DynasticAI is a family legacy platform designed to help households organize, protect, and pass on important information and assets. It brings documents, account details, estate plans, budgets, deadlines, and family wishes together in one protected place, helping relatives find what they need during a crisis and keep records current over time. Users can begin with documents and account records they already have, then receive a dashboard showing gaps and suggested priorities.

The platform includes seven AI specialists, each focused on a different area: household planning, document organization, financial records, budgeting, deadlines and access, probate guidance, and trust administration. These tools prepare, organize, and explain information; users make decisions, and attorneys can be engaged when legal documents need drafting or changes. DynasticAI states that it is not a law firm and does not act as a trustee.

Services include household subscriptions, probate tools for eligible California estates, trust administration support, and sponsored access for institutions. The company is preparing a private beta and invites interested households to join its waitlist.