DJO
I had a mixed experience so far with my…
I had a mixed experience so far with my Dynasty trust. I signed up for a lifetime subscription knowing I would be making changes over the next decade or so. The most important part of the trust is moving our home into the trust. The trust was easy to set up. Their representatives were fairly knowledgeable and responsive. My wife and I had a video conference with a lawyer to bind the trust. When it comes to assets, you're on your own, with the exception of the home. They claimed we would receive a Quit Claim Deed within a few weeks. That was in the beginning of August 2024. It's now January 12, 2025 and we have yet to receive the deed. I was fed up with the incessant excuses and assurances and when I had a free couple of hours, located the deed online and made some calls to the Records department for my county to ensure I filled it out properly. Once I got my answers, I filled it out in 4 minutes and had my neighbor notarize it and then went to the court house and recorded it in about 15 minutes. Why this takes Dynasty or their third-party partner MONTHS to do is inexcusable. I also wish there were templates regarding how to execute the trust.




