DynastyOS Partner Audiences
Built for the Professionals Your Clients Already Trust
Whether you manage money, protect assets, practice law, or advise on taxes — DynastyOS adds institutional-grade estate planning to your existing practice. Find your path below.
Choose Your Professional Track
Each path is tailored to how you already work with clients. Same powerful platform. Customized for your practice.
Financial Advisors
Add estate planning to your AUM conversations. Protect the wealth you helped them build. Earn $250–$500 per trust while deepening client relationships and preventing asset leakage to outside firms.
Explore Financial Advisor Track →
Insurance Professionals
Turn every policy review into a trust opportunity. Life insurance without a trust means taxable estate inclusion. Cross-sell ILITs and irrevocable trusts naturally alongside every policy conversation.
Explore Insurance Track →
Attorneys
Expand your practice without expanding your overhead. AI-powered drafting with attorney review means 12+ trust structures delivered in 72 hours. Focus on high-value work while earning commission on every trust.
Explore Attorney Track →
CPAs & Tax Professionals
Bridge the gap between tax planning and estate planning. Recommend GRAT, SLAT, IDGT, and CRT structures based on tax situations. Become the full-service advisor your clients already think you are.
Explore CPA Track →
What Every Partner Gets
Regardless of your professional background, every DynastyOS partner receives the full platform advantage.
12+ Trust Structures
Revocable, irrevocable, GRAT, SLAT, IDGT, dynasty, ILIT, special needs, charitable, and more. Every trust type your clients may need.
72-Hour Delivery
AI-powered drafting with mandatory attorney review. Complete, state-compliant trust documents delivered in 72 hours — not weeks.
Trust Funding Concierge
We retitle assets, update beneficiaries, and confirm funding. 70% of trusts elsewhere fail because they are never funded. Not ours.
White-Label Branding
Your logo, your colors, your domain. Professional and Enterprise tiers include full white-label so clients interact with your brand exclusively.
Dynasty Academy
On-demand training, live webinars, and certification tracks (DCP, DCS, DCM). Become an estate planning authority in your market.
50-State Compliance
State-specific trust language, filing requirements, witness rules, and regulatory considerations handled automatically. Serve clients in any state.
Revenue Potential Across All Tracks
No matter your professional background, the earning potential is the same. The more trusts you complete, the more you earn.
Ready to Add Estate Planning to Your Practice?
Your clients already trust you with their financial lives. Now help them protect their legacy for generations. Choose your track above or get started today.