Collaborate with Confidence

Your Family Operating System® just got even smarter! We’ve introduced exciting new collaboration features, enhanced search capabilities, and improved home insurance management — all designed to keep your family’s important information organized and accessible.

Add a collaborator easily

Ready to share responsibilities? Choose an existing family member, friend, or professional contact to become a collaborator, or add someone new to your digital vault with ease. Stay in control with a few quick clicks.

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Simplified permissions, total confidence

Improved clarity around access and permissions means you can collaborate with confidence. Whether it’s a trusted loved one or a professional advisor, you decide how much access they get — ensuring security and peace of mind.

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Prepare with legacy access collaborators

Designate trusted individuals who can manage your household information if something happens to you. This could be a sibling, trustee, lawyer, or close friend. Choose how much access they have now — from limited to none — with the option to grant full access later through secure verification. 

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Instant data copying for online forms

No more digging through files! You can instantly copy credit card numbers, account details, policy numbers, and other key data directly from search in the web app. Filling out online forms has never been faster.

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Connect multiple homes under one insurance policy

Are you managing more than one home? Link all of your properties to a single insurance policy on both web and mobile. Stay covered and effortlessly organized.

As always, thank you for being a valued customer of Trustworthy and please feel free to chat with us to let us know your thoughts.