent from all co-owners
- Any single co-owner can force a partition sale, often resulting in the property being sold at auction for a fraction of its market value
- Heirs cannot use the property as collateral for loans or lines of credit
- Property tax delinquency can result in a tax sale, where the entire property is lost
An estimated $28 billion in Black-owned land alone is classified as heir property in the United States. DynastyOS Heritage Services exists to help families identify, consolidate, and protect these assets.
DynastyOS Heritage Services follows a structured recovery process:
- Assessment — We identify the property, review the chain of title, and determine the current ownership structure (how many heirs have an interest and what percentage each holds).
- Genealogical Research — Using public records, probate filings, census data, and other sources, we locate and identify all living heirs with an ownership interest.
- Consolidation Strategy — We develop a plan to consolidate ownership, which may involve buyout agreements, family LLCs, quitclaim deeds, or a quiet title action.
- Trust Formation — Once ownership is consolidated (or agreed upon), we create a trust to hold the property, ensuring it is protected for future generations.
- Ongoing Protection — The property is funded into the trust and protected from future partition sales, tax liens, and fractional ownership disputes.
This is a unique capability. No other online estate planning platform offers heir property resolution, land patent research, or generational asset recovery services.
DynastyOS Heritage Services are available in all 50 states, though the specific legal remedies and procedures vary by jurisdiction. The Uniform Partition of Heirs Property Act (UPHPA) has been adopted in over 20 states and provides critical protections against forced partition sales at below-market prices.
States with the highest concentration of heir property issues include Alabama, Mississippi, Louisiana, Georgia, South Carolina, North Carolina, Virginia, and Texas. DynastyOS maintains specialized knowledge of heir property laws in these jurisdictions.
For land patent research, DynastyOS accesses the Bureau of Land Management's General Land Office (GLO) Records, which contain federal land patents dating back to the early 1800s. This research is available for all states with federal land patent records.
Heir property recovery is more complex than standard trust creation, and timelines vary based on the number of heirs, the state of the title records, and whether litigation is required. Here is a general timeline:
- Assessment and title review: 2 to 4 weeks
- Genealogical research and heir identification: 4 to 12 weeks (depends on the number of generations and the availability of records)
- Consolidation negotiations: 4 to 16 weeks (depends on the number of heirs and their willingness to cooperate)
- Quiet title action (if needed): 6 to 12 months (court proceeding)
- Trust formation and funding: 2 to 4 weeks after consolidation
Simple cases with a small number of cooperative heirs can be resolved in 3 to 4 months. Complex cases involving dozens of heirs, missing persons, or contested ownership may take 12 to 18 months. DynastyOS provides a realistic timeline estimate after the initial assessment.
Pricing & Billing
Transparent pricing with no hidden fees. Understand what's included and how billing works.
DynastyOS offers transparent, all-inclusive pricing with no hidden fees or surprise charges. Every plan includes attorney-reviewed trust documents, a trust funding checklist, lifetime document updates, and secure digital vault storage.
Pricing starts at $99/month for the Essential plan, which covers a Revocable Living Trust with all ancillary documents (pour-over will, power of attorney, healthcare directive, certificate of trust). Advanced plans provide access to complex trust types (GRAT, SLAT, IDGT, Dynasty Trust), the Trust Funding Concierge, heritage services, and multi-generational administration.
For comparison, a private estate planning attorney typically charges $3,000 to $10,000 for a comparable trust package. LegalZoom charges $249 to $599+ for a basic trust with optional attorney review. DynastyOS delivers more trust types, included attorney review, trust funding assistance, and lifetime updates — for a fraction of the traditional cost.
Visit our pricing page for a detailed plan comparison.
Every DynastyOS plan includes:
- 100-Mind AI document generation tailored to your state, family structure, and assets
- Attorney review by a licensed estate planning attorney in your state (5+ years experience, $2M/$5M malpractice coverage)
- Complete document package: trust agreement, pour-over will, financial power of attorney, healthcare directive, certificate of trust, and trust funding checklist
- Plain-language summary explaining every key provision in your trust
- Execution instructions specific to your state's signing, witnessing, and notarization requirements
- Secure digital vault for storing and accessing your documents anytime
- Lifetime document updates when your circumstances change
Higher-tier plans add the Trust Funding Concierge, advanced trust types, heritage services, multi-generational administration, and priority attorney review (24-hour turnaround).
