Frequently asked questions.

DynasticAI is a private, AI-powered family vault. It keeps your family's important documents in one secure place, shows you what is missing, and gives you clear next steps, so what your family built passes the way you intend.

No. DynasticAI is a technology platform and does not provide legal, tax, or financial advice. When a matter calls for licensed judgment, we connect you to Wood Legal Group, a separate law firm, or another qualified attorney. AI prepares. Counsel decides.

No, and it is not designed to. DynasticAI organizes your records, surfaces gaps, and prepares structured summaries so your time with licensed professionals is better spent. Decisions that require legal, tax, or investment judgment stay with the professionals you choose.

DynasticAI is in private pre-launch in the United States, opening first to a founding cohort by invitation. Request access on any page of this site and we will invite you personally as we open the doors.

Individual Basic is $15.99 per month, or $159 per year. Premium, the full family office, is $399 per year, or $39 per month. Premium includes everything in Basic plus all seven helpers and the Wealth OS, with probate and trust administration available as add-ons.

Probate support for estates over $250,000 is $475 per month standalone, or $250 per month as a Premium add-on. For estates of $250,000 or under, it is $75 per month.

Trust administration is 0.45% of trust assets per year, with a $2,500 minimum and a $25,000 cap. Both add-ons are enrolled with our team and are not sold online yet.

Not yet. Checkout is being finalized, and no payment is taken anywhere on this site. Request access and we will invite you, with pricing exactly as published here, when your vault is ready.

Statement upload is the default and recommended path. You upload a bank, brokerage, retirement, or insurance statement, and DynasticAI reads it, files it in your vault, and updates your household picture. You never share bank credentials with us.

Automatic bank linking is on our roadmap and shows as a Coming soon control in the product. We will offer it only when it meets the security standard described on our Security page, and statement upload will always remain available.

Everything is encrypted in transit and at rest, and sensitive values are encrypted client-side under keys scoped to your household, managed through AWS Key Management Service. Balances display masked by default, every reveal is recorded, and an append-only audit ledger keeps a court-ready record of every meaningful action. The full picture is on our Security page.

No. We do not sell personal information, and household content is not used to train AI models. AI processing runs through the Anthropic API under a zero-data-retention configuration, so your content is not retained by the model provider. Internal staff cannot read household documents without an explicit, time-boxed grant from a household member.

Only the people your household grants access to, in the roles you choose, for the time you choose. Households are isolated from one another with row-level security in the database itself, and every access is written to the audit ledger.

No. Individuals under 18 are not permitted to open accounts of their own. Records about minors, such as guardianship documents or accounts held for their benefit, are managed inside the household vault by a parent, guardian, or other authorized adult.

The institution pays an annual license of $15,000, which covers its first 1,000 active constituents, with per-constituent pricing beyond that stepping down in volume bands of $6, $4, and $2.50 per year. Every covered constituent receives the Comprehensive family experience free. Details are on the For institutions page.

Your access lasts for the life of your institution's license. If the license is not renewed, you keep the option to continue on an individual plan, and your family's vault stays your family's vault.