Partner Application

Your Practice Is About to Change

Join the DynastyOS partner network and add institutional-grade estate planning to your existing practice. Three steps to start. No credentials required. Earn from day one.

3-Step Onboarding $250–$500 Per Trust No Long-Term Contract 72-Hour Launch
Apply Now View Pricing First

Three Steps to Your First Trust

From application to your first completed trust in as little as 72 hours. We handle the complexity so you can focus on your clients.

Apply & Select Your Tier

Complete the partner application below. Choose Starter ($299/mo), Professional ($599/mo), or Enterprise ($999/mo). No long-term contract required. You can upgrade anytime as your practice grows.

5 minutes

Complete Onboarding Training

Access Dynasty Academy and complete your onboarding modules. Learn the platform, understand the trust creation process, and practice with sample clients. Professional and Enterprise tiers include certification tracks.

2–4 hours

Launch & Start Earning

Your partner portal goes live. Start having estate planning conversations with your existing clients. Submit your first trust through the platform and earn your first commission within 72 hours of document delivery.

Day 1 revenue

What Every Partner Receives

Regardless of tier, every DynastyOS partner gets the core platform capabilities that make this work.

12+ Trust Structures

Revocable living trusts, irrevocable trusts, GRAT, SLAT, IDGT, QPRT, CRT, CLT, ILIT, dynasty trusts, special needs trusts, and more. Every structure your clients could need.

72-Hour Document Delivery

AI-powered drafting generates complete, state-compliant trust documents. Attorney review included on every document. Your clients receive their trust package in 3 days, not 3 weeks.

Attorney Review on Every Document

Licensed attorneys review every trust document before it reaches your client. 50-state coverage ensures jurisdiction-specific compliance. No DIY risk for you or your clients.

Client Dashboard

Your clients track trust status, view documents, monitor funding progress, and communicate with your team through a branded dashboard. Fewer phone calls, more transparency.

Dynasty Academy Training

On-demand training modules covering estate planning fundamentals, trust structures, client conversations, and platform operation. Professional and Enterprise tiers include full certification tracks.

Bank-Grade Security

AES-256 encryption, tamper-evident audit logs, role-based access controls, and SOC 2 Type II compliance. Your clients' information is protected at every level.

Who Should Apply

DynastyOS is built for professionals who already have client relationships and want to add estate planning as a service line. No estate planning credentials required.

Financial Advisors

Protect the wealth you help your clients build. Every financial plan should include an estate plan.

Insurance Professionals

The policy funds the trust. The trust protects the payout. A natural cross-sell your clients expect.

Attorneys

Add 12+ trust structures without hiring. AI-powered drafting with attorney review means faster turnaround.

CPAs

Estate planning is a natural extension of tax planning. Help your clients protect wealth for generations.

Choose Your Starting Tier

Start where you are. Upgrade as you grow. Every tier includes attorney review, 72-hour delivery, and client dashboard.

Starter

$299/mo

Testing estate planning services

  • Up to 10 trusts/month
  • $250 commission per trust
  • Standard branding
  • Email support
  • Basic training
Apply as Starter
Most Popular

Professional

$599/mo

Ready to scale trust services

  • Up to 50 trusts/month
  • $350 commission per trust
  • Co-branded portal
  • Priority phone support
  • DCP certification track
  • Trust funding concierge
  • Marketing materials
Apply as Professional

Enterprise

$999/mo

Building an estate planning department

  • Unlimited trusts
  • $500 commission per trust
  • Full white-label + custom domain
  • Dedicated success manager
  • DCM master certification
  • API access
  • Priority 48hr attorney review
Apply as Enterprise

Apply to Become a Partner

Complete the form below and our partner team will contact you within 24 hours. No obligation. No long-term contract.

By submitting, you agree to our Privacy Policy and Terms of Service. We will contact you within 24 hours.

Application Questions

No. DynastyOS is designed for professionals who have existing client relationships but may not have estate planning expertise. Our platform handles the legal complexity, our attorneys review every document, and Dynasty Academy provides the training you need. You focus on client relationships and conversations. We handle the rest.
Most partners complete onboarding in 2-4 hours. After submitting your application, our team reviews it within 24 hours. Once approved, you gain immediate access to Dynasty Academy and your partner portal. Complete the core training modules, and you can submit your first trust the same day. From application to first trust: as little as 72 hours.
Select "Not sure yet" on the application form. Our partner team will review your practice profile and recommend the best starting tier based on your client base size, growth goals, and service model. Most new partners start with Starter or Professional. You can upgrade at any time as your volume grows.
No. There is no application fee, no setup fee, and no long-term commitment. Your first monthly platform fee is charged when your partner account is activated. You can cancel at any time with no penalties.
Yes. Enterprise tier is designed for multi-person firms. Submit the application with your firm details and indicate the number of team members in the message field. Our partner team will work with you to set up individual accounts under a single firm umbrella, with shared reporting and centralized billing.

Ready to Start?

55% of Americans have no estate plan. Your clients are waiting for someone they trust to start the conversation. That someone is you.

Apply Now
24-hour application review No obligation Start earning from day one