Key Features
Easily Organize Estate Plans
Create client profiles with family, financial and estate information
Visualize Estate Plans
Interactive visualizations drive dynamic planning conversations
Strategize Planning Opportunities
Illustrate the impact of your clients' current and future planning
Create Estate Planning Documents
Deliver a fully integrated view of your clients’ estate
A dynasty trust is designed to hold and manage assets for multiple generations while minimizing estate taxes. It is a perpetual trust that allows high-net worth families to grow and distribute wealth over time without incurring additional transfer taxes with each generational transfer.
Read more: Dynasty Trusts: Everything You Need to Know
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