A trusted way to organize and share what matters
Trusty helps professionals guide clients through capturing their assets, plans, and key people — then compiles it all into a personalized Estate Binder their families can rely on.
Every interaction creates a moment of clarity
Most client conversations stay at the surface. Trusty gives you a way to go deeper — and deliver a record your clients' families will rely on for generations.
Accounts, properties, investments and valuables in one organized place. A structured view of accounts, property, valuables, and the details families are often left searching for later.
Clear instructions, important documents, and personal wishes brought together for the people responsible when something happens.
Map family members, advisors, executors, and heirs in one clear view. Because the heir you've never met is the relationship you can't afford to lose.
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Personal instructions, family values, and the context behind important decisions captured so loved ones aren't left guessing.
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The only Estate Binder your clients will receive is the one you give them.
Trusty gives you the guided process to create it and the finished record to pass forward with confidence.
76% of families haven't documented what matters most.
When that happens, important details are hard to find. Wishes go unrecorded. And the people left behind are left to piece it together at the worst possible time.
Trusty gives advisors a way to change that — one client at a time.
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.
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.
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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.
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.
I’ve seen too many families scramble for documents. With Trusty, everything an executor needs is right there—organized, secure, and easy to understand.
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.
The legacy is yours to protect.The wishes are theirs to leave.
A better way to organize client estates, support families, and deliver value that lasts across generations
