DynastyOS Partner Platform

The Operating System for Generational Wealth

Build Legacies. Not Just Trusts. Add institutional-grade estate planning to your practice. Earn $250–$500 per trust. White-label ready.

72-Hour Completion $50M+ Protected 500+ Families Served 50-State Coverage
Become a Partner Schedule a Demo

The Problem. The Solution. The Opportunity.

The Problem

Your Clients Need Estate Planning

55% of Americans have no estate plan. The average attorney charges $3,000–$10,000 for a comprehensive trust. Your clients know they need protection but can't afford it or don't know where to start. They're leaving money on the table — and so are you.

The Solution

A Full-Stack Estate Planning Platform

DynastyOS gives you a complete estate planning platform — 12+ trust types, AI-powered document generation, attorney review on every document, and trust funding concierge — all under your brand. Everything your clients need, delivered through your practice.

The Opportunity

$250–$500 Per Trust. Recurring.

Add $250–$500 per trust in recurring revenue. With just 5 trusts per month, that's $15,000–$30,000 per year in new income. With volume, it scales to $180K+ annually. No credentials required. We handle the legal complexity.

Revenue That Grows With Your Practice

A clear path from first trust to six-figure annual revenue. Learn while you earn — no experience required.

Month 1

Learn the Platform

Complete 2–3 trusts

$500–$1,500

Month 3

Build Momentum

5–8 trusts/month

$1,250–$4,000

Month 6

Referral Engine Active

10–15 trusts/month

$2,500–$7,500

Year 1

Full Pipeline

15–25 trusts/month

$180K+

Annual Revenue

Annual Revenue Projection

$6K
Mo 1-3
$36K
Mo 4-6
$72K
Mo 7-9
$180K+
Year 1

Built for the Professionals Who Build Legacies

Whether you manage money, protect assets, practice law, or advise on taxes — DynastyOS adds generational wealth services to your existing practice.

Financial Advisors

Add trust services to your AUM-based practice. Deepen client relationships by protecting the wealth you've helped them build. Every financial plan should include an estate plan.

Insurance Professionals

Every life insurance conversation should include a trust conversation. Cross-sell naturally — the policy funds the trust, the trust protects the payout. Your clients expect it.

Attorneys

Offer 12+ trust structures without the overhead of a full estate planning department. AI-powered drafting with attorney review means faster turnaround and higher margins.

CPAs

Your clients trust you with their finances. Now help them protect their wealth for generations. Trust planning is a natural extension of tax planning — and your clients will thank you for it.

What the Platform Delivers

Everything you need to offer world-class estate planning — technology, legal infrastructure, compliance, and support.

12+ Trust Structures

Every trust type from basic revocable living trusts to complex dynasty, GRAT, SLAT, IDGT, and irrevocable structures.

72-Hour Document Completion

AI-powered drafting delivers complete, attorney-reviewed trust documents in 72 hours — not weeks.

Attorney Review on Every Document

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

Trust Funding Concierge

Our unique trust funding service ensures every trust actually works. We retitle assets, update beneficiaries, and confirm funding. No competitor offers this.

Triple Lock Security

AES-256 encryption, Xavier Security Architecture, and bank-grade data protection. Your clients' information is safer here than at their bank.

White-Label Option

Professional and Enterprise tiers include full white-label branding. Your logo, your colors, your domain. Clients never see DynastyOS.

Client Dashboard

Real-time trust status, document tracking, funding progress, and communication — all in one place. Your clients stay informed without calling your office.

Compliance Framework

50-state compliance guidance built in. State-specific trust language, filing requirements, and regulatory considerations handled automatically.

Marketing Materials

Co-branded presentations, email templates, social media content, and client-facing collateral included with Professional and Enterprise tiers.

Training & Certification

Dynasty Certified Planner (DCP), Dynasty Certified Specialist (DCS), and Dynasty Certified Master (DCM) certification tracks through Dynasty Academy.

Partnership Tiers

Choose the tier that matches your practice. Upgrade anytime as you grow.

