Course

Overview & Objectives

0:00/1:34

Optional: Listen to the audio as you follow along on the screen.

0:00/1:34

Optional: Listen to the audio as you follow along on the screen.

0:00/1:34

Optional: Listen to the audio as you follow along on the screen.

Welcome to Account Overview Training

Trustworthy enables you to manage your clients' estates and important information with ease, security, and transparency. In this course, you will learn how to navigate Trustworthy's Family Operating System® and gain an in-depth understanding of some of the key features that make Trustworthy the innovative tool that it is.

By the end of this course, you will have the knowledge and skills to create and manage Trustworthy accounts, collaborate effectively with your clients, and ensure that all key information, documents and estates are managed securely and transparently. Get ready to take your client management skills to the next level!

Training Objectives

By the end of this training guide, you will be able to...

Create and guide your clients to create a new Trustworthy account.
Navigate the Family Operating System® via the dashboard, category, and details pages.
Describe the difference between automatic and custom reminders and also create a new custom reminder.
Explain the difference between permission levels, add a new collaborator, and assign them a to-do.
Download the Trustworthy mobile app and explain the benefits to their clients.