Legal

About Legal

By using Trustworthy to store their family's important legal documents, like wills, trusts, and other estate documents, your clients can have peace of mind knowing that their affairs are organized and accessible when they need it most. 

Clients can also add their attorneys and emergency contacts, which helps keep their families prepared for any situation. Having this information readily available can be crucial in times of emergency or unexpected events, and can help ensure that loved ones are taken care of in accordance with their wishes.

As with all categories, to add information to Legal, your clients can update suggested tiles or create new ones. Since most legal documents don't come with expiration dates, Trustworthy asks when these documents were created. That way, your client will get automated reminders once a year to make sure everything is up-to-date and accurate.

Note that a Trust will appear in both your Legal category and Business category. This is by design, it is not a duplicate, it's a single tile that can be accessed by either category.