Stay connected across generations.
Trusty gives advisors a complete view of client wealth — documents, wishes, heirs, and assets — all organized within a secure Estate Binder clients build and share.
Grow AUM by staying connected to every generation.
Most heirs leave their family’s advisor because they’ve never been part of the relationship. Trusty gives advisors visibility into the full estate picture — the people involved, the assets that matter, and the wishes clients want upheld — so you can build meaningful connections long before wealth is transferred.
See every will, trust, and POA in one place, so you can ensure your clients’ plans stay updated and coordinated across their advisors.
Know exactly what your clients own — from properties to heirlooms — to identify protection gaps and strengthen their insurance and estate strategies.
Understand your clients’ family dynamics — heirs, executors, and trusted professionals — so you can build continuity and retain AUM as wealth transfers.
Work from one shared, secure record that eliminates blind spots and powers more meaningful, future-focused client conversations.
Built for the advisors families trust the most.
Trusty is designed for wealth advisors, insurance specialists, estate planners, and family office teams who want deeper visibility into their clients' estates — and the clarity to stay connected across generations.
Gain multi-generational visibility and stay embedded in family relationships through every transfer of wealth. Trusty helps advisors safeguard AUM, uncover planning opportunities, and position themselves as long-term stewards of a family’s legacy.
Replace scattered client files with one connected record. Trusty makes it easier to keep plans current, minimize post-execution risk, and collaborate with a client’s full advisory network — all while maintaining strict confidentiality.
Streamline multi-entity oversight. Trusty centralizes documents, holdings, beneficiaries, and heirs across complex structures — giving principals and advisors a single source of truth for continuity, governance, and long-term control.
Deliver a consistent, modern estate experience at scale. Trusty enhances your client journey across thousands of households by consolidating estate information into one secure, intuitive platform — strengthening brand trust without adding advisor workload.
Streamline multi-entity oversight. Trusty centralizes documents, holdings, beneficiaries, and heirs across complex structures — giving principals and advisors a single source of truth for continuity, governance, and long-term control.
Be among the first to pilot Trusty Advisor.
Weʼre partnering with select advisors to shape the future of connected estate planning. Meet with our team for a walkthrough of Trusty and details on joining the pilot program.
