The trusted way to share your wishes.

A single place to organize the plans, documents, and personal wishes your family will need.

Private by design. Trusted by families.

Your estate binder stays yours. Every file, photo, note, and document is encrypted and protected.

You choose what to share - and with whom - so your privact and intentions stay perfectly aligned.

Trusty for Families

One secure, connected place for every document, asset, and wish. Give your loved ones clarity and peace of mind.

Trusty for Advisors

Bring holistic estate conversations to life. Reduce risk, deepen relationships, and keep families connected.

Trusty for Families

One secure, connected place for every document, asset, and wish. Give your loved ones clarity and peace of mind.

Trusty for Advisors

Bring holistic estate conversations to life. Reduce risk, deepen relationships, and keep families connected.

What people are saying about Trusty.

What people are saying about Trusty.

"Trusty gives our team the visibility and context we need to guide clients with confidence. It turns scattered records into meaningful insight, helping us build conversations that connect financial goals with real legacy building."

Michelle

,

Wealth Advisor

"After buying my wife a special piece of jewelry, I realized the appraisal paperwork was quickly tucked in a drawer, forgotten, along with files of other estate documents over the years. It made me wonder how prepared we really were, and how my family would know what mattered if I wasn’t there. Trusty gave me a way to capture everything clearly, without leaving our wishes to chance."

Doug

,

Trusty user

We built our wealth with intention. Trusty helps us pass it on with the same clarity. It’s a gift to our kids—not just assets, but peace of mind.

Jason
Retired CFO

I’ve been an executor four times. The financial stuff is usually clear but personal assets is where families stumble and fall apart. Trusty brings structure to the messiest part.

Bradley
Repeat Executor

It was surprisingly easy—for us and for our parents. Now we all feel better knowing everything’s in one safe place, and everyone’s in the loop.

Emily
Family using Trusty

I’ve seen too many families scramble for documents. With Trusty, everything an executor needs is right there—organized, secure, and easy to understand.

Elizabeth
Estate Lawyer

Trusty has quickly become a go-to tool for helping my clients get organized and stay ahead. It’s given them—and me—more confidence heading into estate conversations.

Anna
Senior Wealth Advisor

Get started with Trusty.

Whether youʼre planning for your family or advising others, Trusty makes lifeʼs most important details clear, connected, and cared for.