What Would Your Family Need to Know?
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Trustworthy
Trustworthy's Family Operating System® automatically organizes your most important information and turns it into answers, guidance, and action.
Key Takeaways
The Family Brief from Trustworthy is a printable summary that brings together your household's important information, with your notes, reminders, passwords, contacts, plus a checklist of what your family may need to know.
Everything in one place, ready to print. The Family Brief brings the important information your household keeps in Trustworthy together into one clear, printable document.
More than a list of documents. Your notes, reminders, passwords, and contacts come with it, along with a checklist for every category.
Made to be handled with care. The Family Brief includes your information exactly as it's stored, so keep it as securely as you would the originals.
Some conversations go better when everything is in front of you.
Sitting down with your financial advisor. Walking a sibling through the family's insurance. Making sure that if someone ever needs to step in for you, they'll know where to begin.
Today, we're introducing The Family Brief: a clear, printable summary of your family's important information, ready when you need it.
Your Family's Information, All in One Place
Your Trustworthy account holds a lot: many categories, many pages, and many files. The Family Brief brings it all together into a single document you can read from start to finish.
It walks through each category in your account, bringing together the details you've saved, your notes and reminders, and the files that go with them. Those files are organized into matching folders in your download, so it's easy to move from the summary to the original document when you need it.
The Family Brief is also dated, and each record shows when it was last updated, so you and anyone you share it with can understand how current the information is.
The Details That Usually Get Left Behind
Documents are only part of the story. What you, and sometimes only you, know about them can be equally important.
That's why The Family Brief doesn't stop at your files. It also includes the notes and reminders you've added, passwords your family may need, and the people you've saved as contacts, from your attorney to your plumber.
It also shows anything still waiting in your Inbox that hasn't been reviewed yet, and lists what's been archived, so nothing quietly slips out of view.
A Checklist for Every Category
Every section includes a checklist of important information most families keep there, so you can see at a glance what you've already covered and what you might still want to add.
But, remember, nothing on it is required. Think of it as inspiration, instead of a blank page.
The Breadcrumbs You Didn't Know You Left
Life gets busy. Maybe you once created a page called "My 401(k)" and never came back to finish it. That unfinished page may not seem like much. But to someone stepping in for you, it could be the clue they needed to know that account exists at all.
The Family Brief includes pages you've started but haven't finished, so those breadcrumbs don't disappear. You can come back and complete them yourself, or they can help your family know where to look and what questions to ask.
Handle It With Care
The value of The Family Brief is that it brings so much of your important information together in one place. That also means it may contain sensitive information, including account numbers, Social Security numbers, and passwords.
Once downloaded, The Family Brief isn't encrypted. Treat it the way you'd treat your original documents: keep it somewhere safe, and share it only with people you trust.
And while it's a helpful starting point for important conversations, The Family Brief is a summary. It isn't legal, tax, financial, or insurance advice, and it doesn't replace your original documents or professional guidance.
How to Get Yours
On the web, go to Settings → Export data and start an export. We'll create your Family Brief and gather your files. It may take a few minutes, and you're welcome to close the window while we work.
When it's ready, we'll email you. Your download link stays available for 24 hours.
We'd love to hear from you. Feel free to email us with any questions, comments, or suggestions.
We’d love to hear from you. Feel free to email us with any questions, comments, or suggestions.
