DynastyOS for Attorneys
Expand Your Practice Without Expanding Your Overhead
Estate planning is time-intensive and requires specialized expertise. DynastyOS handles the drafting, you handle the client relationship. 12+ trust structures delivered in 72 hours with attorney review on every document.
The Problem
Estate Planning Demands Expertise You May Not Have In-House
For solo practitioners and small firms, estate planning is a paradox. Clients expect it. The demand is there. But the overhead of building an estate planning department — specialized attorneys, trust administration staff, state-by-state compliance research — is prohibitive.
Complex trust structures like GRATs, SLATs, IDGTs, and dynasty trusts require deep specialization. Drafting a single irrevocable trust can take 8–15 hours of attorney time. At those margins, many firms refer clients out and lose the relationship entirely.
The Attorney's Challenge
- ✕ 8–15 hours of attorney time per complex trust
- ✕ 50-state compliance research is time-intensive
- ✕ Trust administration overhead reduces margins
- ✕ Clients expect faster turnaround than weeks
- ✕ Referring out means losing the client relationship
The Solution
100-Mind AI Handles Drafting. You Handle the Client.
DynastyOS provides AI-powered drafting with attorney review on every document. You maintain the client relationship, review the output, and earn commission — without the overhead of building an estate planning department.
AI-Powered Drafting
Our 100-Mind AI engine generates comprehensive trust documents in minutes, not hours. State-specific language, customized provisions, and proper legal formatting — all produced automatically from the client questionnaire.
Attorney Review Built In
Every document passes through licensed attorney review before delivery. You can also serve as the reviewing attorney, adding another layer of quality control and earning potential to your practice.
Focus on High-Value Work
Let the platform handle standard revocable living trusts and straightforward structures. Free your time for complex litigation, high-net-worth clients, and the work that demands your expertise.
Practice Area Crossovers
Every Practice Area Connects to Estate Planning
Family Law
Divorce triggers trust restructuring. Clients need to update beneficiaries, retitle assets, and often create new trust structures post-dissolution. Every family law matter has an estate planning component.
Real Estate Law
Clients purchasing property should hold it in a trust. Transfers to LLCs, land trusts, and revocable trusts are a natural extension of any real estate transaction. Offer it as part of the closing process.
Business Law
Business owners need entity trusts, succession planning, and buy-sell agreement structures. Business formation clients are prime candidates for estate planning — especially at exit events.
Elder Law
Special needs trusts, Medicaid planning trusts, and irrevocable trusts for asset protection are core elder law services. DynastyOS handles the drafting complexity so you can serve more clients.
Revenue Projections
What Attorneys Earn With DynastyOS
Earn commission on platform-generated trusts plus optional reviewer fees. Stack on top of your existing billings.
Solo Practice
5 Trusts/Month
Annual Revenue
Minimal time investment. Platform handles the drafting work.
Small Firm
15 Trusts/Month
Annual Revenue
Cross-referral from family, real estate, and business clients.
Full Department
25+ Trusts/Month
Annual Revenue
Dedicated estate planning practice powered by DynastyOS.
Revenue projections are illustrative. Individual results vary based on client base, engagement level, and trust complexity.
How It Works for Your Firm
From Our Attorney Partners
"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
Add Estate Planning Without Adding Overhead
Your clients already expect estate planning from their attorney. With DynastyOS, you can deliver 12+ trust structures in 72 hours, earn commission on every one, and free your time for the work that demands your expertise.