Have questions about our trust administration services? We're here to help you protect your legacy.
8834 Reseda Boulevard, #2160
Los Angeles, CA 91324
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Quick answers to common questions about our services
Most trust documents can be prepared within 3-5 business days after we receive all required information. Complex trusts like dynasty trusts or those involving multiple entities may take 7-10 business days.
No, we serve clients throughout the United States. Our platform is fully digital, and we can create trusts governed by any state's laws. We have experience with all 50 states' trust requirements.
DYNASTY KEEPER is our proprietary AI-powered trust administration platform. It uses a Five-Mind Synthesis approach, combining expertise from Trust Architects, Fiduciary Guardians, Tax Strategists, Trust Litigators, and Administrators to provide comprehensive trust management.
Yes, we regularly help clients transition from other trustees or self-administration. We'll handle all the paperwork for the transition and ensure continuity of your trust administration.
Absolutely. We use bank-grade AES-256 encryption for all data at rest and TLS 1.3 for data in transit. Our infrastructure is SOC 2 Type II certified, and we undergo regular security audits and penetration testing.
Schedule a free consultation with one of our trust specialists to discuss your needs.