Now 73, the retiree is focusing on how she can best organize and preserve her personal legacy and how she can pass it on to the people she loves most.

“Leaving a legacy is extremely important to me,” she says. “Although I have yet to fill out the books and videos on grandmotherly memories, I have hired trusted attorneys and investment advisors to help guide my financial investments, financial planning, and necessary legal documents.”

After a lifetime spent meticulously managing her affairs, Margueritte found that her “antiquated paper system” was difficult to navigate and nearly impossible to keep up to date.

The burden of managing that load eased when Margueritte’s daughter Marie Edwards introduced her to Trustworthy.

With Trustworthy, Margueritte has found a dynamic solution to ensure that all of her loved ones have access to important family documents relating to her care, her finances, and her wishes for the future. That’s reassuring to Marie too.

“My mom is very organized already, but her documents are inaccessible to me and my siblings — so in the event that something terrible happens, we now have access to docs like her health insurance,” Marie says. “She has everything labeled and in a filing cabinet, so she's done a great job, but I and two of my sisters live in California. She lives in North Carolina.

“The digitization of her documents has given us all peace of mind, and I really look at it as a gift she's given us."

Found Trustworthy's day-to-day value

Margueritte’s experience with Trustworthy hasn’t just provided peace of mind for her four children and 10 grandchildren; it’s also made managing her day-to-day affairs simpler.

“Trustworthy definitely improves my life. While many of the Trustworthy requested data points were easily retrieved, other data points such as renewal deadlines would have been missed without the thorough questioning prompted by Trustworthy,” Margueritte says.

Trustworthy’s auto-reminders alert members when important documents, such as driver's licenses and passports, are about to expire.

“Trustworthy means peace of mind that my financial and personal information can be found in one trusted location and the digital documents can be easily shared with my loved ones,” Margueritte says. “I would advise anyone considering it to give Trustworthy a try, so you too can gain greater financial peace of mind.”