Platform Services
The Complete Estate Planning Engine for Your Practice
Six core capabilities that power every trust, protect every family, and generate revenue for your practice. Built by technologists, reviewed by attorneys, trusted by professionals.
Six Pillars of the DynastyOS Engine
Every capability is designed to remove friction, ensure quality, and generate revenue for your practice.
100-Mind Quantum AI
Our proprietary AI engine synthesizes the knowledge of 100 elite estate planning professionals — trust attorneys, tax strategists, wealth advisors, and fiduciary experts. Every recommendation draws from collective expertise that no single advisor can match. The AI analyzes family structures, asset types, state laws, and tax implications to recommend the optimal trust configuration.
72-Hour Trust Completion
From client intake to delivered, attorney-reviewed documents in 72 hours. Traditional estate planning takes 2–6 weeks. Our AI-powered drafting engine generates state-compliant trust documents in minutes, then routes them for attorney review. Your clients receive complete trust packages — including pour-over wills, powers of attorney, and healthcare directives — faster than any traditional firm.
Trust Funding Concierge
70% of trusts created on other platforms fail because they are never funded. A trust without funded assets is just paper. Our concierge team retitles real estate deeds, updates bank and brokerage account ownership, reassigns beneficiary designations, and confirms every asset is properly transferred into the trust. This is the service no competitor offers — and the one your clients need most.
Triple Lock Security
Your clients entrust you with their most sensitive information. DynastyOS protects it with three layers of security: AES-256 encryption at rest and in transit, our proprietary Xavier Security Architecture with JWT ES256 authentication and tamper-evident audit logs, and bank-grade infrastructure with SOC 2 Type II controls. Every access event is logged. Every document is encrypted. Every transmission is secured.
Attorney Review — Every Document
AI generates. Attorneys verify. Every trust document produced by DynastyOS is reviewed by a licensed attorney before it reaches your client. No exceptions, no shortcuts, no DIY risk. Our attorney network includes practitioners licensed across all 50 states, ensuring jurisdiction-specific compliance. Enterprise partners receive priority 48-hour attorney review turnaround.
Multi-Generational Management
Estate planning does not end when the trust is signed. DynastyOS provides ongoing trust management across generations — annual reviews, life event updates (marriage, divorce, birth, death, property changes), successor trustee transitions, and heritage services including heir property resolution and land patent recovery. Your clients stay protected as their families evolve.
Your Brand. Our Engine.
White-label DynastyOS and present institutional-grade estate planning as your own proprietary service. Your clients see your brand at every touchpoint.
Client-Facing Portal
Your logo, your color scheme, your firm name on the client intake questionnaire, document delivery portal, and trust status dashboard. Clients interact exclusively with your brand throughout the entire process.
Document Branding
All trust documents, cover letters, funding instructions, and correspondence carry your firm's branding. DynastyOS operates invisibly in the background — your clients never know we exist.
Custom Domain
Enterprise partners receive a fully branded portal on their own domain (e.g., trusts.yourfirm.com). Complete DNS configuration, SSL certificates, and custom email addresses included.
Marketing Collateral
Co-branded presentations, email templates, social media content, and client-facing brochures. Professional and Enterprise tiers include custom marketing campaigns designed for your target market.
Fits Into Your Existing Practice
DynastyOS integrates seamlessly into your current workflow — no matter your profession. Add estate planning services without disrupting what already works.
Financial Advisors
Integrate estate planning into your annual review process. After building the financial plan, protect it with the right trust. DynastyOS connects to your existing CRM and client management workflows. Every AUM conversation now includes an estate planning conversation.
CPAs & Tax Professionals
Tax planning and estate planning are inseparable. Offer trust structures that reduce estate tax exposure, protect assets from creditors, and ensure smooth wealth transfer. DynastyOS provides the trust expertise so you can focus on what you do best — tax strategy.
Insurance Professionals
Every life insurance policy should have a trust behind it. The policy funds the trust; the trust protects the payout. Cross-sell naturally during every policy review. DynastyOS turns your insurance conversations into comprehensive wealth protection conversations.
Attorneys
Add 12+ trust structures to your practice without hiring additional staff. AI-powered drafting reduces your turnaround from weeks to hours, and attorney review ensures every document meets your standards. Enterprise API access lets you integrate DynastyOS directly into your case management system.
Built-In Compliance Framework
Compliance is not an afterthought. It is baked into every layer of the platform.
50-State Coverage
State-specific trust language, witness requirements, notarization rules, and filing requirements are handled automatically. Serve clients in any state without researching jurisdiction-specific regulations.
Data Protection
AES-256 encryption, role-based access controls, tamper-evident audit logs, and SOC 2 Type II compliance. Client data is protected at rest, in transit, and in use.
Professional Scope Protection
Our compliance framework ensures you stay within your professional scope. You facilitate, educate, and manage relationships. Our platform and attorney network handle the legal complexity.
Ready to Power Your Practice?
Join the DynastyOS partner network and offer your clients institutional-grade estate planning. Six capabilities. One platform. Unlimited potential.