Pricing
Start your Family Operating System® with a
14-day free trial, then choose a plan.
Start free trial
Everything in the right place
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The Family Operating System® — the leading platform for family information management.
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Desktop access
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Mobile access | Download
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Mobile scanner | Download
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Storage space
Partner Portal
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Partner Portal Access
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Co-branded client experience
Implementation Services
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Custom, done-for-you implementation plan
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Preconfigured accounts
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Customized Deliverables
Dedicated Partner Support
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Partner training and onboarding sessions
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End client onboarding sessions
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Email support
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Quarterly check-ins
Every asset beautifully organized
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Trustworthy Recommendation Engine
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Guided workflows
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Clean, intuitive, modern design
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Automatic and custom reminders
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Linked assets
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Enriched information
Everyone working together
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Unlimited collaborators
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Multi-household access
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Emergency contacts
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Assignable to-dos
Advanced security for every family
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Advanced security with AES 256-bit encryption
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Multi-factor Authentication
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Biometric authentication
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Data tokenization
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SOC 2 Certification
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HIPAA Compliant
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GDPR Compliant
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PCI DSS Level 4
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YUBI hardware security keys
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Independent security audits and penetration testing
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Secure links with link expiration and tracking
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Event logging
Expert help, when you need it
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Turnkey implementation for time-starved families**
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30-minute onboarding session with Trustworthy Expert
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Family onboarding sessions
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Email support
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Live chat support
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Text support
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Phone support
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Personalized, one-on-one sessions with Trustworthy Expert
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Document replacement service
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Outsource gathering documents from advisors and other sources
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Outsource uploading documents for you
B2B Pricing
Enterprise
Contact Sales
Best for professional firms that serve modern families.
-
The Family Operating System® — the leading platform for family information management.
The modern family's single source of truth, where all essential assets are secured, organized, and optimized.
Close -
Desktop access
Manage everything from asset organization and optimization to reminders and coordinating with collaborators and Trustworthy Experts.
Close -
Mobile access | Download
Bring your Family Operating System with you on the go for easy access to your information. Download the Trustworthy mobile app here.
Close -
Mobile scanner | Download
Use OCR enabled scanning to upload and secure IDs, passports, insurance cards, and other essential documents.
Close -
Joining Trustworthy unlocks exclusive savings on a range of third-party services and apps. Browse the marketplace here.
Close
-
Partner Portal Access
Access multiple client accounts from one view with advisor and administrator accounts.
Close -
Co-branded client experience
-
Custom, done-for-you implementation plan
Trustworthy implementation team maps your end client information to the Trustworthy categories.
Close -
Preconfigured accounts
Accounts are delivered preconfigured with your customer information.
Close -
Customized Deliverables
Receive a customized map key, onboarding guide, and advanced security information.
Close
-
Partner training and onboarding sessions
-
End client onboarding sessions
-
Email support
-
Quarterly check-ins
-
Trustworthy Recommendation Engine
The Trustworthy Recommendation Engine (patent pending) anonymously analyzes your responses against thousands of peer households so you receive unique set of recommendations for your family.
Close -
Guided workflows
Guided workflows lead you through the delivery of each asset to capture all your important information and help you remember what you need to know.
Close -
Clean, intuitive, modern design
The perfect visualization of your information, meticulously designed to let you organize the way you see fit.
Close -
Automatic and custom reminders
Create recurring reminders (ID renewals, password updates), and set up manual reminders for unique occasions and appointments.
Close -
Linked assets
Connect assets to pertinent information, like homeowner insurance for real estate or car payments to your vehicle.
Close -
Enriched information
Trustworthy adds additional relevant information to your assets—like a bank's phone number or a health insurer's URL.
Close
-
Unlimited collaborators
Allow family and professionals to access your assets while fine-tuning permissions so that collaborators can only view and edit the categories you assign to them.
Close -
Multi-household access
Connect with an unlimited number of additional households from your account. Manage and navigate between them seamlessly.
Close -
Emergency contacts
Keep emergency contacts in one place. They don't have account access, but can be verified by a human in the event something happens to you.
Close -
Assignable to-dos
Give action items and to-do lists to family members and the professionals you trust with your assets.
Close
-
Advanced security with AES 256-bit encryption
Data is protected the moment you upload with Advanced Encryption Standard (AES) 256-bit encryption. This is the foundation of our security stack.
