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PROFESSIONAL ADVISORS LOVE TRUSTWORTHY

Advisors and clients, working together.

Trustworthy connects trusted advisors directly to their client’s digital households to manage and collaborate on their most sensitive information. Drive client relationships – assign tasks and reminders, securely manage their estate, tax and wealth plans.

Build stronger client relationships with Trustworthy.

Everyone working together.

Your clients are looking for ways to securely collaborate with family members and trusted advisors. Trustworthy creates a client-owned environment for you to proactively engage with them.

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Security is foundational.

Security is the most critical component of information organization. Trustworthy is SOC 2, HIPAA, GDPR, and PCI DSS certified, to ensure that you, your customers and members, no matter how sensitive the information they have, can rest easy knowing their assets are safe.

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Every client asset, beautifully organized.

Design separates Trustworthy from disorganized file cabinets and empty file trees. Trustworthy’s guided workflows help you organize your client’s information.

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Offer an organized overview of clients’ important information.

Keep up-to-date digital copies of passports, vaccine cards, and more using the in-app scanner. Access them anywhere, and share them securely with expiring links.

Family IDs

Keep up-to-date digital copies of passports, vaccine cards, and more using the in-app scanner. Access them anywhere, and share them securely with expiring links.
Create a complete view of your family’s bank accounts, investments, loans, and credit cards. Attach statements. Copy and paste account numbers on the go.

Money

Create a complete view of your family’s bank accounts, investments, loans, and credit cards. Attach statements. Copy and paste account numbers on the go.
Securely store years of filed tax returns. Prepare for next year’s tax filing, adding documents using the in-app scanner. Invite your CPA and work together.

Taxes

Securely store years of filed tax returns. Prepare for next year’s tax filing, adding documents using the in-app scanner. Invite your CPA and work together.
Manage real estate, vehicles, and valuables. Document purchase receipts and serial numbers. Receive automatic reminders for warranty expiration dates.

Property

Manage real estate, vehicles, and valuables. Document purchase receipts and serial numbers. Receive automatic reminders for warranty expiration dates.
Keep important master passwords safely documented. Share passwords with family members. Receive automatic reminders for aging passwords.

Passwords

Keep important master passwords safely documented. Share passwords with family members. Receive automatic reminders for aging passwords.
Manage your family’s insurance policies with a complete view of providers, policy numbers, and related documents. Receive automatic reminders for policy expirations.

Insurance

Manage your family’s insurance policies with a complete view of providers, policy numbers, and related documents. Receive automatic reminders for policy expirations.
Create a single source of truth for your family’s wills, trusts, and other estate documents. Add attorneys and emergency contacts to keep your family prepared.

Estate Documents

Create a single source of truth for your family’s wills, trusts, and other estate documents. Add attorneys and emergency contacts to keep your family prepared.
Organize, update, and share important documents, babysitter instructions, evacuation plans, and emergency equipment information.

Emergency Planning

Organize, update, and share important documents, babysitter instructions, evacuation plans, and emergency equipment information.
Separate work documents like taxes, invoices, contracts, leases, and more from personal documents so that they're easy to find.

Business Coming soon

Separate work documents like taxes, invoices, contracts, leases, and more from personal documents so that they're easy to find.
Build a curated archival collection of the photos, videos, documents and stories to experience for generations.

Family Archive Coming soon

Build a curated archival collection of the photos, videos, documents and stories to experience for generations.
One category to organize medical history, prescriptions, medicine, expiration dates, test results and more for easy reference.

Medical Coming soon

One category to organize medical history, prescriptions, medicine, expiration dates, test results and more for easy reference.

Trusted by thousands

Offer your clients one place to share thousands of tokenized assets and invite multiple collaborators.

Modern households depend on Trustworthy as their central hub to collaborate with their family members and advisors.

Professionals implement Trustworthy to their workflow to secure and manage the most sensitive information of those they serve. Trustworthy provides a collaborative environment where modern households are the central focus for these relationships.