Estate planning with GetDynasty
A modern way to protect your equity
Equity meets modern estate planning
Fully digital setup
Form a trust online in minutes through a simplified, digital-first process.
QSBS-eligible structuring
Structure trusts designed to meet QSBS eligibility requirements.
Connected to Carta
Move shares and get a valuation, all connected to Carta with preferred pricing.
A trust solution built for startup founders and employees
Set up and manage a trust for your private company shares without the usual legal complexity.
Streamlined trust management
Connected valuations
QSBS attestation, built in
Related resources
- Article
QSBS 101
Read more about the QSBS tax break and how you can qualify for it.
- Guide
Founder's guide to QSBS
Download our white paper to guide you through the QSBS process.
- Article
Gift and estate equity
Learn more about how Carta's valuation team can support during trust formation.
- Collections
Carta Classroom
Resources for founders, investors, employees, and more.
FAQs
You have questions, we have resources and answers.
If you're already on Carta, you can connect with GetDynasty directly through this partnership. Your Carta customer success manager or sales representative can help point you in the right direction. You can also benefit from preferred pricing as a Carta customer.
Ready to get started? Learn more about trusts and how you can benefit from estate planning here.
GetDynasty is a fully digital platform enabling private-company equity holders to create QSBS stacking trusts online, in minutes, at a fraction of the traditional cost. Its affiliated Nevada-chartered trust company, Dynasty Trust Company LLC, then serves as trustee to administer those trusts, delivering white-glove service at flat, transparent rates, a fraction of what traditional trust companies charge. GetDynasty and Dynasty Trust Company are not law or tax firms.
Carta provides the gift and estate valuation to set a price for the shares moving into your trust, and can generate a QSBS attestation letter certifying your shares' eligibility to ensure you qualify for the tax break.
Founders, executives, and employees at private companies who want a simpler way to set up a trust for their equity. Employees with meaningful equity, and GPs at investment funds, can also work with GetDynasty.
You can reach out to wealthmanagement@carta.com or request a demo here.
Set up your trust today
DISCLOSURE: This communication is on behalf of eShares Inc., dba Carta, Inc. ("Carta"). This communication is not to be construed as legal, financial, accounting or tax advice and is for informational purposes only. Tax outcomes, including QSBS eligibility and the availability of gain exclusions, depend on your individual facts and circumstances and are not guaranteed by Carta or GetDynasty. Before making any decision or taking any action that may affect your business or interests, you should consult a qualified professional advisor.
GetDynasty is a third-party that offers professional services subject to terms and conditions established at GetDynasty's discretion. If you choose to take advantage of this offer, GetDynasty will be your provider.
This communication is not intended as a recommendation, offer or solicitation for the purchase or sale of any security. Features and pricing subject to change. Carta does not assume any liability for reliance on the information provided herein. © 2026 eShares, Inc. dba Carta, Inc. All rights reserved.