Dynasty Trust Company

Name

Dynasty Trust Company

Legal name

Dynasty Trust Company LLC

Website

https://dynastytrustcompany.ai

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Trust Administration Services

NAICS

Trust, Fiduciary, and Custody Activities (523991), Trusts, Estates, and Agency Accounts (525920), Funds, Trusts, and Other Financial Vehicles (525)

akta.pro primary industry

Directed Trust & Trust Advisory Services (FSAAANAK)

akta.pro secondary industries

Trust Administration & Fiduciary Accounting Services (FSAAANAF), Estate Planning, Trust Structuring & Governance (FSAAADAF), Personal & Family Trust Services (FSAAANAA), Trust & Estate Tax Planning & Compliance (FSAEAKAE)

Keywords

• Trust administration services
• Directed trustee services
• Asset protection trusts
• Estate planning services
• Wealth preservation trusts

Headquarters

HQ city

Las Vegas

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure, Others

Revenue model

1. Trust Administration Services: Recurring fees for trust administration services provided by Dynasty Trust Company LLC as trustee under a separate DTC Services and Fee Agreement. Services include ongoing trust management, compliance under Nevada law, and administrative functions.
2. Trust Template and Document Services: One-time or subscription-based access to trust templates, automated document generation tools, and optional notarization and storage services through the GetDynasty platform.
3. Subscription Services with Auto-Renewal: Recurring subscriptions charged at stated amounts at stated frequencies until cancellation. Subscription continues until canceled or service ceases.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels4 records

Core offering

Dynasty Trust Company is a Nevada-chartered trust company that serves as a licensed directed trustee administering trusts under NRS Chapters 163 and 166, including asset protection trusts, dynasty/generational plans, QSBS and carried interest structures, trust-held real estate, special needs trusts, ILITs, and closely held business trusts. Trust administration is paired with an AI-powered platform and self-serve templates (GetDynasty) that automate document generation, electronic notarization, and 24/7 client access through a personal Dynasty web portal.

Product overview

Dynasty Trust Company is a Nevada-chartered trust company backed by venture capital and AI technology, operating as a directed trustee under Nevada law (NRS Chapters 163 and 166). The platform is offered through two entities: Dynasty Trust Company LLC handles trust administration and trustee functions as the licensed Nevada trustee, while Dynasty Labs Inc. (GetDynasty) provides the sales, marketing, and trust-creation software — including self-help trust templates, automated document generation, notarization, and storage through the personal Dynasty web portal. The product portfolio includes core trustee services (Trustee Services, Successor Trusteeship & Estate Settlement, Dynasty & Generational Plans, Nevada Directed Trustee, and Asset Protection/NAPTs) alongside specialized modules (Venture Startups and Funds/QSBS, Trust-Held Real Estate, Special Needs Trusts, ILITs, and Closely Held & Small Businesses). All services are supported by AI-powered efficiency enabling rapid service completion and 24/7 digital access.

Differentiator

Problem solved

Functional benefit

Products and services

• Trustee Services

Segments4 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability3 records

Feature4 records

Partnerships

Four partnerships are on record, tiered core and minor.

• StripecoreTechnology or IntegrationStripe processes all payments exclusively through its platform. Dynasty does not store payment card information; Stripe handles payment processing and may provide identity verification services. Stripe may collect and process personal information for its own uses including fraud detection and service improvement.
• Partner Law FirmscoreImplementation/ SI/ Consulting PartnerDynasty may introduce users to partner law firms for legal consultation about trusts. With user consent, Dynasty shares trust creation details including beneficiary names, trust objectives, asset details, and planning information to help law firms prepare for consultations. Partner law firms are independent and not affiliated with Dynasty.
• Third-Party InfluencersminorGTM or Marketing PartnerThird-party influencers who educate followers about estate planning may receive discount codes to offer their audience. When users open an account using influencer codes, Dynasty may share contact information (name and email only) with the influencer.
• Independent Notary ServicesminorImplementation/ SI/ Consulting PartnerNotary services offered through the Dynasty platform are provided by independent third-party notaries. Dynasty disclaims liability for notary services.

Scale indicators2 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Trust & Will: An online trust and estate planning platform that uses technology to streamline the creation of wills, trusts, and estate plans. Directly comparable as a digitally-native, low-friction alternative to traditional trust services, although Trust & Will skews more toward DIY document creation than ongoing directed trustee services.
• Wealth.com: Estate planning software for financial advisors that supports trust, estate, and beneficiary planning workflows. Comparable because it is sold to the same financial advisor channel Dynasty targets, with overlap on modernizing advisor-driven trust and estate work.
• Vanilla: An estate planning platform built specifically for financial advisors, with tools for wills, trusts, and beneficiary planning. Highly comparable given the shared advisor-first GTM motion and focus on digital, modern estate planning infrastructure.
• FreeWill: A digital estate planning platform that helps individuals create wills, trusts, and charitable giving plans online. Comparable as a tech-enabled estate planning alternative that shares Dynasty's digital-first, self-serve and partner-referral distribution approach.

Emerging players

• Cake (cake.com): An end-of-life planning platform offering digital will, trust, and funeral planning tools. Comparable as a tech-forward estate planning player, though it focuses more on end-of-life consumer planning than on directed trustee services for HNW founders.

Broad incumbents

• LegalZoom: A large, established online legal services company offering wills, trusts, LLC formation, and other legal documents. Comparable as a self-serve, low-cost entry point into estate planning, though it is a broad legal services incumbent rather than a directed trustee.
• Rocket Lawyer: An online legal services platform providing document creation, including wills and trusts, with attorney access. Comparable as a mass-market digital legal/estate planning incumbent serving similar self-serve customers, though it does not provide ongoing trustee services.
• Northern Trust: A large, established wealth management and trust company offering personal trust, estate administration, and asset protection services. Comparable as an incumbent trust services provider Dynasty is positioning against on speed, technology, and cost, with Northern Trust serving HNW and UHNW clients globally.
• BNY Mellon Wealth Management: A major global wealth manager with a large personal trust and estate administration business serving HNW and UHNW families. Comparable as a high-end incumbent Dynasty competes with for trust mandates, with deep multi-generational relationships and significant AUM scale.
• Charles Schwab Trust Bank: A large retail-facing trust and custody services provider tied to the Schwab wealth platform, offering personal trust and estate services to Schwab advisor-served clients. Comparable as a high-scale incumbent whose advisor distribution and trust services overlap with Dynasty's target advisor channel.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks7 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/dynasty-trust-company

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Dynasty Trust Company