Yes. DynastyOS is committed to transparency, and that includes clear cancellation terms.
- Monthly plans can be cancelled at any time with 30 days' notice. No penalties, no fees.
- Annual plans can be cancelled with 30 days' notice. If you cancel before the end of your annual term, you receive a prorated refund for the remaining months.
Important: Your trust documents remain valid and legally enforceable even if you cancel your DynastyOS subscription. Cancellation affects your access to the platform (digital vault, document updates, concierge services), not the validity of your trust. You keep your documents.
DynastyOS stands behind its work with a clear, stage-based refund policy:
| Stage | Refund | Details |
|---|---|---|
| Before intake completed | 100% | Full refund, no questions asked |
| After intake, before attorney review | 75% | 25% retained for AI generation costs |
| After attorney review, before delivery | 50% | Preparation and attorney review costs non-refundable |
| After delivery | Case-by-case | Material errors attributable to DynastyOS are corrected free of charge or fully refunded |
If your document contains a material error that is attributable to the DynastyOS platform or the reviewing attorney, we will either correct it at no charge or issue a full refund. No exceptions.
DynastyOS has two separate pricing structures:
Family pricing is for individuals and families accessing DynastyOS directly through the Williams Legacy Group consumer platform. Plans are subscription-based and include all services described in the pricing section above.
Partner pricing is for licensed financial professionals who facilitate estate planning for their own clients. Partners pay a monthly platform fee ($299 to $999 depending on tier) and earn a per-trust commission ($250 to $500) for every completed engagement. Partners set their own client-facing pricing — the typical end-client cost is $1,500 to $5,000 per trust package, of which the partner retains the difference between their client's payment and DynastyOS's base cost.
Visit our partner pricing page or revenue calculator for detailed partner economics.
Security & Privacy
Your estate plan contains some of the most sensitive information about your family. Here's how we protect it.
DynastyOS is built on the Xavier Security Architecture (XSA), an institutional-grade security framework that exceeds industry standards. Here is what protects your data:
- AES-256 encryption at rest — The same encryption standard used by the U.S. government for classified information. All stored data is encrypted.
- TLS 1.3 encryption in transit — Every data transmission between your browser and DynastyOS servers is encrypted with the latest transport layer security protocol.
- JWT ES256 authentication with multi-factor authentication (MFA) — Your login requires both your password and a second verification factor.
- Role-Based Access Control (RBAC) — Users can only access data appropriate to their role. A partner cannot see another partner's clients. A client cannot see another client's documents.
- Tamper-evident audit logging — Every action is logged in a hash chain architecture that makes it mathematically impossible to alter records without detection.
- Annual third-party penetration testing — Independent security firms test our systems for vulnerabilities every year.
These are not marketing claims. They are architectural decisions built into the foundation of the platform.
DynastyOS is currently pursuing SOC 2 Type II certification with a target completion date of Q2 2026. SOC 2 (Service Organization Control 2) is the gold standard for data security in the technology industry, requiring an independent audit of our controls across five Trust Services Criteria: security, availability, processing integrity, confidentiality, and privacy.
While the formal certification is in progress, all technical and organizational controls required for SOC 2 compliance are already implemented and operational. This includes:
- Documented security policies and procedures
- Encryption at rest and in transit
- Multi-factor authentication
- Role-based access controls
- Continuous monitoring and intrusion detection
- Incident response plan with 2-hour notification commitment
- Vendor risk management
We will announce the formal SOC 2 Type II attestation on our website and notify all partners and clients upon completion.
Access to your data is strictly limited through Role-Based Access Control (RBAC). Here is exactly who can see what:
- You (the client) — Full access to all of your documents, intake data, and account information.
- Your partner (if applicable) — The financial professional who facilitated your engagement can view your trust documents and engagement status. They cannot modify documents or access documents for other clients.
- Your reviewing attorney — The licensed attorney assigned to review your documents can access your complete intake data and document package during the review period.
- DynastyOS support staff — A limited number of authorized support personnel can access your data if you request assistance. Access is logged and auditable.
Who cannot see your data: Other clients, other partners, unauthorized DynastyOS employees, third parties, advertisers, data brokers — no one. Your data is never sold, shared, rented, or used for any purpose other than providing the service you purchased.
