FAQ

Frequently asked questions

What is Trusty?

Trusty is a family legacy platform for advisors and their clients. Families use the guided app to capture their assets, plans, people, wishes, and context, resulting in a professionally printed Estate Binder. Advisors gain the tools and insights to track progress, identify follow-up opportunities, and build stronger relationships across generations.

What is an Estate Binder?

An Estate Binder is the tangible client deliverable at the heart of Trusty. Advisors guide families through the experience, and what clients capture in the app becomes a personalized, professionally printed record the advisor gifts to them. It gives families lasting clarity while extending the advisor’s guidance beyond the meeting.

Is Trusty a Canadian company?

Yes. Trusty is a Canadian company focused on working with advisors, wealth professionals, and the families they serve across both Canada and the United States.

What kind of advisors use Trusty?

Trusty is used by wealth advisors, financial planners, and estate professionals who want to deepen their relationships with clients and the families around them. It is particularly valuable for advisors who manage multigenerational relationships or who are thinking seriously about retention through wealth transfer.

How is Trusty different from a document vault or digital filing cabinet?

A document vault stores files. Trusty captures meaning — the assets, plans, people, and intentions behind a family's estate — and delivers it as a physical Estate Binder. A vault tells you what exists. Trusty tells you what it means, who is connected to it, and what the family intended for it. One is a storage system. The other is a legacy record.

Is Trusty only available through advisors?

Yes. Trusty is available exclusively through participating financial professionals. They introduce Trusty to their clients, guide families through the experience, and deliver the personalized Estate Binder as a meaningful client gift. This professional-led model keeps the experience connected to the relationships families already trust.

What is an Estate Binder?

An Estate Binder is a physical, printed record that brings together everything a family needs to have organized — their assets, plans, key relationships, and personal wishes. Trusty builds it from the information a client captures through the guided app experience, personalized to the family and delivered by their advisor. It is designed to be shared with the people who need it and returned to as life changes.

How do estate planning and estate organization differ?

Estate planning is the process of creating legal documents — wills, trusts, powers of attorney — that determine what happens to assets. Estate organization is what happens alongside it: capturing what exists, where it is, who is connected to it, and what the person intended. Most people have some form of an estate plan. Very few have an organized estate. Trusty closes that gap.

What are Wishes, and why do they matter?

Wishes are the personal intentions, values, and reasoning behind the decisions in an estate — why a specific asset matters, what someone hopes happens to the family home, what they want their children to understand. Unlike a will, which says what happens, Wishes explain why. Trusty is the only platform that captures Wishes as part of the estate record, in the client's own words.

Who is Trusty for?

Trusty is for financial advisors and the families they serve. Advisors use Trusty to guide clients through organizing their estates and to deliver a physical Estate Binder as part of their client relationship. Families use the app to capture what matters — and to make sure the people they love will never be left guessing.

Is Trusty available across the United States & Canada?

Yes. Trusty is available across the United States and Canada through participating professionals including financial advisors, wealth managers, estate planning professionals and legal professionals.

Is Trusty a replacement for an estate lawyer or financial planner?

No. Trusty works alongside the professionals a family already relies on. Estate lawyers draft the documents. Financial planners manage the assets. Trusty organizes the full picture — assets, plans, people, and wishes — in one place that everyone can reference. It is the layer that connects the dots between the specialists, not a replacement for any of them.

How does the advisor introduce Trusty to a client?

The Advisor Toolkit includes outreach templates and conversation guides designed to make the introduction natural. Most advisors introduce Trusty as part of a broader conversation about the family's future — not as a software product, but as a way to make sure everything important is organized and the people they love will know what to do. Trusty provides the tools; the advisor provides the relationship.

What is the difference between the Trusty app and the Estate Binder?

The app is the guided experience clients use to capture their estate — assets, plans, people, and wishes, built over time at their own pace. The Estate Binder is the physical output of that process: a printed, personalized record organized from everything the client captured. The app is the process. The Binder is the proof of it.

Can clients update their Estate Binder over time?

Yes. The app is designed to be returned to as life changes — new assets, new family members, updated plans, revised wishes. When a client updates their information, you see it in real time. A refreshed Estate Binder can be produced at any point, keeping the record current and giving you a natural reason to reconnect.

What makes Trusty different from other estate planning tools?

Most estate planning tools help clients organize documents or generate legal instruments. Trusty is different because it captures Wishes — the intentions, values, and reasoning behind every decision a client has made. No other platform in the market offers a structured Wishes layer. Combined with a physical Estate Binder delivered through the advisor relationship, Trusty gives advisors something no document vault or planning tool can: a genuine connection to the family that survives the wealth transfer.

What is a Letter of Wishes, and should I have one?

A Letter of Wishes is a personal document that explains the reasoning behind the decisions in your will — why certain things go to certain people, what you hope happens next, what you want your family to understand. It is not legally binding, but it is often the most meaningful thing you can leave behind. Trusty's Wishes pillar is designed to help you capture exactly this, in your own words.

Who can see what I put in Trusty?

You control who sees your information. Your advisor has visibility into your estate picture as you build it. You can also choose to share specific information with family members, executors, or other trusted people. Nothing is shared without your knowledge.

What if my situation changes?

Trusty is designed to be updated as your life changes — new assets, new family members, updated wishes. Your Estate Binder can be refreshed to reflect your current situation. Your advisor will be notified when you make updates, which gives you both a natural reason to reconnect.

What should I include in my Estate Binder?

Your Estate Binder should bring together everything your family may need to understand—not just what you own, but the people, plans and wishes that matter most. Most people begin by adding their important contacts, documents, financial accounts and assets. From there, you can include insurance information, property details, important records, and the wishes and guidance only you can share.
Estate Binders are built over time. Every step you take creates greater clarity and gives the people you love one connected place to turn when they need it most.

Why do I need both the app and the Estate Binder?

The app makes it easy to keep everything up to date. The Estate Binder gives your family a printed record they can quickly find and use when it matters most. Together, they ensure your information is both current and accessible.

Do I need to have everything organized before I start?

No. The Trusty app is built to meet you where you are. Start with one thing — one account, one document, one wish. The app guides you through the rest at your own pace. Most people find it easier than they expected, and more valuable than they anticipated.

How does pricing work if I grow my book of business?

The Trusty Advisor plan is priced per advisor, not per client — so you can invite your entire book without worrying about per-seat costs. For firms deploying Trusty across multiple advisors, volume pricing is available through the firmwide plan.

Are printed Estate Binders included in the annual fee?

The annual fee covers the full Trusty platform — the app, Advisor Toolkit, and Advisor Insights Portal. Printed Estate Binders are produced on request, starting at $200 per family. Many advisors present the Binder as a client gift; others charge it through at cost.

What does onboarding look like?

Every Trusty Advisor plan includes priority onboarding support. We work with you to set up your practice, configure your Advisor Toolkit, and make sure you are ready to introduce Trusty to clients from day one. For firmwide rollouts, a dedicated account manager handles onboarding across your advisor base.

Does Trusty integrate with the tools I already use?

Firmwide plans include deeper integrations with existing systems. Solo advisor plans focus on the core Trusty experience — the app, portal, and toolkit — without requiring technical setup. If you have a specific integration in mind, that is worth discussing on a demo call.

Do my clients pay for Trusty?

No. The Trusty Advisor plan covers your entire client base. Clients access the app at no cost as part of their relationship with you. Printed Estate Binders are available starting at $200 per family, which most advisors either absorb as a client gift or pass through at cost.