Deliver generational value
Present your clients with a yearly Estate Binder that captures assets, plans, people and wishes in one easy-to-reference resource.
Help families organize their estates, strengthen communication across generations and create the clarity that lasts.
The complete picture behind every family legacy
Wealth transfers between generations. The advisor who coordinates the family relationship becomes the advisor who keeps the assets.
Trusty helps you become embedded across generations before that moment arrives, turning you into the trusted guide families return to for decades.
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 professionals families trust the most.
Trusty serves the entire advisory ecosystem. Whether you're an investment advisor managing portfolios, an accountant coordinating tax strategy, a lawyer structuring estates, a financial planner building futures or an executor managing transitions —Trusty gives you the clarity you need.
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.
Bring estate clarity to every client relationship.
Start with one family. Scale across your practice.
