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Pricing

Start your Family Operating System® with a
14-day free trial, then choose a plan.

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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.

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.
    **Hourly rate applies.

    Close
  • 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
And more...

Consumer Pricing

Platinum

$480

per year

Best for high net-worth families who have complex assets that require more service.

Learn about bundled pricing

  • 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.
    **Hourly rate applies.

    Close
  • 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
And more...

Consumer Pricing

Gold

$240

per year

Best for high-achieving families who prefer to manage and organize assets on their own

Learn about bundled pricing

  • 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.
    **Hourly rate applies.

    Close
  • 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
And more...

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.

Send email

“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.

Subtotal
$2,400.00
5-year discount
-$576.00
2-house discount
-$480.00
 
Total $1,344.00
 
$0.74/day
Request this price

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.