Terms of Use

This summary is for convenience only. The numbered sections below control if there is any conflict.

• GetDynasty gives you self-help trust templates and software. We are not a law firm or an accounting firm. We do not give legal, tax, or business advice.
• You are responsible for your choices, for any changes you make to a template, and for making sure a stock transfer to your trust is valid and properly recorded with your company.
• Trust administration by Dynasty Trust Company LLC is a separate service under a separate agreement with its own fees.
• Your privacy is governed by our Privacy Policy, which is part of these terms.
• This Agreement requires arbitration of disputes on an individual basis and waives class actions and jury trials.

This GetDynasty Services Agreement (this “Agreement”) is a binding contract between you (“you” or “User”) and Dynasty Labs Inc. (“GetDynasty,” “Dynasty,” “we,” “us,” or “our”), the operator of the website located at www.getdynasty.com and www.dynastytrustcompany.ai (the “Site”). It governs your access to and use of the Site, our trust templates, our automated document tools, and any related resources and workflows we make available to you.

By creating an account, checking an “I Agree” box, applying an electronic signature, purchasing or downloading any product, or otherwise accessing or using the Site or the Services, you agree to be bound by this Agreement and by our Privacy Policy, which is incorporated by reference. If you do not agree, do not access or use the Site or the Services.

This Agreement consolidates and replaces our prior Terms of Use, Trust Creation Terms and Conditions, and Transferor Acknowledgement. Trust administration by Dynasty Trust Company LLC is governed by a separate DTC Services and Fee Agreement. Where a separate agreement conflicts with this Agreement on its specific subject, the separate agreement controls for that subject.

Changes to this Agreement

We may revise this Agreement at any time in our sole discretion. Revisions take effect when we post them and update the “Last Updated” date. For material changes, we will post notice on the Site and, where you have registered, email the address on file. Your continued use of the Site or the Services after a revision means you accept it. You are responsible for reviewing this Agreement periodically.

• “Services” means the online portal, general trust information, standard trust templates, automated software solution, document generation, and optional notarization and storage that we make available through the Site.
• “Forms” or “Templates” means the standard trust and related form documents we make available, provided as a starting point only.
• “Documents” means the documents you generate using the Templates and Services.
• “Resources” means the document descriptions, help materials, and information shared on the Site or by email.
• “Workflow” means our tools and optional form templates relating to a contemplated transfer of shares or other assets to a trust.
• “DTC” means Dynasty Trust Company LLC, an affiliate that acts only as a trustee under its own separate agreement. DTC is not a law firm and does not provide legal, tax, or investment advice.
• “Privacy Policy” means our Privacy Policy at www.getdynasty.com/privacy, as updated from time to time.
• “User Content” means information and content you provide through the Services, including trust application answers and communications with us.

The Site and the Services are intended for adults 18 and older. You may not provide any person under 18 with access to the Services, and persons under 18 may not create an account or submit personal information. If we learn we have collected personal information from someone under 18, we will delete it.

To use certain features you must open an account and provide complete and accurate information. You are responsible for keeping your password confidential and for all activity under your account. You may not use another person’s account or credentials. Notify us immediately of any unauthorized use. We are not liable for losses arising from someone else’s use of your account, and you may be liable for losses we incur from such use.

You agree to provide current, complete, and accurate purchase and account information and to keep it updated. If we detect suspicious activity, we may temporarily disable your account in our sole discretion. We may refuse, limit, or cancel any order, including multiple orders that appear to originate from the same person, payment method, or billing information.

We provide an online portal to give visitors a general understanding of various types of trusts, standard trust templates, and an automated software solution to create, notarize, and store a trust you choose to create. You are not downloading or licensing Dynasty software. We do not review your answers for completeness, spelling, internal consistency, or legal sufficiency.

The Templates are a starting point only. The success of the Services in meeting your needs depends on your own use and participation, and it is your responsibility to confirm that the Services meet your needs. You assume all risk arising from any modification you or your agents or advisors make to a Template, including the risk that the resulting trust loses legal effect.