Starter

$299/mo

For professionals testing estate planning services

  • Up to 5 trusts per month
  • Standard DynastyOS branding
  • Email support (24-hour response)
  • Basic training modules
  • Client dashboard access
  • 72-hour document delivery
  • Attorney review included
Get Started
Most Popular

Professional

$599/mo

For practices ready to scale trust services

  • Up to 15 trusts per month
  • Full white-label branding
  • Priority phone & email support
  • Complete DCP certification
  • Marketing materials kit
  • Co-branded client collateral
  • Trust funding concierge
  • Quarterly business review
Become a Partner

Enterprise

$999/mo + $500/trust

For firms building estate planning departments

  • Unlimited trusts
  • Full white-label + custom domain
  • Dedicated account manager
  • API access & custom integration
  • DCM master certification
  • Custom marketing campaigns
  • Priority attorney review (48hr)
  • Quarterly strategy sessions
Contact Sales

How DynastyOS Compares

Feature DynastyOS Traditional Attorney DIY Platform
Trust types available 12+ structures Varies by firm 1–3 basic types
Completion time 72 hours 2–6 weeks Instant (unreviewed)
Cost per trust (client) $99–$499/mo $3,000–$10,000 $39–$499 one-time
Attorney review Yes — every document Yes No
Trust funding included Yes — full concierge Rarely No
White-label option Yes No No
Partner revenue share $250–$500/trust N/A Affiliate only
State coverage 50 states 1–5 states Limited
Heritage services Yes No No

What Partners Are Saying

I added DynastyOS to my practice 6 months ago. I've completed 47 trusts and added $141K in revenue. The platform does the heavy lifting — I just have the conversation with my clients.

Marcus L.
Financial Advisor, Houston TX

My insurance clients now ask ME about trusts instead of going elsewhere. Every life policy conversation naturally leads to estate planning. It's the perfect cross-sell — and my clients genuinely need it.

Rachel T.
Insurance Professional, Chicago IL

The compliance framework alone justified the partnership. 50-state coverage without the research. I can serve clients in any state without worrying about jurisdiction-specific requirements.

David K.
Attorney, Miami FL

Frequently Asked Questions

Yes. DynastyOS is designed for financial professionals of all types. You are not drafting legal documents — our platform generates documents and licensed attorneys review every one. You are facilitating the process, educating clients, and managing relationships. Our compliance framework ensures you stay within your professional scope.
Our platform includes 50-state compliance guidance built in. State-specific trust language, filing requirements, witness rules, notarization requirements, and regulatory considerations are handled automatically. When you create a trust for a client in any state, the platform generates documents that comply with that state's specific requirements.
Your client fills out a guided questionnaire (15-20 minutes). Our AI analyzes their situation and recommends the optimal trust structure. Documents are generated and sent for attorney review. Within 72 hours, your client receives complete, reviewed trust documents. Our trust funding concierge then helps retitle assets into the trust. Clients can track everything through their dashboard.
Partners earn $250-$500 per trust depending on tier and trust complexity. Most partners complete 2-3 trusts in their first month as they learn the platform, then scale to 10-15 per month within 6 months. Top partners complete 25+ trusts monthly for $180K+ in annual revenue. These numbers are based on actual partner performance data.
No. All partnership tiers are month-to-month. You can upgrade, downgrade, or cancel at any time. We earn your business every month. That said, the vast majority of partners who complete their first 5 trusts stay with the platform permanently.
All tiers include access to Dynasty Academy with on-demand training modules. Professional and Enterprise tiers include full certification tracks (DCP, DCS, DCM), live webinars, and dedicated support. Enterprise partners get a dedicated account manager and quarterly strategy sessions. Our support team is available via email (all tiers) and phone (Professional/Enterprise).
Professional tier includes white-label branding on client-facing documents and dashboards — your logo, your colors, your firm name. Enterprise tier adds a custom domain, fully branded client portal, and custom email templates. Your clients interact with your brand throughout the entire process. DynastyOS operates invisibly in the background.
Three things: (1) Trust funding concierge — we don't just create documents, we ensure they work by actually funding the trust. 70% of trusts created on other platforms fail because they're never funded. (2) Heritage services — heir property resolution and land patent recovery that no other platform offers. (3) Partner revenue model — we built this for professionals, not consumers. You earn real revenue, not affiliate commissions.

Your Clients Are Waiting

Join the DynastyOS partner network and add institutional-grade estate planning to your practice. Your clients already trust you with their money. Now help them protect it for generations.

Become a Partner Schedule a Demo
No long-term contracts Cancel anytime Start earning from day one