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
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.