We are not a law firm or an accounting firm. We do not and may not perform services performed by an attorney or accountant. At no time do we review your answers for legal sufficiency, draw legal conclusions, provide legal, tax, or business advice, or apply the law to your particular situation. The services are not a substitute for the advice of an attorney or accountant. No attorney-client relationship or privilege is created with us. You should consult your own attorney and accountant before creating or funding any trust.

We do not act as, and you should not construe the Services as, an independent advisor or consultant, a provider of legal or tax advice, or a financial planner. We strive to keep information current, but the law changes rapidly and varies by jurisdiction. The information on the Site is general information, is not legal advice, and is not guaranteed to be correct, complete, or up to date.

If, before you create an account or make a purchase, you believe we provided legal advice, an opinion, or a recommendation about your legal rights, remedies, options, or strategies, you will not proceed with the purchase, and any purchase you make will be null and void.

Nothing in the Services, the Resources, or the Documents, and nothing shared with you in connection with them, is the rendering of legal, tax, or business advice, either generally or for any specific issue. These materials are for general informational and educational purposes only. You are responsible for obtaining legal, tax, and business advice from your own professionals and should not rely on the Resources or the Documents without doing so.

Compliance and validity

You agree to use the Resources and the Documents in compliance with all applicable laws, including applicable Nevada laws. As a general matter, you should not make substantive changes to any Form without checking with your own legal counsel. GetDynasty Trust Templates are intended to be governed by Nevada law, and you assume complete responsibility and risk for any use that fails to meet the requirements of Nevada law, any other applicable law, or the relevant Internal Revenue Code provisions and rulings. Generation of a trust agreement from a Template is provided for convenience only, and we do not represent the validity of any such agreement.

Modifications to Templates

The Templates are do-it-yourself forms provided for convenience and general information only. You may modify a Template, or direct or arrange its modification through your own representatives, including legal counsel, other advisers, or software tools. Any customization, interpretation, or modification based on your circumstances is solely your responsibility, and you are advised to consult independent legal counsel. GetDynasty does not draft, originate, request, or direct your modifications and makes no independent legal or tax judgment about their suitability, validity, or appropriateness.

If you ask GetDynasty to make or assist with a modification, you agree that GetDynasty does so only at your request and direction, for convenience, without making any independent legal or tax judgment about the change, and without acting as your attorney or providing legal or tax advice. You assume all risk arising from any modified Template, including the risk that the resulting trust loses legal effect.

You release, waive, and hold harmless Dynasty Labs Inc. and its officers, employees, contractors, and affiliates from any liability, claims, damages, or losses arising out of or related to (i) the use of modified trust documents; (ii) any tax, legal, or financial outcomes resulting from those documents; and (iii) any failure to obtain independent professional advice. Where you modify, or ask us to modify, a Template, we may require you to sign a separate Customer Acknowledgement and Waiver specific to that modification, which supplements this Agreement.

Transfers of shares and other assets to your trust

Any form documents in the Workflow — including any stock transfer agreement, stock power, board consent, notices, and ancillary forms — are provided solely for convenience and general information. You are solely responsible for:

• determining whether a transfer is permitted under all applicable documents and law;
• ensuring the transaction documents are correctly completed and executed;
• obtaining all required corporate approvals, notices, consents, legends, and transfer-agent instructions, and updating the company’s capitalization records and ledger; and
• ensuring the transfer is properly recorded on the company’s books and records and with any applicable transfer agent.

Company securities are often subject to transfer restrictions, rights of first refusal, co-sale rights, investor consents, vesting or repurchase rights, lockups, and securities-law limits. You are responsible for reviewing and complying with all applicable restrictions and obtaining any required approvals, even if a Template contains statements suggesting an exemption. The company may require additional steps before it recognizes a transfer, including legends, stop-transfer instructions, additional documentation, or a legal opinion satisfactory to its counsel. Use of the Workflow or a Template does not guarantee that the company or any transfer agent will approve, register, record, or process a transfer, or that a transfer will appear on the capitalization table by any particular date.

Tax and QSBS

Transferring shares to a trust may have gift and income tax consequences, including possible federal gift tax reporting, and may affect QSBS planning depending on the facts. You are solely responsible for obtaining tax advice and for any filings, elections, valuations, substantiation, and reporting.

