Professional trust creation at a fraction of traditional costs. Then choose your level of AI-powered administration to manage and protect your legacy.
Every family's needs are unique. We'll design a custom trust tailored to your specific situation, goals, and complexity.
A trust without management is like a car without maintenance. DYNASTY KEEPER deploys AI agents that work 24/7—monitoring compliance deadlines, optimizing tax strategies, tracking beneficiary changes, and alerting you before problems arise. Most trusts fail not from poor drafting, but from neglect.
Every trust is unique. We provide custom quotes based on your specific needs, family situation, and complexity.
Most popular for families
Asset protection & tax planning
Perpetual wealth protection
Tax deductions + giving
Preserve benefits eligibility
Transfer home at discount
No two families are alike. A simple revocable trust for a single individual differs vastly from a complex irrevocable trust with multiple beneficiaries, special provisions, and tax optimization strategies. We provide honest, transparent quotes based on YOUR specific needs.
Schedule Free ConsultationCreating a trust is only the beginning. Without proper management, even the best-drafted trust can fail your family.
DYNASTY KEEPER isn't a single tool—it's a team of specialized AI agents working together to protect your legacy.
Tracks state and federal requirements, filing deadlines, and regulatory changes that affect your trust.
Continuously analyzes your trust structure for tax-saving opportunities and alerts you to optimization strategies.
Reviews your trust documents, identifies gaps or conflicts, and recommends updates when circumstances change.
Monitors trust funding status, tracks asset values, and ensures all assets are properly titled in the trust's name.
Tracks beneficiary information, manages distribution schedules, and facilitates clear family communication.
The combined expertise of 100 elite trust professionals — Trust Officers, Estate Attorneys, CPAs, and Wealth Advisors — working as one mind.
These agents never sleep, never forget, and never stop working for your family.
See Administration PlansBefore your trust files a single tax return, you need bulletproof IRS documentation. The Triple Lock Process establishes three critical legal foundations:
AI-generated, print-ready IRS documents
Choose the level of AI protection that's right for your family. All plans include secure document storage.
Document storage only
Billed monthly
Smart assistance
Billed monthly
Full AI management
Billed monthly
White-glove service
Or 0.5% of assets annually
Custom pricing means you pay for what you need—nothing more
Attorney-drafted documents with full legal compliance
DYNASTY KEEPER agents work 24/7 on your behalf
Upgrade your plan as your wealth grows
See how we stack up against alternatives
Real families protecting their legacies with Williams Legacy Group
"Dynasty Keeper caught a beneficiary designation error that could have sent $200,000 to my ex-wife. The AI flagged it during my quarterly review. Worth every penny of the subscription."
"I paid an attorney $4,500 for a trust that sat in a drawer for 8 years. WLG created a better one for a fraction of the cost and actually helps me maintain it. My kids will thank me."
"We have 6 rental properties across 3 states. The Triple Lock process alone saved us from a nightmare with the IRS. The compliance calendar keeps everything organized."
See how families like yours have benefited from proper trust planning
Estate valued at $2.1M. Our Dynasty Trust structure with SLAT provisions saved $127,000 in estate taxes that would have gone to the IRS instead of their grandchildren.
When Mr. Thompson passed unexpectedly, his properly funded Living Trust meant his family avoided 18 months of probate. Assets transferred within 3 weeks.
Their daughter's SSI benefits ($1,900/mo) remained intact thanks to a properly structured SNT. The trust now holds $89,000 without affecting her eligibility.
Dynasty Keeper's compliance alerts ensured all Form 1041 deadlines were met. Previous trustee had missed 3 years of filings—we fixed it before the IRS noticed.
We provide custom quotes based on your specific situation. Factors include trust type, number of beneficiaries, special provisions needed, tax planning complexity, and whether you need ancillary documents. This ensures you pay fairly for exactly what you need—no more, no less.
Absolutely. All trusts are drafted by licensed attorneys and comply with your state's specific requirements. Every document is reviewed before delivery.
It's optional but recommended. The Free tier gives you document storage. Paid tiers unlock our AI agents that actively monitor compliance, optimize for taxes, and alert you to important actions.
Yes! Change your administration tier at any time. Your trust documents remain yours regardless of which plan you choose.
A 30-minute call with a trust specialist who will assess your situation, recommend the right trust type, and answer all your questions. No obligation, no pressure.
Most trusts are completed within 5-10 business days after you submit your information. Complex structures like Dynasty Trusts may take 2-3 weeks.
Start with a free consultation. We'll help you choose the right trust and plan for your family.