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PRIVACY POLICY
Effective Date: Upon Signing
Welcome to Dynasty Wealth Academy, brought to you by Vested Trust LLC. Your privacy is important to us. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our mobile application (the "App"). Please read this policy carefully. By using the App, you agree to the collection and use of your information in accordance with this policy.
We collect the following types of information when you use the App: A. Personal Information
B. Non-Personal Information
We use your information to:
We do not sell or rent your personal information. However, we may share information in the following situations:
We take reasonable measures to protect your data from unauthorized access and breaches. Your data will be retained as long as necessary to fulfill the purposes stated in this policy unless required by law to retain it for longer.
The App may contain links to third-party websites or services. We are not responsible for the privacy practices of these third parties, and we encourage you to review their privacy policies.
Our App is not intended for users under the age of 18. We do not knowingly collect personal information from minors. If we become aware that we have collected such information, we will take steps to remove it promptly.
Vested Trust LLC reserves the right to modify this Privacy Policy at any time. Changes will be posted on the App, and continued use after modifications indicate your acceptance of the revised policy.
If you have any questions about this Privacy Policy, you may contact us at: [email protected]
1607 Ridge Ave, Philadelphia, PA 19130
Email: [email protected]
Website: vestedtrustllc.com
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FAQS
A Will is a basic document that directs how your assets should be distributed after your passing, but it must go through probate—a public, often lengthy and costly court process.
A Living Trust, however, offers several advantages:
• Avoids probate, keeping your family matters private
• Provides immediate access to assets for your beneficiaries
• Offers greater control over how and when assets are distributed
• Can be updated during your lifetime
• Aligns with biblical principles of good stewardship and careful planning
• Reduces stress and potential conflicts for your loved ones
Remember Proverbs 13:22: "A good person leaves an inheritance for their children's children." A Living Trust helps you fulfill this biblical principle more effectively than a basic Will.
Our trust solutions are personalized to meet your family's specific needs and goals, and include an estate plan. While basic Living Trusts start at $1,500, your investment will depend on:
• The complexity of your estate
• Types of assets involved
• Number of beneficiaries
• Additional protection features needed
• Specific trust structures required
We believe in complete transparency and will provide a clear fee structure during your initial consultation. Our goal is to ensure you receive maximum value while being good stewards of your resources.
The process of establishing a trust typically follows these steps:
1. Initial Consultation (1-2 hours)
Understanding your family's needs
Reviewing your assets
Discussing your faith-based goals
2.Strategy Development (1-4 weeks)
Designing your customized trust solution
Preparing necessary documentation
Aligning with biblical principles
3 .Review and Execution (1-4 weeks)
Reviewing all documents
Making any necessary adjustments
Signing and notarizing
4.Implementation (2-8 weeks)
Transferring assets
Setting up additional protections
Providing family education
Total time: Generally 4-16 weeks from start to finish, depending on the complexity of your estate and your family's specific needs.