Trust administration is not part of the Services covered by this Agreement. If DTC serves as trustee of your trust, it does so only as a trustee under a separate DTC Services and Fee Agreement, which has its own scope and fees. GetDynasty and DTC are separate entities. Neither GetDynasty, DTC, nor their personnel acts as your attorney, tax advisor, fiduciary, or investment advisor in connection with your decision to create a trust or to transfer assets to it. Notary services offered through the Site are provided by independent third parties, and we disclaim liability for those services.

Payments are processed exclusively through Stripe. We do not store your payment card information. You authorize us and Stripe to charge your selected payment method for amounts you owe.

• Trust administration fees. Fees for trust administration by DTC are separate and are governed by the DTC Services and Fee Agreement.
• Subscriptions and automatic renewal. If you buy a recurring subscription, you will be charged the stated amount at the stated frequency until you cancel. You may cancel from your Account page. If we do not receive notice at least 72 hours before a billing cycle, you will be charged for that cycle and no refund will be provided. Your subscription continues until you cancel or we cease providing the service.
• General refund policy. Except as required by applicable law, all purchases are final and we have a general no-refund, no-exchange policy.

The Site may contain typographical errors, inaccuracies, or omissions relating to product descriptions, pricing, availability, and function. We may correct these and may change or update information at any time without notice, including after an order is submitted or a payment method is charged. If we cancel a charged order, we will credit your payment method; timing depends on your bank or processor.

We may offer to introduce you to a partner law firm for legal consultation about your trust. If you elect this service and give your separate express consent, we will share the information you provided during the trust process — including your name, contact information, beneficiary names and relationships, trust objectives, stock and company information, trust-type selections, and other planning details — with the partner law firm solely to prepare for your consultation. You acknowledge that:

• the partner law firm is independent and is not affiliated with, or an agent or employee of, GetDynasty, and any engagement with it is governed by its own terms and privacy policies;
• sharing your information does not create an attorney-client relationship until the law firm independently agrees to represent you;
• the partner law firm may have a privacy policy that differs from ours, and we are not responsible for its advice or services; and
• you may revoke your consent to share information at any time by emailing support@getdynasty.com, although information already shared cannot be recalled.

Your use of the Site and the Services is subject to our Privacy Policy, available at www.getdynasty.com/privacy, which is incorporated into this Agreement by reference and describes how we collect, use, share, and protect your information. Please read it carefully. By using the Site or the Services, you agree that your information will be handled as described in the Privacy Policy.

When you provide personal information through an application form or similar service, you grant us a worldwide, royalty-free, non-exclusive, sublicensable license to use, distribute, reproduce, modify, publish, and translate that information solely to enable your use of the Services. You may revoke this license by removing your personal information from the Services.

All content available on or through the Site — including data, text, images, logos, graphics, documents, trademarks, and copyrights (“Content”) — is the property of Dynasty or its licensors and is protected by law. We retain all right, title, and interest in the Content. Neither title nor intellectual property rights are transferred to you by accessing the Site.

We grant you a limited, personal, non-exclusive, non-transferable license to use the Forms for your own personal use, or, if you are an attorney or professional, for your client. Except for completing a Form for your authorized use, you may not modify, copy, reproduce, create derivative works of, reverse engineer, or otherwise exploit any Form, and you may not remove any copyright notice. Any legal document you purchase or download is for your personal use only and may not be sold, replicated, or redistributed without our express written consent.

Your User Content

You are solely responsible for your User Content and represent that you have all rights needed to provide it and that it does not infringe any third-party rights or violate any law. You grant us a license to use your User Content as necessary to operate, provide, promote, and improve the Services, and for internal research; for external research, information will be used only in anonymized and aggregated form. We do not claim ownership of your User Content.

DMCA

If you believe content on the Services infringes your copyright, you may send a notice under the Digital Millennium Copyright Act (see 17 U.S.C. § 512(c)(3)) that includes your signature, identification of the work and the allegedly infringing material and its location, your contact information, a good-faith statement, and a statement under penalty of perjury that the notice is accurate and that you are authorized to act.

