Getting Started With Trustworthy (December 2025)

December 15, 2025

In this demo and Q&A, CEO Nathaniel Robinson and Product Lead Ellen Goodwin walk through how families use Trustworthy to secure, organize, and share their important information.

Questions from the audience we discussed during this month’s webinar include:

  • Does Trustworthy provide prompts to guide you through the complete setup process?

  • With legacy access, what triggers the complete access for the legacy collaborator?

  • Can I link Trustworthy into my personal Dropbox to grab files I want to move to Trustworthy?

  • For monthly statements, does Trustworthy have a way to hook in and get those statements' monthly balances?

  • Has Trustworthy ever been hacked? What was the result?

  • Where do you add information, serial numbers, receipts, etc. for items in your house?

  • What does Trustworthy recommend after a driver's license to add right away to your account?

Watch the video for the answers!

Resources for Download

Document Collection Checklist

Begin your search with these common locations

Document Collection Checklist

Begin your search with these common locations

Document Collection Checklist

Begin your search with these common locations

Document Collection Checklist

Begin your search with these common locations

Vital Information Audit Form

Make note of what you have and what you still need to document

Vital Information Audit Form

Make note of what you have and what you still need to document

Vital Information Audit Form

Make note of what you have and what you still need to document

Vital Information Audit Form

Make note of what you have and what you still need to document

Beyond the Estate Plan File Index

Crate an easy-to-search list for family and trusted advisors

Beyond the Estate Plan File Index

Crate an easy-to-search list for family and trusted advisors

Beyond the Estate Plan File Index

Crate an easy-to-search list for family and trusted advisors

Beyond the Estate Plan File Index

Crate an easy-to-search list for family and trusted advisors

More Videos

More Videos

Try Trustworthy today.

Try Trustworthy today.

Try the Family Operating System® for yourself. You (and your family) will love it.

Try the Family Operating System® for yourself. You (and your family) will love it.

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No credit card required.