Trust formation and setup
GetDynasty sets up QSBS-eligible trusts, using standardized documentation and established processes to move from planning to execution.
GetDynasty
GetDynasty provides QSBS trust setup, administration, and tax filing support for startup founders and early employees planning around a liquidity event. It also offers planning tools and educational resources to help users evaluate trust stacking under Section 1202.
QSBS trust services for startup exits
GetDynasty is a trust services company focused on QSBS trust stacking for startup founders and early employees. The product is built around transferring founder shares into properly structured trusts so users can potentially multiply the Section 1202 capital gains exclusion at exit.
The service combines trust setup, ongoing administration, and tax return support. The site says the team handles setup, funding, and maintenance of QSBS-eligible trusts with ongoing compliance, and that trust administration is provided through Dynasty Trust Company, a duly chartered Nevada corporate trust company affiliated with GetDynasty.
Core capabilities
Ongoing trust administration
The service maintains trusts over time, including record-keeping, beneficiary communication, and other administration work needed to keep the structure current.
Tax return preparation
Annual federal income tax returns are included in the trust service, with Form 1041 preparation and filing for each trust.
QSBS guidance by phone
The site says users can call a voice agent trained on QSBS and the trust program to get plain-English answers at any time.
Planning calculator
A QSBS planning calculator is available to estimate potential savings from trust stacking before a liquidity event.
Educational resources
GetDynasty offers educational materials, including a QSBS University course and a commentary on why stacking is safe under the rules described on the site.
Common use cases
Pre-exit QSBS planning
Founders planning a future exit can use Dynasty to set up QSBS trusts before a sale or liquidity event, when timing matters for the strategy described on the site.
Trust setup and maintenance
Users who already hold founder shares can transfer eligible stock into trusts and maintain the structure with ongoing administration and tax filing support.
Education and scenario planning
Teams that want to understand the basics before speaking with sales can use the voice agent, calculator, and QSBS University materials to learn the workflow and estimate possible savings.
Rule-based planning review
Founders comparing whether stacking fits their situation can review the commentary on why stacking is safe and the site’s explanation of legitimate family planning versus aggressive structures.
Managed trust administration
People who want a simpler outsourced process can rely on Dynasty for standardized setup, beneficiary communication, and annual Form 1041 preparation.
Pros and Cons
Pros
- Combines trust formation, administration, and tax return filing in one service.
- Publishes pricing on the site, including a pre-liquidity option and a post-liquidity option.
- Provides plain-English support through a QSBS-trained voice agent, a calculator, and educational content.
- Backed by a team with Carta and trust-administration experience, according to the team and about pages.
Cons
- The site is narrowly focused on QSBS trust stacking rather than broad estate planning or general trust management.
- Some service details, such as exact eligibility fit and final tax outcomes, depend on facts not determined by the website alone and require professional review.
- Pricing is published, but post-liquidity management adds tax preparation costs and may be higher if investments are managed.
FAQ
Who is GetDynasty for?
GetDynasty is for founders and early employees who want to transfer QSBS-eligible shares into trusts for potential Section 1202 tax savings before a liquidity event. The site also frames it as useful for families and founders planning around estate transfer and asset protection.
What does the service handle after setup?
The site says GetDynasty sets up, funds, and maintains QSBS-eligible trusts with ongoing compliance. It also offers trust administration, record-keeping, beneficiary communication, and annual federal income tax returns for each trust.
How is GetDynasty priced?
The pricing page lists a pre-liquidity QSBS Trust Package at $2,000 per year, including up to four trusts. It also lists a post-liquidity option at $3,000 per year per trust, plus tax preparation costs, with no setup fees and cancel-anytime billing.
What resources are available before booking a call?
The home page says the team built a voice agent trained on QSBS and the trust program, and it also provides a QSBS University course and a planning calculator. These resources are meant to help users understand the strategy and estimate potential savings.
Does GetDynasty list integrations with other tools?
The site says GetDynasty is focused on QSBS trust stacking and related trust administration. It does not describe a broad app marketplace or external integration ecosystem on the pages provided.
Quick Facts
- Category
- Trust services / tax planning
- Primary users
- Startup founders and early employees
- Core strategy
- QSBS trust stacking for Section 1202 planning
- Pricing model
- Paid service with published annual pricing
- Source domain
- getdynasty.com
- Trust administration
- Provided by Dynasty Trust Company, an affiliated Nevada trust company
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