You agree not to, and not to help anyone else:

• use the Services for any unlawful activity, or for activities where failure of the Services could lead to physical or mental harm, injury, or death;
• provide anyone under 18 with access to the Services;
• use or access the Services to build or support a competitive product or service;
• interfere with the normal operation of the Services, or access them other than through the interfaces we provide;
• probe, scan, or test the security of the Services, or use automated means to scrape or extract data, without our written authorization;
• reverse engineer, or deny others access to, the Services, to the extent permitted by law;
• store or transmit viruses, malware, or malicious code through the Services;
• reuse, resell, or lease any product purchased through the Services without our written authorization; or
• post or transmit content that you have no right to post, that is unlawful, infringing, obscene, defamatory, harassing, or misleading, or that impersonates another or misrepresents your affiliation.

We may monitor use of the Site for compliance and may remove or refuse content, terminate access to communication features, and disclose information as necessary to comply with law or protect our rights, all in our sole discretion.

The Site may link to third-party sites and may provide access to third-party tools, all provided “as is” and “as available” without warranties. We do not control and are not responsible for third-party sites, tools, or services, including any notary services, and your use of them is at your own risk and subject to their own terms and privacy policies. If a product involves third-party services, you may be required to accept additional terms, and the third party may contact you directly.

By selecting an “I Agree” or “I Accept” button or checkbox, applying an electronic signature, or otherwise indicating assent through the Site, mobile application, or workflow (each, an “Electronic Acceptance”), you:

• consent to the use of electronic records and to electronic delivery of all documents, disclosures, notices, and communications relating to this Agreement, the Services, and any workflow, unless applicable law requires a paper copy;
• agree that your Electronic Acceptance and any electronic signature have the same legal effect as your handwritten signature to the maximum extent permitted by law, and that no third-party certification is needed to validate it;
• represent that you have the legal capacity and authority to enter into this Agreement and intend to be legally bound; and
• agree that we and our service providers may create and retain records of your Electronic Acceptance, including date and time, the version accepted, and audit-trail information, for as long as reasonably necessary for operational, compliance, and legal purposes.

You may request a copy of any electronically accepted document through the workflow or by contacting support. If you do not consent to Electronic Acceptance, do not proceed.

Consent to contact by phone, text, and messaging apps

When you create an account or give us your telephone number, you agree that GetDynasty, Dynasty Trust Company LLC (“DTC”), and our service providers may contact you at that number by phone call and text message (SMS/MMS), and through messaging applications, for service and transactional purposes relating to your account, your trust, and your use of the Services. These include, for example, identity verification, onboarding, notarization scheduling, document delivery, trust administration, billing, security alerts, and responses to your questions. Message frequency varies, and message and data rates may apply. We may continue to send messages necessary to service your account or administer your trust even after you opt out of other messages.

If you contact us about our Services, request information or a quote, or begin the trust creation process, you also agree that our team may communicate with you about your inquiry and the Services you are considering by phone call, text message, and messaging application, using the contact information you provide, until you ask us to stop. These communications are individualized and relate to the Services you asked about.

Some messages may be sent using automated or autodialing technology, or a prerecorded or artificial voice, including AI-generated voice. You are not required to agree to receive marketing or promotional calls or texts as a condition of buying any product or service. We send marketing or promotional calls or texts using automated technology only to individuals who have separately provided prior express written consent through a dedicated opt-in; that separate consent, and not this Agreement, governs those messages.

You may revoke consent and opt out of calls or texts at any time by replying STOP to any text message, by emailing support@getdynasty.com, or by any other reasonable method; reply HELP for help. We will honor opt-out requests within the time required by law. Opting out of marketing messages will not stop transactional or service messages necessary to administer your account or trust unless you close your account. If you communicate with us through a third-party messaging application, that application’s own terms and privacy practices also apply, and we are not responsible for them.

