“Every year this time of year, [my wife] asks me to update all of our financial, insurance, accounts, and other information. I always drag my feet.
I've been using it for a few weeks and it's amazing. This service is a godsend.”
Chris C., Florida
Organize your important family information — in minutes.
Share with select family members and trusted professionals.
Invite family members, life partners, and trusted professionals as collaborators.
Stay up-to-date with intelligent reminders.
Access and maintain your family's information from anywhere.
Trustworthy’s concierge service will keep you prepared for any scenario.
Get this organized on day one.
Trustworthy makes it easy to organize your important family information so that your loved ones are prepared for whatever may come.
Beautifully organized desktop & mobile app
Guided, personalized workflows
One-on-one concierge service
Collaborate with your family & trusted professionals
Quickly aggregate your information with secure connections to financial and insurance institutions
Security is your — and our — top priority.
We built Trustworthy for our families and promise to treat your family’s private information the same way we treat our own — respectfully, privately, and securely.
Securely scan & upload your documents with the Trustworthy mobile app
Request to have your data deleted from the Trustworthy servers at any time
Your information is protected at all times with bank-level 256-bit encryption
Your family’s information is yours alone — Trustworthy will not give or sell it to anyone
Share your family’s information with confidence.
Invite family members, life partners, and trusted professionals to securely access your information.
Customizable permissions to control access
Work with your partner and loved ones to stay organized
Invite trusted professionals like your accountant or wealth advisor to view specific sections of your account
Trustworthy will mind the reminders so you don’t have to.
Don't worry about late fees or spending time looking for information in different spots. Trustworthy reminds you to keep your important information current, so you can save both time and money.
White-glove concierge service to help you take action on tasks that never make it to the top of your to-do list
Intelligent reminders to help you keep your information up-to-date
Weekly check-ins to remind you of your upcoming action items
Trustworthy is your filing cabinet in the cloud.
Conveniently access and maintain your family's most important information from any location, with custom permissions to ensure sharing is always secure.
Beautiful desktop dashboard
Mobile app to securely scan your information
Securely copy, paste, and download your information whenever and wherever
A real human to help you when you need it most.
The Trustworthy concierge team makes it easy to be organized and prepared for any scenario.
They can help you and your family:
Gather documents from advisors & other sources
Get a new will, trust, or other estate documents
Get a birth certificate or other IDs
Set up life insurance or other policies
With anything, really (just ask!)
What people are saying about Trustworthy.
Los Angeles, CA
Sophie & Don G.
San Francisco, CA