Close -
Multi-factor Authentication
Multi-factor authentication verifies your identity via SMS, voice, authenticator or security key.
Close -
Biometric authentication
Use facial or fingerprint authentication with our iOS mobile app for fast, secure access on the go.
Close -
Data tokenization
Tokenization removes sensitive data from Trustworthy servers and replaces it with a corresponding alias (token). This keeps the sensitive information protected and separate from your account and only retrievable by you.
Close -
SOC 2 Certification
With AICPA SOC 2 certification examination in the books, Trustworthy's security is certified by an independent CPA.
Close -
HIPAA Compliant
For all health documents and information, you can rest easy knowing Trustworthy is compliant with all HIPAA standards.
Close -
GDPR Compliant
Although not required in the United States, Trustworthy is compliant with the European Union's (EU) General Data Protection Regulation, or GDPR. These are the highest standards for privacy and security in the world.
Close -
PCI DSS Level 4
Trustworthy is Payment Card Industry Data Security Standard (PCI DSS) Level 4 compliant.
Close -
-
Independent security audits and penetration testing
Our independent security experts proactively identify vulnerabilities and work tirelessly with our internal team to remedy issues.
Close -
Secure links with link expiration and tracking
Share documents with family and professionals (lawyers, doctors) with secure links that expire in a timely manner.
Close -
Event logging
Trustworthy keeps comprehensive audit logs of the events (by individual user) within each member account. This allows you to account for every change that has occurred within your account (and who made that change).
Close
-
Our Trustworthy Experts and Trustworthy Certified Experts™ will manage the end-to-end implementation of your Family Operating System.
Close
**Hourly rate applies. -
Discover how to customize, optimize categories and reminders, what to prioritize first, and much more
Close -
Give your family members a personalized onboarding session
Close -
Expert review of your documents with recommendations on what needs optimization or updates.
Close -
Our Experts handle all document requests with external contacts and collaborators as needed.
Close -
Our Experts scan and organize all of your essential documents with your direction.
Close
Consumer Pricing
Platinum
$480
per year
Best for high net-worth families who have complex assets that require more service.
-
The Family Operating System® — the leading platform for family information management.
The modern family's single source of truth, where all essential assets are secured, organized, and optimized.
Close -
Desktop access
Manage everything from asset organization and optimization to reminders and coordinating with collaborators and Trustworthy Experts.
Close -
Mobile access | Download
Bring your Family Operating System with you on the go for easy access to your information. Download the Trustworthy mobile app here.
Close -
Mobile scanner | Download
Use OCR enabled scanning to upload and secure IDs, passports, insurance cards, and other essential documents.
Close -
Joining Trustworthy unlocks exclusive savings on a range of third-party services and apps. Browse the marketplace here.
Close - 75GB vault space storage 75GB
-
Access multiple client accounts from one view with advisor and administrator accounts.
Close
-
Trustworthy implementation team maps your end client information to the Trustworthy categories.
Close -
Accounts are delivered preconfigured with your customer information.
Close -
Receive a customized map key, onboarding guide, and advanced security information.
Close
-
Trustworthy Recommendation Engine
The Trustworthy Recommendation Engine (patent pending) anonymously analyzes your responses against thousands of peer households so you receive unique set of recommendations for your family.
Close -
Guided workflows
Guided workflows lead you through the delivery of each asset to capture all your important information and help you remember what you need to know.
Close -
Clean, intuitive, modern design
The perfect visualization of your information, meticulously designed to let you organize the way you see fit.
Close -
Automatic and custom reminders
Create recurring reminders (ID renewals, password updates), and set up manual reminders for unique occasions and appointments.
Close -
Linked assets
Connect assets to pertinent information, like homeowner insurance for real estate or car payments to your vehicle.
Close -
Enriched information
Trustworthy adds additional relevant information to your assets—like a bank's phone number or a health insurer's URL.
Close
-
Unlimited collaborators
Allow family and professionals to access your assets while fine-tuning permissions so that collaborators can only view and edit the categories you assign to them.
Close -
Multi-household access
Connect with an unlimited number of additional households from your account. Manage and navigate between them seamlessly.
Close -
Emergency contacts
Keep emergency contacts in one place. They don't have account access, but can be verified by a human in the event something happens to you.
Close -
Assignable to-dos
Give action items and to-do lists to family members and the professionals you trust with your assets.
Close
-
Advanced security with AES 256-bit encryption
Data is protected the moment you upload with Advanced Encryption Standard (AES) 256-bit encryption. This is the foundation of our security stack.
Close -
Multi-factor Authentication
Multi-factor authentication verifies your identity via SMS, voice, authenticator or security key.
Close -
Biometric authentication
Use facial or fingerprint authentication with our iOS mobile app for fast, secure access on the go.
Close -
Tokenization removes sensitive data from Trustworthy servers and replaces it with a corresponding alias (token). This keeps the sensitive information protected and separate from your account and only retrievable by you.
Close -
SOC 2 Certification
With AICPA SOC 2 certification examination in the books, Trustworthy's security is certified by an independent CPA.
Close -
HIPAA Compliant
For all health documents and information, you can rest easy knowing Trustworthy is compliant with all HIPAA standards.
Close -
GDPR Compliant
Although not required in the United States, Trustworthy is compliant with the European Union's (EU) General Data Protection Regulation, or GDPR. These are the highest standards for privacy and security in the world.
Close -
PCI DSS Level 4
Trustworthy is Payment Card Industry Data Security Standard (PCI DSS) Level 4 compliant.
Close - Available upon request
-
Independent security audits and penetration testing
Our independent security experts proactively identify vulnerabilities and work tirelessly with our internal team to remedy issues.
Close -
Secure links with link expiration and tracking
Share documents with family and professionals (lawyers, doctors) with secure links that expire in a timely manner.
Close -
Trustworthy keeps comprehensive audit logs of the events (by individual user) within each member account. This allows you to account for every change that has occurred within your account (and who made that change).
Close
-
Turnkey implementation for time-starved families**
Our Trustworthy Experts and Trustworthy Certified Experts™ will manage the end-to-end implementation of your Family Operating System.
Close
**Hourly rate applies. -
30-minute onboarding session with Trustworthy Expert
Discover how to customize, optimize categories and reminders, what to prioritize first, and much more
Close -
Family onboarding sessions
Give your family members a personalized onboarding session
Close - Phone, email, and text support (9am-5pm PST) 9 AM - 5 PM PST | MON - FRI
- 9 AM - 5 PM PST | MON - FRI
- 9 AM - 5 PM PST | MON - FRI
- 9 AM - 5 PM PST | MON - FRI
- 3 hours
-
Document replacement service
Expert review of your documents with recommendations on what needs optimization or updates.
Close -
Outsource gathering documents from advisors and other sources
Our Experts handle all document requests with external contacts and collaborators as needed.
Close -
Outsource uploading documents for you
Our Experts scan and organize all of your essential documents with your direction.
Close
Consumer Pricing
Gold
$240
per year
Best for high-achieving families who prefer to manage and organize assets on their own
-
The Family Operating System® — the leading platform for family information management.
The modern family's single source of truth, where all essential assets are secured, organized, and optimized.
Close -
Desktop access
Manage everything from asset organization and optimization to reminders and coordinating with collaborators and Trustworthy Experts.
Close -
Mobile access | Download
Bring your Family Operating System with you on the go for easy access to your information. Download the Trustworthy mobile app here.
Close -
Mobile scanner | Download
Use OCR enabled scanning to upload and secure IDs, passports, insurance cards, and other essential documents.
Close -
Joining Trustworthy unlocks exclusive savings on a range of third-party services and apps. Browse the marketplace here.
Close - 30 GB vault space storage 30GB
-
Access multiple client accounts from one view with advisor and administrator accounts.
Close
-
Trustworthy implementation team maps your end client information to the Trustworthy categories.
Close -
Accounts are delivered preconfigured with your customer information.
Close -
Receive a customized map key, onboarding guide, and advanced security information.
Close
-
Trustworthy Recommendation Engine
The Trustworthy Recommendation Engine (patent pending) anonymously analyzes your responses against thousands of peer households so you receive unique set of recommendations for your family.
Close -
Guided workflows
Guided workflows lead you through the delivery of each asset to capture all your important information and help you remember what you need to know.
Close -
Clean, intuitive, modern design
The perfect visualization of your information, meticulously designed to let you organize the way you see fit.
Close -
Automatic and custom reminders
Create recurring reminders (ID renewals, password updates), and set up manual reminders for unique occasions and appointments.
Close -
Linked assets
Connect assets to pertinent information, like homeowner insurance for real estate or car payments to your vehicle.
Close -
Enriched information
Trustworthy adds additional relevant information to your assets—like a bank's phone number or a health insurer's URL.
Close
-
Unlimited collaborators
Allow family and professionals to access your assets while fine-tuning permissions so that collaborators can only view and edit the categories you assign to them.
Close -
Multi-household access
Connect with an unlimited number of additional households from your account. Manage and navigate between them seamlessly.
Close -
Emergency contacts
Keep emergency contacts in one place. They don't have account access, but can be verified by a human in the event something happens to you.
Close -
Assignable to-dos
Give action items and to-do lists to family members and the professionals you trust with your assets.
Close
-
Advanced security with AES 256-bit encryption
Data is protected the moment you upload with Advanced Encryption Standard (AES) 256-bit encryption. This is the foundation of our security stack.
Close -
Multi-factor Authentication
Multi-factor authentication verifies your identity via SMS, voice, authenticator or security key.
Close -
Biometric authentication
Use facial or fingerprint authentication with our iOS mobile app for fast, secure access on the go.
Close -
Tokenization removes sensitive data from Trustworthy servers and replaces it with a corresponding alias (token). This keeps the sensitive information protected and separate from your account and only retrievable by you.
Close -
SOC 2 Certification
With AICPA SOC 2 certification examination in the books, Trustworthy's security is certified by an independent CPA.
Close -
HIPAA Compliant
For all health documents and information, you can rest easy knowing Trustworthy is compliant with all HIPAA standards.
Close -
GDPR Compliant
Although not required in the United States, Trustworthy is compliant with the European Union's (EU) General Data Protection Regulation, or GDPR. These are the highest standards for privacy and security in the world.
Close -
PCI DSS Level 4
Trustworthy is Payment Card Industry Data Security Standard (PCI DSS) Level 4 compliant.
Close - Available upon request
-
Independent security audits and penetration testing
Our independent security experts proactively identify vulnerabilities and work tirelessly with our internal team to remedy issues.
Close -
Secure links with link expiration and tracking
Share documents with family and professionals (lawyers, doctors) with secure links that expire in a timely manner.
Close -
Trustworthy keeps comprehensive audit logs of the events (by individual user) within each member account. This allows you to account for every change that has occurred within your account (and who made that change).
Close
-
Turnkey implementation for time-starved families**
Our Trustworthy Experts and Trustworthy Certified Experts™ will manage the end-to-end implementation of your Family Operating System.
Close
**Hourly rate applies. -
30-minute onboarding session with Trustworthy Expert
Discover how to customize, optimize categories and reminders, what to prioritize first, and much more
Close -
Family onboarding sessions
Give your family members a personalized onboarding session
Close - Phone & email support (9am-5pm PST) 9 AM - 5 PM PST | MON - FRI
- 9 AM - 5 PM PST | MON - FRI
- 9 AM - 5 PM PST | MON - FRI
- 9 AM - 5 PM PST | MON - FRI
-
Expert review of your documents with recommendations on what needs optimization or updates.
Close -
Our Experts handle all document requests with external contacts and collaborators as needed.
Close -
Our Experts scan and organize all of your essential documents with your direction.
Close
All plans include a 14-day free trial and a 30-day full refund policy.
Work with a wealth advisor, estate planning attorney, accountant or insurance broker?
Email your trusted advisor to ask if they provide Trustworthy as part of their services or have a referral discount.
“Highly secure product and great to collaborate with other family members.”
KM
Trustpilot Review
“So great to have everything in one spot. It sets my mind at ease knowing that I can access this info anywhere.”
Kareena Christian
Trustpilot Review
“I love this app, I can scan everything right into my family operating system instantly! Genius!”
Janelle LH
App Store Review
Customize your plan with multi-year and multi-household pricing.
There’s only one Trustworthy.
There’s no other app like Trustworthy. As the top-rated Family Operating System® on Trustpilot, we’re tirelessly innovating to make information overload a thing of the past for families everywhere. See why thousands of families are raving about us.
Trustworthy Experts
Have a question?
Find out which subscription is right for you, learn more about how our Experts can help, or ask about multi-year and multi-household savings.