Everything in one place
People, property, accounts, responsibilities, and documents, held privately and organized so the right person can find them when it matters most.
For families
For families with something to protect.
You worked for the home, the savings, and the stability your family depends on. DynasticAI helps you bring it together, see what is missing, and make a clear plan, so it passes the way you intend instead of being lost to confusion, court, or a forced sale.
A technology platform, not a law firm. DynasticAI does not provide legal, tax, or financial advice.
What you get
Organized, understood, and ready to act.
A clear next step
Plain-language readiness that shows what is in place, what is missing, and the single most useful move to make next, without overwhelming you.
Help when it gets legal
When a matter calls for licensed judgment, DynasticAI connects you to Wood Legal Group, a separate law firm, or another qualified attorney, rather than pretending to be one.
Bringing your accounts in
Start with the statements you already have.
Statement upload
The default and recommended path. Upload a bank, brokerage, retirement, or insurance statement and DynasticAI reads it, files it in your vault, and updates your household picture. No credentials shared, nothing connected to your bank.
Recommended
Automatic bank linking
Live account connections are on our roadmap. We will only offer them when they meet our security standard, and statement upload will always remain available.
Pricing
Choose the home that fits your family.
$15.99/mo
or $159 per year
- Encrypted document vault
- Monthly budget and cash flow
- Financial literacy lessons
- Statement upload processing
$399/yr
or $39 per month
- Everything in Basic
- All seven helpers and the Wealth OS
- Document review backed by Wood Legal Group, a separate law firm
- Probate and trust administration available as add-ons
Probate
- Estates over $250,000: $475/mo standalone, or $250/mo as a Premium add-on
- Estates of $250,000 or under: $75/mo
Trust administration
- 0.45% of trust assets per year
- $2,500 minimum, $25,000 cap
Described here so you can plan. These are enrolled with our team and are not sold online yet.
Talk to usCheckout is being finalized. No payment is taken on this site today; request access and we will invite you the moment your vault is ready.
Request access
Protect what you have built.
DynasticAI is opening to a founding cohort. Leave your email and we will reach out personally when your family's vault is ready.
No purchase today. Just an invitation when we open the doors. Or write to office@dynasticai.com.