DynastyOS for Financial Advisors
Turn Estate Planning Into Your Next Revenue Stream
Your clients trust you with their wealth. Now help them protect it for generations. Add institutional-grade estate planning to your practice and earn $250–$500 per trust — without becoming an attorney.
The Problem
Your Clients Need Estate Planning — But You Can't Provide It
$124 trillion in wealth is transferring between generations over the next two decades. Yet 55% of Americans have no estate plan. Your clients are sitting on unprotected assets — and when they need trusts, they go elsewhere.
That means lost relationships, leaked AUM, and missed revenue. Every client who leaves for an estate attorney is a client who might not come back for the next conversation about their portfolio.
The Advisor's Dilemma
- ✕ Clients go to outside attorneys for trusts
- ✕ No way to monetize estate planning conversations
- ✕ AUM leaks to competing firms during wealth transfer
- ✕ Traditional attorney costs price clients out ($3K–$10K)
- ✕ No estate planning expertise on your team
The Solution
DynastyOS Makes You the Estate Planning Authority
Offer 12+ trust structures, earn $250–$500 per trust, and keep clients in your ecosystem — all without drafting a single legal document.
12+ Trust Structures
Revocable living trusts, irrevocable trusts, GRAT, SLAT, IDGT, dynasty trusts, special needs trusts, and more. Every tool your clients need for comprehensive wealth protection.
$250–$500 Per Trust
Earn real commission on every trust your clients create through the platform. Not affiliate pennies. Not referral fees. Direct revenue for facilitating the process.
Maintain the Relationship
Your clients never leave your ecosystem. Co-branded portal, white-label documents, and a client dashboard that keeps your firm front and center through every step.
When to Bring It Up
Natural Moments to Introduce Estate Planning
AUM Review Conversations
Every portfolio review is an opportunity. "We've built your portfolio to $1.2M — have you protected it for the next generation?" That one question opens the door to a $250–$500 trust engagement.
Retirement Planning Crossover
Clients planning for retirement are already thinking about legacy. Bridge the gap: "Your retirement plan gets you to 65. A trust ensures your wealth reaches your grandchildren."
Life Event Triggers
New baby, home purchase, inheritance, marriage, divorce, business sale — every major life event is an estate planning trigger. You already track these events. Now you can act on them.
Tax-Efficient Wealth Transfer
Clients with $1M+ in assets face estate tax exposure. GRAT, SLAT, and IDGT structures can freeze estate values and transfer growth tax-free. Position yourself as the advisor who sees the full picture.
Revenue Projections
What Financial Advisors Earn With DynastyOS
Based on actual partner performance data. Average trust commission of $375.
Conservative
5 Trusts/Month
Annual Revenue
~1 trust per week. Achievable within 90 days on the platform.
Growth
10 Trusts/Month
Annual Revenue
~2–3 trusts per week. Typical at 6 months with active client outreach.
Scale
20 Trusts/Month
Annual Revenue
~5 trusts per week. Referral engine active, team support recommended.
Revenue projections are illustrative. Individual results vary based on client base, engagement level, and trust complexity.
How It Fits Into Your Advisory Workflow
Seamless Integration
Built to Fit Your Existing Practice
DynastyOS does not replace your advisory practice — it enhances it. The platform integrates into your existing client workflow with a co-branded portal that looks and feels like your firm.
- ✓ Co-branded client portal with your logo and colors
- ✓ White-label documents under your firm name
- ✓ Client dashboard for real-time trust status
- ✓ Email templates and marketing collateral included
- ✓ Dynasty Academy certification for credibility
- ✓ No credentials required — attorneys handle the legal
"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
Your Clients Are Already Asking About Estate Planning
Stop sending them to outside attorneys. Start earning $250–$500 per trust while protecting the wealth you helped them build. No credentials required. We handle the legal complexity.