All DynastyOS data is stored in U.S.-based data centers operated by SOC 2 Type II certified infrastructure providers. Data never leaves the United States.
Privacy compliance: DynastyOS complies with the California Consumer Privacy Act (CCPA), GDPR (where applicable), and state privacy laws in Colorado, Connecticut, Virginia, and Utah. Technical controls for HIPAA compliance are in place for Special Needs Trust engagements that may involve medical information.
Data deletion: You can request deletion of your personal data at any time by contacting privacy@dynastyos.ai. Upon request, DynastyOS will delete all personal data within 30 days, subject to legal retention requirements (we are required to retain certain records for tax, legal, and regulatory compliance purposes). You will receive confirmation when deletion is complete.
Automatic data purge: All client data is automatically purged 7 years after the last engagement activity, unless you request earlier deletion or opt in to extended retention.
For Partners
Everything financial professionals need to know about the DynastyOS partner program.
Becoming a DynastyOS partner is a straightforward process:
- Apply — Complete the partner application on our website. We review your professional credentials, licenses, and business information.
- Compliance Training — Complete the 2-hour online compliance training covering your role, state-specific rules, disclaimers, and the client intake process. You must score 80% or higher on the compliance assessment.
- Platform Training — Complete the 1-hour platform training (live or recorded) covering the partner portal, intake questionnaire, and client management dashboard.
- Insurance Verification — Provide proof of E&O insurance ($1M per occurrence / $2M aggregate minimum).
- Launch — Receive your Sales Enablement Kit, state-specific compliance guide, and start facilitating client engagements.
Most partners complete onboarding in 5 to 7 business days. No estate planning license or certification is required — you must hold a valid professional license in your field (financial advisor, insurance agent, attorney, or CPA).
White-label means your clients interact with the DynastyOS platform under your brand identity, not ours. This creates a seamless experience where estate planning feels like an extension of your existing practice.
Professional Tier White-Label:
- Co-branded client portal (your logo + DynastyOS branding)
- Customizable client-facing emails with your branding
- Your business name on the intake questionnaire
- Personalized URL (e.g., yourbrand.dynastyos.ai)
Enterprise Tier White-Label:
- Fully branded client portal (your brand only — no DynastyOS branding visible to clients)
- Custom domain integration (trusts.yourbrand.com)
- Branded document cover pages
- Custom email domain for client communications
- API access for CRM integration
What remains constant: attorney review, document generation quality, compliance framework, and security standards. You get the brand; we provide the engine.
DynastyOS takes compliance seriously because it protects both you and your clients. Here is the compliance framework:
Initial Certification:
- 2-hour compliance training covering your role, state-specific regulations, required disclaimers, and the boundary between facilitation and legal advice
- Compliance assessment (80% passing score required)
- State-specific compliance guide delivered upon certification
Ongoing Requirements:
- Annual compliance refresher (approximately 45 minutes, online)
- Maintenance of active professional license and E&O insurance
- Marketing materials must be submitted for compliance review before use
- Quarterly state classification updates (DynastyOS notifies you of any changes to your state's regulatory status)
Your legal exposure as a partner is minimal when you follow the framework. You do not draft documents (DynastyOS does), you do not provide legal advice (the attorney network does), and DynastyOS carries $5M in E&O insurance plus attorney malpractice coverage. You are indemnified against claims arising from platform defects.
DynastyOS uses a straightforward per-trust commission model:
| Tier | Monthly Fee | Commission Per Trust | Commitment |
|---|---|---|---|
| Starter | $299/mo | $250 | Month-to-month |
| Professional | $599/mo | $350 | 6 months |
| Enterprise | $999/mo | $500 | 12 months |
Volume bonuses (all tiers):
- 10+ trusts/month: 10% commission bonus
- 25+ trusts/month: 15% commission bonus
- 50+ trusts/month: 20% commission bonus + dedicated attorney liaison
Example (Professional tier, 12 trusts in a month): Base commission of $4,200 (12 x $350) plus a 10% volume bonus of $420, for a total commission of $4,620. Net of the $599 platform fee: $4,021 in additional monthly revenue.
Commissions are paid on the 15th of each month for the prior month's completed engagements. No clawbacks on completed trusts. Visit the Revenue Calculator to model your specific scenario.
Still Have Questions?
Our team is here to help. Whether you are a family exploring estate planning or a professional considering the partner program, we are happy to answer your questions personally.
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