Partner Pricing

Pricing That Grows With Your Practice

Three tiers designed around how you work. Start where you are, scale as you grow. No long-term contracts. Earn $250–$500 per trust from day one.

Month-to-Month Billing $250–$500 Per Trust Upgrade Anytime
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Choose Your Partnership Tier

Every tier includes attorney review on every document, 72-hour delivery, and client dashboard access. Upgrade or downgrade anytime.

Starter

$299/mo

For professionals adding estate planning to their practice

Commission: $250/trust

  • Up to 10 trusts per month
  • Standard DynastyOS branding
  • Email support (24-hour response)
  • Basic reporting dashboard
  • Client dashboard access
  • 72-hour document delivery
  • Attorney review included
  • Basic training modules
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Most Popular

Professional

$599/mo

For practices ready to scale trust services

Commission: $350/trust

  • Up to 50 trusts per month
  • Co-branded client portal
  • Priority phone & email support
  • Advanced analytics dashboard
  • Compliance dashboard
  • Trust funding concierge
  • DCP certification track
  • Marketing materials kit
  • Co-branded client collateral
  • Quarterly business review
Become a Partner

Enterprise

$999/mo

+ $500/trust for unlimited volume

Commission: $500/trust

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

Full Feature Comparison

Feature Starter Professional Enterprise
Monthly platform fee $299/mo $599/mo $999/mo + $500/trust
Commission per trust $250 $350 $500
Monthly trust limit 10 50 Unlimited
72-hour document delivery Yes Yes Yes
Attorney review Yes Yes Yes (48hr priority)
Client dashboard Yes Yes Yes
Trust funding concierge No Yes Yes
Branding Standard DynastyOS Co-branded portal Full white-label + custom domain
Support Email (24hr) Priority phone & email Dedicated success manager
Reporting Basic Advanced analytics Custom reporting
Compliance dashboard No Yes Yes
Certification track Basic modules DCP certification DCM master certification
Marketing materials No Yes — co-branded Yes — custom campaigns
API access No No Yes
Custom integrations No No Yes
Business reviews No Quarterly Quarterly strategy sessions

What You Could Earn

Revenue projections based on trust volume at each tier. These numbers reflect partner commission only — net of monthly platform fees.

5 Trusts Per Month

Starter

$951

Monthly Net

$11,412

Annual Net

Professional

$1,151

Monthly Net

$13,812

Annual Net

Enterprise

$1,501

Monthly Net

$18,012

Annual Net

20 Trusts Per Month

Starter

10-trust cap — upgrade needed

$2,201

Monthly Net (at cap)

Professional

$6,401

Monthly Net

$76,812

Annual Net

Enterprise

$9,001

Monthly Net

$108,012

Annual Net

50 Trusts Per Month

Starter

10-trust cap — upgrade required

N/A

Professional

$16,901

Monthly Net

$202,812

Annual Net

Enterprise

$24,001

Monthly Net

$288,012

Annual Net

* Revenue projections = (trusts x commission) - monthly fee. Actual results depend on trust complexity and volume. Enterprise per-trust fee of $500 is in addition to the $999/mo base.

Pricing Questions

No. All partnership tiers are month-to-month with no setup fees, no cancellation penalties, and no long-term commitments. You can upgrade, downgrade, or cancel at any time. We earn your business every month.
You earn a commission on every trust completed through your partner account. Starter partners earn $250 per trust, Professional partners earn $350 per trust, and Enterprise partners earn $500 per trust. Commissions are paid monthly via direct deposit. The commission covers your revenue share — clients pay DynastyOS separately for their trust services.
Yes. You can upgrade immediately at any time and your new tier takes effect within 24 hours. Downgrades take effect at the start of your next billing cycle. If you are approaching your trust cap, we will notify you and recommend an upgrade to avoid interruption.
If you reach your monthly trust limit (10 for Starter, 50 for Professional), you will receive a notification to upgrade. We will not cut off active client engagements. If you are consistently near your cap, your account manager will reach out to discuss upgrading to the next tier for better commission rates and additional features.
Enterprise partners pay $999/mo base fee plus $500 per trust completed. In return, you receive unlimited trust volume, full white-label branding with custom domain, dedicated success manager, API access for custom integrations, priority 48-hour attorney review, and the highest commission rate. The per-trust fee structure means you only pay more when you are earning more.
For firms anticipating more than 100 trusts per month, or for multi-location practices, we offer custom pricing packages. Contact our sales team to discuss your specific needs. We also offer special pricing for professional associations and referral networks.

Start Your Partner Journey

Join the DynastyOS partner network today. Choose your tier, complete onboarding, and start earning from your very first trust.

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