Join Us for a Free Webinar

In this session, you’ll learn how to move beyond the estate plan and begin organizing the digital information your family depends on every day.

You’ll learn how to:

• Understand why digital organization is now essential — not optional — for modern families.

• Apply Judith Guertin’s CALM™ Method to your digital life: Collect, Analyze, Locate, and Maintain important information.

• Organize what matters most, including:

  • Key people and contacts

  • Vital documents

  • Digital accounts and online records

• Avoid common pitfalls like scattered portals, inbox “storage,” and undocumented decisions.

• Take one small, meaningful step toward peace of mind — without needing to be perfect.

You’ll also see how Trustworthy — The Family Operating System® can support the CALM™ Method by securely organizing information, enabling safe sharing with loved ones or advisors, and helping you keep everything up to date over time.