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For most of modern history, trusts have been a secret weapon of the ultra-wealthy — complex legal structures used to quietly preserve wealth, minimize taxes, avoid court, and shield assets from lawsuits or divorce. But these tools were never designed for regular people. They required expensive lawyers, hours of paperwork, and tens of thousands of dollars just to get started. The result? A system where the rich got richer, and everyone else was left unprotected.
At Dynasty, we didn’t think that was fair. So we decided to change it.
We built the first trust platform designed not for billionaires or big law firms — but for everyone else. For founders. For parents. For professionals. For people with something to lose and someone they love. We believe that protecting what you build shouldn’t require wealth, connections, or a JD. It should be as easy as opening a bank account — and that’s exactly what we’ve made it.
Dynasty lets anyone create a powerful legal trust in minutes — all online, and at a fraction of the cost and time, with the best protections possible. You don’t need to understand tax code or asset structures. We’ve built the trust engine under the hood, and we guide you through everything step by step. The result is a living, breathing trust that can protect your home, your savings, your equity, or your legacy — starting today.
We’re not just a software company. Dynasty is a licensed Nevada trust company, which means we’re legally authorized to hold and manage real trusts with the strongest legal protections available in the U.S. It’s real, regulated protection — built on top of the same legal infrastructure that wealthy families have used for generations.
Only now, it belongs to everyone.
A Living Trust is a personal entity that you put your assets into. Think of it like a personal LLC that you put everything you own in. Except it doesn’t protect you from liability like an LLC, it protects your assets and heirs from probate.
Probate is the expensive and complicated (12-18 months) court process where a judge decides what happens to your assets when you die or become incapacitated. Creating a living trust allows your assets to completely circumvent probate and seamlessly transfer to whoever you want.
In addition to being able to assign who you want to inherit your assets, a Trust also allows you to assign someone to manage it (your successor trustee).
Instead of going through probate, your Successor Trustee takes control of the Trust and distributes your assets per your instructions.
The person you select as Successor Trustee should be your most trusted person. Like a best friend or closest family member.
At Dynasty, we believe everyone needs a Living Trust. If you have assets today, or plan to acquire assets in the future, you should create a trust. That way when you buy your first house or get startup shares, you can immediately title them in your Trust and never be left unprotected.
Probate is the court facilitated legal process that takes place if you don’t have a defensible living trust in place at time of death. This process can take anywhere from 9 to 18 months and cost you up to 10% of the total value of your estate in court fees and attorney costs.
The process determines:
It is estimated that ~3 billion dollars are lost by Americans in probate fees every single year, and a majority of that goes to attorney fees. The good news is that creating a living trust can help you avoid this. Living trusts detail specific instructions for your estate which get carried out by a designated successor trustee. This allows your estate to be transferred without court intervention.
To create a trust you will:
Most online trust providers only take you part of the way by selling you a trust template. Lawyers will take you the entire way but in most cases still don’t want the burden of securely storing your physical documents. Dynasty Advantage will not only help you create your documents, but we also enable you to remotely sign and notarize them as well. Then we physically and securely store your living trust for you.
Safe storage is an essential part of the process because a trust is only valid if it can be furnished when necessary. If trust documents are lost or damaged, then all the steps you took to properly prepare your estate plan are moot. Dynasty takes the burden of storage away from you and ensures that the right people will be given access to your trust if events call for it.
Dynasty’s living trusts sit at the intersection between online stationery stores (how we characterize every online provider that exists today) and a full blown law firm experience. Our offering goes far beyond the trust creation workflow of online stationery stores that sell you a template and require you to notarize and store your plans separately. However, unlike a law firm, we are not providing any legal advice.
Dynasty Cloud enables you to remotely create, sign, notarize, and store your trust documents. Additionally, we allow you to come back, visualize your plan, and make changes as life events occur. This entire process is necessary for creating a defensible and up to date living trust.
The final step of the process in making your trust defensible is transferring assets into your trust. For more on that process, please see our article on transferring assets.
