Security Pricing

Introducing The Family Operating SystemTM

Collaborate with your family to keep your important information secure & in one place.

*No credit card needed to get started

Testimonial

“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

Easy

Organize your important family information — in minutes.

Secure

Share with select family members and trusted professionals.

Connected

Invite family members, life partners, and trusted professionals as collaborators.

Automated

Stay up-to-date with intelligent reminders.

Convenient

Access and maintain your family's information from anywhere.

White-glove

Trustworthy’s concierge service will keep you prepared for any scenario.

Easy

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

Secure

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

Connected

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

Automated

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

Convenient

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

White-glove

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.

Kevin P.

Seattle, WA

I have a number of investments that I’ve yet to figure out how to keep them all in one place. I have paper statements on my desk. This is perfect. I know that it’s all in one place.

Olivia O.

Los Angeles, CA

I love that it is clean and not cluttered, you don’t have to search through to find stuff. Very simple and easy to navigate.

Sophie & Don G.

Chicago, IL

We love the ease of use and the elegant appearance. We are both very impressed with the system. Trustworthy has become the Central Hub for our family.

Lily W.

San Francisco, CA

I love the Family Operating System. I love that there is a concierge and the way the whole thing is organized and presented.

Ready to join Trustworthy?

You can reach out to our concierge team directly by phone, email, chat, or schedule a personalized onboarding session.