Trustworthy
New Year Fresh Start. The '12 Days of Trustworthy' starts January 1st
Trustworthy
Mar 1, 2022
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 expert
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 Expert.
Schedule your free coaching and how-to session with our Lead Expert 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 Expert, 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.
Event Info and RSVP: Friday, January 7th at 10:00 am PST (1:00 pm EST)
Event Info and RSVP: Tuesday, January 11th at 4:00 pm PST (7:00 pm EST)
Event Info and RSVP: Thursday, January 12th at 10:00 am PST (1:00 pm EST)
*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!
Trustworthy
New Year Fresh Start. The '12 Days of Trustworthy' starts January 1st
Trustworthy
Mar 1, 2022
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 expert
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 Expert.
Schedule your free coaching and how-to session with our Lead Expert 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 Expert, 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.
Event Info and RSVP: Friday, January 7th at 10:00 am PST (1:00 pm EST)
Event Info and RSVP: Tuesday, January 11th at 4:00 pm PST (7:00 pm EST)
Event Info and RSVP: Thursday, January 12th at 10:00 am PST (1:00 pm EST)
*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!
Trustworthy
New Year Fresh Start. The '12 Days of Trustworthy' starts January 1st
Trustworthy
Mar 1, 2022
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 expert
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 Expert.
Schedule your free coaching and how-to session with our Lead Expert 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 Expert, 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.
Event Info and RSVP: Friday, January 7th at 10:00 am PST (1:00 pm EST)
Event Info and RSVP: Tuesday, January 11th at 4:00 pm PST (7:00 pm EST)
Event Info and RSVP: Thursday, January 12th at 10:00 am PST (1:00 pm EST)
*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!
Try Trustworthy today.
Try the Family Operating System® for yourself. You (and your family) will love it.
No credit card required.
Try Trustworthy today.
Try the Family Operating System® for yourself. You (and your family) will love it.
No credit card required.
Try Trustworthy today.
Try the Family Operating System® for yourself. You (and your family) will love it.
No credit card required.
Related Articles
Aug 7, 2023
Enhance Customer Relationships Through Digital Transformation
Mar 17, 2023
Trustworthy Enables Financial Institutions on Q2’s Digital Banking Platform
Feb 20, 2023
Trustworthy Vs Everplans: What You Should Know
Apr 19, 2022
Trustworthy Secures $15M Series A Led by Valor Siren Ventures
Apr 1, 2022
Product feature: Automatically import your financial account information with Plaid
Mar 2, 2022
Trustworthy Versus Google Drive: A Comparison
Mar 2, 2022
Trustworthy Vs Dropbox: What You Should Know
Mar 2, 2022
Trustworthy and Juno partner to provide better family resources
Mar 2, 2022
How is Trustworthy Different from Google Drive, Dropbox or Microsoft OneDrive?
Mar 2, 2022
We are Trustworthy.
Mar 1, 2022
New Year Fresh Start. The '12 Days of Trustworthy' starts January 1st
Sep 1, 2021
New Category: Keep your family ready for any emergency