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Our deed Transfer software makes it easy to move your home into your Trust.
Get increased privacy by setting an anonymous name for your Trust keeping your public ownership records private.
Unlimited live customer support to answer all of your questions and ensure you can confidently complete your Trust.
The ability to make easy updates to your Trust as much as needed, within minutes.
Increased trust defensibility by having your identity and signature witnessed and stamped by a live notary.
Name Dynasty as your successor Trustee and alleviate the burden and concerns that come with finding someone to manage your estate.
| Free | Advantage | |
|---|---|---|
| Fully Executed Trust | ||
| All Digital Experience | ||
| Electronic Signature | ||
| Lifetime access to Trust | ||
| Digital Guardianship | ||
| Custom Trust Name | - | |
| Dynasty as Successor | - | |
| Customer Support | - | |
| Asset Transfer Assistance | - | |
| Unlimited Trust Edits | - | |
| 1 Live Notary per year | - | |
| Beneficiary Milestones | - | |
| Disinherit Children | - | |
| Trust Creation Assistance | - |
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.