Free Plan

Basic Trusts with limited assets and people.
  • Perfect for the average person who only needs a Basic Digital Trust with limited assets, people, and defensibility.

Standard Plan

Enhanced protection against probate.
  • Unlimited beneficiaries
  • Unlimited trust changes
  • Unlimited assets
  • One remote notarization per year
  • Advanced Features
  • Enhanced defensibility
  • Financial concierge

Advantage Plan

Personalized support and guidance.
Custom Pricing
  • Asset transfer assistance
  • Dedicated financial concierge
  • Convert existing trusts to digital
  • White glove trust setup
  • Custom trustee services
  • Foreign beneficiaries
  • Offshore trusts
  • Added asset protection trusts
  • Customized distribution schedules
  • White gloves trust setup

Comparing Dynasty

The average customer would save over $3000 for the duration of their Living Trust


Trust Software Trust Lawyers
Digital Trust Creation Free $500+ $2300+
Digital & Wet-Ink Signatures $99/yr with Dynasty Advantage Not incuded Not incuded
Remote Notarization Included with Advantage $150+ $150+
Dynasty Vault Storage Included with Advantage Not incuded Not incuded
Fully Remote Execution Included with Advantage Not incuded Not incuded
Trust Changes Included with Advantage $150+ Per Changes $350-$1000 per change
Modern Day Protection Included with Advantage Not incuded Not incuded
Dedicated Support Included with Advantage Not incuded $300+/hr

What is a Trust?

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.