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GetDynasty is an online trust and estate planning platform focused on startup founders and employees who want to organize and manage QSBS trusts, living trusts, and related estate planning documents. The app is designed to simplify trust setup through a guided digital workflow, making it easier to create, fund, and maintain trusts without needing to handle the process entirely on your own. Its core capabilities include trust formation, ongoing trust administration, compliance management, and tax return preparation for eligible trusts. GetDynasty also supports QSBS trust stacking, helping users structure trusts in a way that may increase the Section 1202 capital gains exclusion at a future liquidity event. The platform includes educational resources, planning tools, and step-by-step guidance to help users understand trust structures, tax considerations, and estate planning basics. GetDynasty is positioned for individuals and founder teams looking for a streamlined, digital approach to trust management, especially in connection with startup equity and long-term asset planning.
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