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Trustworthy

What is Trustworthy?

Today, we have more digital information than ever before — and the amount of information we have to manage is only growing.

Partners

Protect Your Young Adult Children with Sandwich Smarter & Trustworthy

Legal documents like medical records and rental agreements are one of many things young adults and their families need to keep track of. But has your family thought about the importance of a completed and signed Power of Attorney document?

Newsletter

September Monthly Update

There’s no better time than today to make sure your family is prepared for emergencies and unexpected events!

Partners

Trustworthy and Juno partner to provide better family resources

This year, Trustworthy has proudly partnered with Juno, a modern healthcare company designed for families.

Newsletter

August Monthly Update

Welcome to our very first monthly update! August is here and with it the summer outings, family vacations, and back-to-school plans. What's on your to-do list?

Documents

How to Make Back-to-School a Breeze

Getting everyone ready for back-to-school season can mean a whole lot of overwhelm this time of year.

Security

Is It Safe to Save Personal and Family Documents in the Cloud?

While there are several cloud-based storage systems — many of which are free — many also lack the security your important documents need.

Security

What is a VPN and Should I be Using One?

A VPN masks your internet protocol (IP) address, which is your unique address on the internet. It can protect you and your family in many ways.

Passwords

What's a Password Manager and the Best Way to Share Passwords with Family?

A password manager is exactly what it sounds like: a service to manage your passwords across many (likely dozens or hundreds) of different accounts.

Documents

Which Documents Should We Keep a Paper Copy of? Which Documents Can We Scan and Recycle?

A good rule of thumb is to ask yourself how difficult it would be to replace the document in question.

Family IDs

Your Guide to Caring for Aging Parents

At some point, you may need to care for an aging parent. Whether you stop by their home every day, move in, or move them into your home, there are several things you’ll need to take into consideration.

Family IDs

How To Keep Your COVID-19 Vaccine Card Safe

As the novel coronavirus continues to disrupt our daily lives, a COVID vaccine card represents an end to the worldwide pandemic, or at least a way that you can get out of the house and do more in public

Documents

How to Securely Manage Your Legal Documents

All individuals and families have a document storage need. From backups of your passports and IDs to safeguarding deeds, stock certificates and insurance policy information, there's a lot to keep track of.

Money

How a 529 Plan Can Set Up Your Children for Long-Term Success

A 529 plan makes tuition for school at any level more affordable. Here's how your family can take advantage of this popular tax break.

Estate Documents

What Are the Best Online Estate Plan Providers?

Legacy planning is difficult to do on your own. But which are the best online estate plan providers that can help?

Estate Documents

Is Trust and Estate Planning Right for Me?

Contrary to popular belief, trust and estate planning is for people of all ages and income brackets. Here’s what you should know.

Insurance

Here's Why You Might Consider Umbrella Insurance

Meta description: An umbrella insurance policy covers additional liability to keep your family's future safe. Here's what you should know.

Insurance

Life Insurance 101: A Quick and Easy Primer

Life insurance offers stability for your loved ones should the worst happen. Learn the basics in this life insurance 101 primer.

Documents

What Is a Legal Files Document Management System?

With the right legal files document management system, you can take control of your important files while spending less time thinking about and dealing with your important documents. 

Documents

What To Look for in a Legal Document Management System

If you manage your important family documents in the cloud, you don't have to worry about losing it all in a disaster. No matter where you are, you can have instant access to the important documents in your life.

Passwords

Why You Should Consider A Family Password Manager

Managing passwords for you and your loved ones can quickly get out of hand. Family password managers help make your life more simple.

Trustworthy

What is a Family Operating System®?

Learn how a family operating system can help you with secure information organization and give you greater peace of mind.

Trustworthy

Why First Responders Are Choosing Trustworthy

Every first responder should be able to give easy access to vital family information. Trustworthy can make preparing for life’s unknowns much easier.

Trustworthy

4 Reasons to Invite Your Partner or Spouse to Your Family Operating System®

As part of our ongoing efforts to support families at all life stages we recently launched Trustworthy Collaboration for partners and spouses.

Trustworthy

How is Trustworthy Different from Google Drive, Dropbox or Microsoft OneDrive?

A common question from first-time Trustworthy families is, “Why can’t I just use Google Drive, Dropbox or Microsoft OneDrive documents to store my important information?”.

Estate Documents

The Top 5 Pieces of Information People Want Their Loved Ones to Have in an Emergency

In times of emergency, what do you think about first? Your prized collection of banana stickers or your loved ones?

Estate Documents

Who are the Parties to a Trust?

There are generally three parties to a trust: The “Grantor” is the person who wants to create the trust and put his or her property into it. This person might instead be called the “Settlor,” but it means the same thing.

Estate Documents

What does a Trustee Do?

When you create a trust, the Trustee is the person you are “trusting” to safeguard and invest the trust property, pay all the legitimate debts, expenses and taxes of the trust, and distribute the trust...

Estate Documents

How is a Trust Created?

A trust is usually created in writing by a legal document, sometimes called the “trust document.” There are two common types of trust document used to create a trust—a Last Will and Testament, or a Trust Agreement.

Estate Documents

What is the Uniform Trust Code? What is the Uniform Probate Code?

The Uniform Probate Code and the Uniform Trust Code are not laws. They are models that some states have used when writing their own probate and trust laws.

Estate Documents

Do You Need to Avoid Probate?

Probate is the name for a legal proceeding in which a deceased person’s Last Will and Testament (or “Will”) is presented to the court which has legal authority (or “jurisdiction”) over the settlement of estates.

Estate Documents

What Exactly is a Trust?

A trust is a legal arrangement by which a person (the “Trustee”) legally owns the property of one person (the “Grantor”) for the benefit of another person (the “Beneficiary”).

Estate Documents

What is Probate?

Probate is the legal proceeding in which a deceased person’s Last Will and Testament is presented to the court. This court has legal authority, or jurisdiction, over the settlement of estates.

Estate Documents

What Is a Power of Attorney for Finances?

A power of attorney is a legal document in which you appoint one or more people to be your agent. You’re called the principal and your agent is sometimes called your attorney-in-fact.

Estate Documents

What Is Your Domicile & Why It Matters

When planning your estate, it’s important to know which state is your legal domicile. Why? Because the laws of each of the fifty states of the United States of America are different.

Estate Documents

What Are Advance Directives?

Advance Directives are legally binding documents that deal with health care matters. Different states have different names for these important documents.

Estate Documents

What is a Last Will and Testament (also known as a Will)?

Traditionally a Will has been the backbone of an estate plan. It is a legally-binding document. that spells out who will inherit the property of a person...

Estate Documents

What Does Your “Property” Mean?

In the estate planning context, property means all of your assets, not just real estate. Property includes real property, which is real estate, and personal property, which is everything else.

Estate Documents

What Does a Typical Estate Plan Include?

An “estate plan” is a plan that you create with the assistance of your attorney — ideally long before your death — so that, when you die, your assets go to the people you choose.

Estate Documents

What is an Estate Plan? (And why you need one)

Your estate plan is a plan that you devise (with the assistance of your attorney) long before your death so that, when you die, your assets go to the people you choose, and in the manner you want.

Get & Stay Organized.

Schedule time with our Concierge Team to start securely organizing your family’s ever-growing folder of important documents.
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