TO THE EXTENT PERMITTED BY LAW, THE SITE, THE SERVICES, THE RESOURCES, AND THE DOCUMENTS ARE PROVIDED ON AN “AS IS” AND “AS AVAILABLE” BASIS WITH NO REPRESENTATIONS OR WARRANTIES, EXPRESS OR IMPLIED, INCLUDING IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT. WE MAKE NO WARRANTY THAT THE SITE OR SERVICES WILL MEET YOUR REQUIREMENTS, BE UNINTERRUPTED, TIMELY, SECURE, OR ERROR-FREE, OR THAT ANY DOCUMENT WILL BE VALID OR ACHIEVE ANY INTENDED LEGAL OR TAX RESULT. YOU ASSUME COMPLETE RESPONSIBILITY AND RISK FOR YOUR USE OF THE SITE, THE SERVICES, THE RESOURCES, AND THE DOCUMENTS. IF YOUR JURISDICTION DOES NOT ALLOW THE EXCLUSION OF CERTAIN WARRANTIES, SOME OF THESE LIMITATIONS MAY NOT APPLY TO YOU.

TO THE EXTENT PERMITTED BY LAW, IN NO EVENT WILL DYNASTY, ITS AFFILIATES, SUBSIDIARIES, PARENTS, SUCCESSORS, AND ASSIGNS, AND THEIR RESPECTIVE OFFICERS, DIRECTORS, EMPLOYEES, AGENTS, AND SHAREHOLDERS, BE LIABLE FOR ANY INCIDENTAL, SPECIAL, EXEMPLARY, PUNITIVE, CONSEQUENTIAL, OR INDIRECT DAMAGES (INCLUDING LOSS OF DATA, LOSS OF PROGRAMS, OR COST OF SUBSTITUTE GOODS OR SERVICES) ARISING OUT OF OR IN CONNECTION WITH THE SITE, THE SERVICES, A PURCHASE, OR THIS AGREEMENT, HOWEVER ARISING, INCLUDING NEGLIGENCE, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. EACH OF DYNASTY AND ITS AFFILIATES EXPRESSLY DISCLAIMS ALL LIABILITY, LOSS, OR RISK INCURRED AS A DIRECT OR INDIRECT CONSEQUENCE OF THE USE OF THE RESOURCES OR THE DOCUMENTS. SOME JURISDICTIONS DO NOT ALLOW CERTAIN LIMITATIONS, SO SOME OF THE ABOVE MAY NOT APPLY TO YOU.

You agree to defend, indemnify, and hold harmless Dynasty and its affiliates, subsidiaries, parents, successors, and assigns, and their respective officers, directors, employees, agents, and shareholders, from any claims, actions, losses, costs, liabilities, and expenses (including reasonable attorneys’ fees) relating to or arising out of your use of the Site and the Services, including: (1) your breach of this Agreement or the documents it incorporates; (2) your violation of any law or the rights of a third party; (3) any use or activity related to the Services or your purchased products; (4) any allegation that your User Content infringes a third party’s rights; and (5) any failure of the transaction documents or process to effect a valid transfer, obtain approvals, comply with restrictions, or achieve intended tax treatment.

To the maximum extent permitted by law, you release and agree to hold harmless GetDynasty and its affiliates from claims arising out of (a) your use of the Site, the Services, the Workflow, or any Template, and (b) any failure of the transaction documents or process to effect a valid transfer, obtain approvals, comply with restrictions, or achieve intended tax treatment. By using the Resources or the Documents, you waive any rights or claims you may have against Dynasty and its affiliates in connection with them.

To the fullest extent permitted by law, we may, without notice and in our sole discretion, terminate your license to use the Site and block your future access, including where your use violates this Agreement or applicable law, where you misuse the Site, or where we cannot continue providing the Site for technical or legitimate business reasons. Your only remedy for dissatisfaction with the Site, this Agreement, or our practices is to stop using the Site. We may refuse to provide access to the Resources and the Documents at any time, and to the extent permitted by law we are not liable for loss resulting from that refusal.

Please read this section carefully. It requires arbitration on an individual basis and waives jury trials and class actions.

