Partner Resources
Everything you need to onboard, market, train, and grow your DynastyOS-powered estate planning practice. Download materials, access training, and explore the API.
Getting Started Kit
Your first 30 days as a DynastyOS partner. Everything you need to launch estate planning services from day one.
Partner Welcome Guide
Complete onboarding manual covering platform setup, first-client walkthrough, and success milestones for your first 30 days.
Download PDFPlatform Quick Start
Step-by-step guide to setting up your partner portal, configuring white-label branding, and submitting your first trust intake.
Download PDFLaunch Checklist
Pre-launch checklist covering branding, compliance review, first-client scripts, and workflow configuration before going live.
Download PDFMarketing Materials
Co-branded and white-label marketing assets to help you attract clients and communicate the value of estate planning.
Client Presentation Deck
Professional slide deck for presenting estate planning services to prospective clients. Customizable with your firm branding.
Download PPTXEmail Campaign Templates
Pre-written email sequences for introducing estate planning to your existing clients. 6-email nurture series included.
Download ZIPSocial Media Content Kit
30 days of social media posts, graphics, and captions optimized for LinkedIn, Facebook, and Instagram. Ready to post.
Download ZIPClient-Facing Brochure
Two-page brochure explaining trust benefits, the DynastyOS process, and pricing. Print-ready and co-brandable.
Download PDFTraining Resources
Deepen your expertise with structured learning paths and certification preparation materials.
DCP Certification Prep
Study guide and practice exam for the DynastyOS Certified Partner exam. Covers platform proficiency, trust fundamentals, and compliance.
Access CoursePlatform Walkthrough Videos
8-part video series covering every feature of the DynastyOS partner portal. From intake to funded trust in under 60 minutes.
Watch SeriesTrust Types Reference Guide
Comprehensive guide to all 12+ trust structures available on DynastyOS. Use cases, eligibility, and client conversation starters.
Download PDFCompliance Resources
Stay within professional scope and regulatory requirements with our compliance documentation.
Professional Scope Guide
Clear guidelines on what you can and cannot do as a DynastyOS partner. Covers financial advisors, insurance professionals, CPAs, and attorneys.
Download PDFState Compliance Matrix
50-state reference showing trust requirements, witness rules, notarization standards, and filing obligations by jurisdiction.
Download PDFClient Disclosure Templates
Pre-approved disclosure forms for client engagements. Covers fee disclosure, scope of services, and attorney review notices.
Download ZIPAPI Documentation
Enterprise-tier partners can integrate DynastyOS directly into their existing systems via our RESTful API.
API Reference
Complete endpoint documentation for trust creation, client management, document retrieval, and status tracking.
View DocumentationIntegration Guide
Step-by-step guide for connecting DynastyOS to your CRM, practice management software, or custom application.
View GuideWebhook Reference
Real-time event notifications for trust status changes, document completions, and funding milestones.
View ReferenceAPI access is available on the Enterprise tier. View pricing for details.
Need Something Else?
Our Partner Success team is here to help. Whether you need custom materials, technical support, or strategic guidance — reach out anytime.