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New Year Fresh Start. The '12 Days of Trustworthy' starts January 1st

By Trustworthy

December 30, 2021


Get a fresh start on the new year this year and welcome (back) to Trustworthy!

It's a brand new year and a perfect time double-down on those things most important to you and your family. The first day of your 14-day free trial will start fresh on January 1st and there will be more help along the way this year.

You're invited to join us for this free Trustworthy live event to celebrate the New Year with a fresh start we're calling 'The 12 Days of Trustworthy' by:

  • Restarting your free, 14-day trial period as of January 1st

  • Invitation to book a 1:1, personalized coaching session with lead concierge

  • Online group how-to sessions - RSVP required

  • Custom 2-week checklist of important to-dos items

Coaching Session: Book a free, 1:1 coaching session with our Lead Concierge.

Schedule your free coaching and how-to session with our Lead Concierge to guide you through the top 10 things you can do to get your household organized.

Free Events: How to get organized this year.

Trustworthy's Lead Concierge, Debby Hurttgam, and Chief Customer Officer, Chanel Reynolds, will guide you through the steps to easily gather, organize, and securely manage those critical items your family will need today or in years to come. They’ll provide guidance and tips on secure online document management storage for important items like estate planning and insurance policies.

*Group size is limited so please RSVP! Online sessions will be recorded to view for those who have RSVP'd and are unable to attend. Questions? Please contact concierge@trustworthy.com

Checklist: Important to-do items every household can do (in an hour or less!)

Day 1 - Go to your Trustworthy account dashboard

  • Step 1: Sign Up or reactivate your account

Day 2 - Download the free Trustworthy app

Get the full Trustworthy experience by downloading our free mobile app

  • Step 1: Download the free app

    • Allows you to easily scan and upload information

    • Makes it easy to securely share information with your inner circle

Day 3 - Upload on-hand items from your wallet

  • Take 10 minutes today and grab whatever important information you have in your wallet, purse or on your desk

    • Step 1: Go to your account

      • Scan and upload to the Trustworthy dashboard. That may include:

        • Drivers license and IDs

        • Auto, medical and other insurance cards

        • Vaccine card

        • other cards or information you use frequently

Day 4 - Upload other important ID cards

  • Take 10 minutes to dig into your family files.

    • Step 1: Go to your account

      • Upload information like:

        • Passports

        • Birth certificates

        • Marriage license

        • House deed

        • Driver registration

        • License plate and tag information

Day 5 - Add your digital asset accounts

  • Keep your information secure and share specifically with those who need it.

    • Step 1: Go to your account

      • Upload information like:

        • Savings

        • 529 college savings

        • 401(k) and retirement savings

        • Brokerage accounts

        • Stocks and bonds

        • Digital and crypto assets

Day 6 - Add collaborators to get tasks done more quickly

  • Trustworthy it allows you to securely share information with family, close friends, and financial advisors.

    • Step 1: Add collaborators

      • Add family members to the platform as collaborators

      • Send secure links to share specific documents or information as needed

      • Learn more about this feature (announcement posts)

Day 7 - Coming Soon!