Informal resolution first. Before starting any arbitration, the parties will attempt in good faith to resolve any dispute through informal discussion and then mediation. A party who intends to seek arbitration must first send a written Notice of Dispute by U.S. certified mail describing the claim and the specific relief sought. Notice to Dynasty goes to: Notice of Dispute, Dynasty Labs Inc., 6525 Crown Blvd., #41494, San Jose, CA 95160. If the dispute is not resolved within 30 days after the Notice is received, either party may commence arbitration.

Agreement to arbitrate. Dynasty and you agree to arbitrate all disputes and claims between us before a single arbitrator, broadly interpreted, including claims in contract, tort, statute, fraud, or any other theory, claims that arose before this Agreement, and claims that arise after termination. References to “Dynasty,” “you,” and “us” include our respective affiliates, agents, employees, predecessors, successors, and assigns, and authorized or unauthorized users or beneficiaries of the Services, including beneficiaries named in an estate planning document. This Agreement evidences a transaction in interstate commerce, and the Federal Arbitration Act governs the interpretation and enforcement of this section, which survives termination.

Fees and process. The arbitration is administered by the American Arbitration Association under its Consumer Arbitration Rules (available at www.adr.org), as modified by this Agreement, for claims under $75,000, and under the applicable AAA rules for larger claims. For any non-frivolous claim that does not exceed $75,000, Dynasty will pay all AAA filing, administration, and arbitrator fees, and will reimburse your filing fee, except where the arbitrator finds the claim frivolous or brought for an improper purpose. Any hearing will take place in the county of your contact address. You may recover attorneys’ fees from Dynasty to the same extent as you could in court, and the arbitrator applies the same limitations period a court would.

Class waiver and individual relief. Either party may bring an individual claim in small claims court, and nothing here prevents you from reporting matters to a government agency. You and Dynasty each waive the right to a jury trial and to participate in a class or representative action. The arbitrator may award relief only in favor of the individual party seeking relief and only to the extent necessary for that party’s individual claim, and may not consolidate claims or preside over a class or representative proceeding. If a court finds any part of this class-waiver paragraph unenforceable as to a particular claim for relief, that claim (and only that claim) must be severed and may proceed in court.

Changes to this section. If we change this arbitration section (other than a notice address, link, or telephone number), the change will not apply to any dispute of which we had written notice before the change. If we terminate this arbitration section, termination is not effective until at least 30 days after we provide written notice, and does not apply to disputes that arose before termination.

This Agreement, the Privacy Policy, and any separate agreement under which we provide you services are governed by the laws of the State of California, without regard to conflict-of-laws rules. Subject to the arbitration section above, the parties agree to the exclusive jurisdiction of the courts in Santa Clara County, California, for any matter arising out of this Agreement. This governing-law provision applies to the commercial relationship between you and GetDynasty. It does not change the governing law of any trust you create: GetDynasty Trust Templates are intended to be governed by Nevada law as stated in the trust instrument.

If an agent — such as an attorney or accountant — uses the Services or the Documents on your behalf, you are bound as a principal by all terms of this Agreement.

• Force majeure. We are not liable for any delay or failure to perform caused by events beyond our reasonable control.
• Export. You may not access, use, or export the Site or Content in violation of U.S. export laws or regulations, and you assume responsibility for any required export licenses.
• Severability. If any provision is held unenforceable, the rest of this Agreement remains in effect.
• Assignment. You may not assign this Agreement without our consent; we may assign it freely.
• Entire agreement. This Agreement, the Privacy Policy, and (if applicable) the DTC Services and Fee Agreement are the entire agreement between you and us on their subject matter and supersede prior terms, including our prior Terms of Use, Trust Creation Terms and Conditions, and Transferor Acknowledgement.
• Survival. Provisions that by their nature should survive termination will survive, including the sections on advice disclaimers, intellectual property, disclaimers, limitation of liability, indemnification, release, and arbitration.
• Contact. Dynasty Labs Inc., 821 Folsom Street #102, San Francisco, CA 94107; support@getdynasty.com; (650) 679-7289.

By indicating your assent, you confirm that you have read and understand this Agreement and the Privacy Policy, and you agree to be legally bound by them.

If you have any questions about these Terms of Use, please contact us at: