Pricing

Everything in the right place

• 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.

• Desktop access

  Manage everything from asset organization and optimization to reminders and coordinating with collaborators and Trustworthy Experts.

• 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.

• Mobile scanner | Download

  Use OCR enabled scanning to upload and secure IDs, passports, insurance cards, and other essential documents.

• The Trustworthy Marketplace™

  Joining Trustworthy unlocks exclusive savings on a range of third-party services and apps. Browse the marketplace here.

• Storage space

Partner Portal

• Partner Portal Access

  Access multiple client accounts from one view with advisor and administrator accounts.

• Co-branded client experience

Implementation Services

• Custom, done-for-you implementation plan

  Trustworthy implementation team maps your end client information to the Trustworthy categories.

• Preconfigured accounts

  Accounts are delivered preconfigured with your customer information.

• Customized Deliverables

  Receive a customized map key, onboarding guide, and advanced security information.

Dedicated Partner Support

• Partner training and onboarding sessions

• End client onboarding sessions

• Email support

• Quarterly check-ins

Every asset beautifully organized

• 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.

• 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.

• Clean, intuitive, modern design

  The perfect visualization of your information, meticulously designed to let you organize the way you see fit.

• Automatic and custom reminders

  Create recurring reminders (ID renewals, password updates), and set up manual reminders for unique occasions and appointments.

• Linked assets

  Connect assets to pertinent information, like homeowner insurance for real estate or car payments to your vehicle.

• Enriched information

  Trustworthy adds additional relevant information to your assets—like a bank's phone number or a health insurer's URL.

Everyone working together

• 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.

• Multi-household access

  Connect with an unlimited number of additional households from your account. Manage and navigate between them seamlessly.

• 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.

• Assignable to-dos

  Give action items and to-do lists to family members and the professionals you trust with your assets.

Advanced security for every family

• 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.

• Multi-factor Authentication

  Multi-factor authentication verifies your identity via SMS, voice, authenticator or security key.

• Biometric authentication

  Use facial or fingerprint authentication with our iOS mobile app for fast, secure access on the go.

• 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.

• SOC 2 Certification

  With AICPA SOC 2 certification examination in the books, Trustworthy's security is certified by an independent CPA.

• HIPAA Compliant

  For all health documents and information, you can rest easy knowing Trustworthy is compliant with all HIPAA standards.

• 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.

• PCI DSS Level 4

  Trustworthy is Payment Card Industry Data Security Standard (PCI DSS) Level 4 compliant.

• YUBI hardware security keys

  One of the most trusted secure hardware keys delivers high-level authentication for your most sensitive information. Available upon request, please contact a Trustworthy Expert.

• Independent security audits and penetration testing

  Our independent security experts proactively identify vulnerabilities and work tirelessly with our internal team to remedy issues.

• Secure links with link expiration and tracking

  Share documents with family and professionals (lawyers, doctors) with secure links that expire in a timely manner.

• 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).

Expert help, when you need it

• 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.
  **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

• Family onboarding sessions

  Give your family members a personalized onboarding session

• Email support

  Contact us at hello@trustworthy.com with any questions on your account.

• Live chat support

  Start a live chat for quick resolutions on account questions.

• Text support

  This feature is exclusive to Platinum plans and gives you even more convenient service.

• Phone support

  Call (888) 254-0696 for technical and troubleshooting support.

• Personalized, one-on-one sessions with Trustworthy Expert

  Get guided, one-on-one work sessions with a Trustworthy Expert and find answers to all of your questions.

• Document replacement service

  Expert review of your documents with recommendations on what needs optimization or updates.

• Outsource gathering documents from advisors and other sources

  Our Experts handle all document requests with external contacts and collaborators as needed.

• Outsource uploading documents for you

  Our Experts scan and organize all of your essential documents with your direction.