White-Label Solutions
Your Brand. Our Engine.
Seamless Client Experience.
DynastyOS powers your estate planning offering under your brand. Your logo, your colors, your domain. Your clients interact with your brand throughout the entire process. DynastyOS operates invisibly in the background.
What Is White-Label?
DynastyOS provides the entire estate planning infrastructure — AI document generation, attorney supervision, trust funding, compliance — while your clients see only your brand. From the first intake to the final document delivery, the experience is yours.
Co-Branded Experience
Your brand alongside DynastyOS. The professional starting point for firms building trust services.
- Co-branded client portal (your logo + DynastyOS)
- Your business name on intake questionnaire
- Customizable client-facing email templates
- Personalized URL (yourbrand.dynastyos.ai)
- Your brand colors in the portal interface
- Co-branded document cover pages
Fully Branded Experience
Your brand only. Clients never see DynastyOS. The premium choice for firms and agencies.
- Fully branded client portal (your brand only)
- Custom domain (trusts.yourbrand.com)
- Branded document cover pages
- Custom email domain for client communications
- Branded mobile experience
- API access for CRM integration
What's Included
Every white-label deployment includes the full DynastyOS platform engine underneath your brand.
Custom Branded Portal
Your logo, your color scheme, your brand identity throughout the entire client experience. From the first login to document delivery.
Custom Domain
Enterprise partners get a custom domain like estate.yourfirm.com. Clients access the platform from your URL, reinforcing your brand at every touchpoint.
Branded Documents
Co-branded or fully branded document cover pages. Your name appears on client communications and trust document packages.
Branded Communications
Client emails, status updates, and notifications come from your brand. Enterprise tier includes custom email domain integration.
Mobile Experience
Your clients access the branded portal from any device. Responsive design ensures a professional experience on desktop, tablet, and mobile.
Dedicated Onboarding
A dedicated onboarding specialist guides your team through setup, brand configuration, and platform training. Get up and running fast.
How It Works
Three steps from sign-up to live white-label deployment.
Who White-Label Is For
White-label is designed for organizations that want estate planning under their own brand identity.
Enterprise Partners
Large organizations that want a fully branded estate planning division without building the infrastructure from scratch.
Financial Advisory Firms
RIAs and advisory practices that want to add estate planning as a branded service line integrated with their existing client experience.
Insurance Agencies
Insurance agencies that want to offer trust services as a natural extension of their life insurance and annuity products, all under their agency brand.
Law Firms
Law firms that want to scale their estate planning practice with AI-powered efficiency while maintaining complete brand control over the client experience.
What Stays Constant Under the Hood
Your brand is the face. These are the foundations that never change, regardless of branding.
Attorney Supervision
Every document reviewed by a licensed attorney in the DynastyOS network. Always. No exceptions.
AI Document Engine
100-mind quantum AI synthesis generates state-specific documents. 12+ trust types. 72-hour delivery.
Compliance Framework
50-state compliance, UPL protections, required disclosures, and liability allocation. All built in.
Security Standards
Xavier Security Architecture. AES-256 encryption. TLS 1.3. SOC 2 Type II facilities. Bank-grade protection.
White-Label Pricing
Co-branded white-label is available on the Professional tier at $599/month. Fully branded white-label with custom domain and API access is available on the Enterprise tier at $999/month.
Setup is included with your subscription. No additional branding fees. No hidden charges.
Ready to Launch Under Your Brand?
Schedule a white-label demo and see exactly how DynastyOS looks with your brand, your colors, and your domain. We will walk you through the setup process and have you live in as little as 5 business days.