A New Standard for Trust Services
Professional-grade trust solutions with simple, transparent pricing. No hourly billing, no hidden fees.
QSBS Trust Package
Perfect for maximizing your QSBS capital gains exclusion before major liquidity events.
Pre-Liquidity:
Includes up to four trusts
Post-Liquidity: $3,000/year per trust (plus tax prep costs). For comprehensive management of established trusts with significant assets.
*Higher fees if we manage investments
Working with Cofounders?
Save money on QSBS trust setup with our special cofounder pricing.
Learn About Cofounder Package→What You Get
Trust Formation
Trust formation and setup services using standardized documentation and established processes.
Administration
Ongoing trust administration and compliance management, including record-keeping and beneficiary communication.
Tax Returns
Professional tax preparation and filing services, including annual Federal income tax returns (Form 1041) for each of your trusts.
The Power of a Licensed Trust Company
Trust administration is provided by Dynasty Trust Company, a duly chartered Nevada corporate trust company, legally authorized to manage trusts with the strongest protections in the U.S. Our regulated status and technology-driven approach allow us to provide the same institutional-grade services at a fraction of the cost, making elite estate management accessible to everyone. Dynasty Trust Company is an affiliate of GetDynasty. For more information on Dynasty Trust Company, please visit dynastytrustcompany.ai.