The client Estate Binder gifted by modern advisors.
Help your clients leave behind more than an estate plan. Give families the clarity, context, and guidance they'll one day depend on — through a personalized Estate Binder that extends your advice beyond every meeting.
Legal documents record decisions. They rarely explain the thinking behind them. Trusty’s Estate Binder preserves the context families need to understand not just what was decided, but why. It helps ensure your guidance isn't forgotten when wealth transfers.
THE TRUSTY emotional layer
A will is an important document. It isn’t the whole story.
Modern advisors deliver more than estate plans. They help clients preserve the understanding behind them, creating stronger family relationships that continue into the next generation.
Wishes & intentions
The why behind every decision. Wishes clarify intent, connect loved ones, guide conversations, and preserve memories.
Assign assets to loved ones
Meaningful items, promised to the right people.
Clarify intent on plans
The why behind your decisions, in your own words.
Guidance on what matters
Final wishes, giving, and words for your family.
Share memories
Photos, stories, and moments worth passing on.
Assets
Includes everything of value.
Investments
Property
Valuables
Financial Accounts
Plans
Every important document.
Will
Powers of Attorney
Trusts
Policies
People
Everyone who matters.
Advisors
Family Members
Estate Executor
Key People
How It Works
From first conversation to lasting value.
Introduce Trusty to your clients, guide them as they build their record, and stay connected as their plans and priorities evolve.
Professionally printed and personalized for every family, the Estate Binder brings together everything your loved ones need in one trusted place. It's the record they'll turn to when they need answers, guidance, and clarity most.
When families have everything organized in one place, conversations become more strategic and far less reactive. It's better for our clients and makes our entire planning process more efficient.
Shawn Lupin
Senior Wealth Advisor
Clients constantly tell us they've never seen anything like the Estate Binder. It's become one of the biggest differentiators for our practice.
Nicole Storkson
Managing Partner
It's rare to find a technology that actually strengthens the personal side of the advisor-client relationship. Trusty does exactly that.
Chris Pansenmathers
Independent Financial Advisor
Every advisor talks about holistic planning. Trusty actually gives us a way to deliver it.
Sam Krofchik
Senior Wealth Advisor
The Estate Binder gives clients something tangible they actually keep. It's become one of the most valuable pieces of our client experience and has helped us deepen relationships beyond investment management.
Cheryl Collins
Wealth Planner
Trusty changed the conversation I have with clients. We stopped talking only about performance and started talking about the people and decisions surrounding their estate. That changes the relationship completely.
Sarah Mitchell
Senior Wealth Advisor
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Frequently asked questions
What is an Estate Binder?
How do estate planning and estate organization differ?
What are Wishes, and why do they matter?
Who is Trusty for?
Is Trusty available across the United States & Canada?
Connect the family. Own the legacy.
Because the most important part of a legacy isn't what gets passed on. It's knowing what it meant.
