A will is an important document. It isn't the whole story.
Randy Frisch learned that twice. The first time, he barely noticed. He had bought his wife, Jenny, a bracelet. It was the kind of piece that gets worn for decades and then handed to someone. They wanted to make sure it went to the right person one day, along with the paperwork that came with it. But nothing in their will said that, and he didn't know how to connect the two. It was a passing thought, and like most passing thoughts, he never took care of it.
The second time was harder to ignore. When his grandmother passed away at 104, she left a lifetime of prized belongings to her children, grandchildren and great-grandchildren. What was missing was clarity. Everyone was fortunately gracious with one another. But the family spent months piecing together what was meant for whom, and why. It was inefficient at exactly the moment clarity would have gone the furthest.That's when the bracelet came back to him. If something happened to him and Jenny, he'd be leaving his own family in the same position.
For most people, this never rises to the top of the list. It doesn't feel urgent until it is. But it isn't separate from the wealth a family has spent a lifetime building. It's an extension of it.Advisors are already the people families trust with that work. They spend decades alongside a family, understand the decisions behind the wealth, and are there for life's biggest transitions. They're in the best position to raise the part of the picture no one thinks to ask about, while the family is still together to tell it.
That's why Randy built Trusty for families through advisors.Trusty brings a family's assets, plans, people and wishes together with the context behind them. For advisors, it's a natural way to deepen relationships beyond the portfolio, understand the people who matter most to their clients, and begin building relationships with the generations that come next.
