Getting Started With Trustworthy (October 2025)
October 16, 2025
In this demo and Q&A, CEO Nathaniel Robinson and Director of Product Kyle Adamo walk through how families use Trustworthy to secure, organize, and share their important information.
Topics include:
How Trustworthy helps families with information overload.
AI-powered Autopilot, which summarizes documents, creates smarter file names, and auto-fills information.
Features such as Trustworthy’s Inbox, email-to-Inbox, and built-in mobile scanning.
Quick Start tasks, reminders, and renewal tracking.
How to add information such as family IDs, vehicles, homes, and financial accounts.
Collaborator roles (full, partial, and legacy access).
Security principles: MFA required, tokenization, and privacy philosophy Importing contacts, exporting files, and archiving items.
Resources for Download
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.
No credit card required.
No credit card required.