For most, the answer is probably not. Today you can go into any online/offline stationary store and purchase a living trust template. Then you just need to fill it out, sign, notarize and store it securely. As events happen in your life (asset purchase, child’s birth, marriage, etc) you would open the template and fill out all the details again, including any updates. Then again you would need to sign, notarize and store it securely.
The trust process is trivial for most people as it primarily requires assigning beneficiaries and transferring title of your assets from your individual name to your living trust. For anyone that is seeking legal advice or has an overly complicated estate, an attorney is highly recommended.
Remote notary legislation currently exists in many states and includes many changes enacted during the covid-19 pandemic due to social distancing requirements. This allows Dynasty to take advantage of state specific notary laws to ensure that your living trust can be legally and fully remotely notarized in all 50 states. The process involves online video conferencing and multiple methods of identification. At Dynasty we believe that remote notary is the future and are making it a core offering of our business.
When it comes to naming who you want to inherit your assets, most people think of creating a Will. But creating a Living Trust actually has huge advantages. We break down the differences for you below.
A Will is a document that describes who you want to inherit your assets after you die. After you die, your Will is interpreted by a judge during a public process known as probate.
On average probate takes 12-18 months and can be expensive with court and lawyer fees. This is made even worse if you have family and friends fighting over your assets. The longer they fight, the more your assets get devoured by legal fees.
A Living Trust is a simple personal entity that you put your assets into. In addition to being able to assign who you want to inherit your assets, a Trust also allows you to assign someone to manage it (your successor trustee).
A Living Trust allows you to completely circumvent probate and make transferring your assets private and seamless. Think of it like a personal LLC that you put everything you own into. Except it doesn’t protect you from liability like an LLC, it protects your heirs from probate. Instead of going through probate, your successor trustee takes control of the Trust and distributes your assets per your instructions.
The person you select as Successor Trustee should be your most trusted person. Like a best friend or closest family member.
At Dynasty we believe that having a Living Trust should be a basic American right, and that it shouldn’t require money or lawyers. So we’ve made it simple and free for everyone. Create your free trust today and never leave your loved ones unprotected.
Our founding team previously revolutionized the venture capital space at Carta by empowering more employee ownership and transparency into startup companies. Today Carta is used by over 70% of startups and manages over 2.5M users.
Now we have our sights set on empowering the average American with wealth creation and protection tools that are usually reserved for the rich. Our Co-Founder & CTO was the first employee and architect of Carta’s platform that secures their $2.5 trillion in assets. He brings that knowledge to Dynasty to build a secure Living Trust Platform.
Investors backing
our platform
USD saved by families
using Dynasty this year
We are proudly backed by over 50 investors, which includes esteemed figures such as Bill Ackman, influential finance billionaire, Henry Ward, the visionary CEO of Carta, and Jerry Murdock, the founder of Insight Partners.
Founder of Pershing Capital
CEO of Carta
VP of InfraTech Partners
Founder of Insight Partners
Real Estate Influencer
Founder of TrustFund Ventures
A Living Trust is a financial tool that lets you plan, organize, and protect your life. It’s a personal entity that allows you to add assets and plan out your inheritance. Eliminating legal battles, cost, and time spent by your loved ones.
Think of it like a personal LLC that you put everything you own in. Except it doesn’t protect you from liability like an LLC does, it protects you from probate and conservatorship.
Probate is the complicated court process (12-18 months) where a judge decides what happens to your assets after you die, become incapacitated, or are “deemed” incapable. Creating a living trust allows your assets to completely circumvent probate and immediately transfer to your loved ones.
In addition to being able to name heirs (your beneficiaries), a Trust also allows you to assign someone to manage it (your successor trustee). Instead of going through probate, your Successor Trustee takes control of the Trust, handles your affairs, and distributes your assets according to your instructions. The person you select as Successor Trustee should be your most trusted person. Like a best friend or closest family member.
At Dynasty, we believe everyone should have a Living Trust. If you have children, assets, or plan to acquire assets in the future, you should create a Trust. That way when you buy your next home, open a bank or brokerage account, get startup shares, etc. – you can immediately title them in your trust.