Help & Support

Click on "New Trust Intake" in the sidebar or the "New Trust" button on your dashboard. Our guided wizard will walk you through selecting your trust type, entering grantor and beneficiary information, and gathering all necessary details.

Most trust documents are prepared within 3-5 business days after receiving all required information. Complex trusts may take 7-10 business days. You'll receive email notifications throughout the process.

Go to the Documents section and click "Upload" or drag and drop files directly into the upload area. We accept PDF, Word documents, and images. All uploads are encrypted and securely stored.

DYNASTY KEEPER is our AI-powered trust administration system that uses Five-Mind Synthesis to provide comprehensive analysis and management of your trusts, combining expertise from multiple professional domains.

Go to Settings > Billing tab to view your current plan and upgrade options. You can upgrade instantly, and the prorated difference will be charged to your payment method.

Yes. We use bank-grade AES-256 encryption for all data, SOC 2 Type II certified infrastructure, and strict access controls. Your sensitive information is protected by industry-leading security measures.