Empower your clients.

The trusted way to bring clarity to wealth & legacy.

Trusty helps your clients organize what they own, clarify inheritance, and ensure the right people have access when it matters most. Partnering gives your clients peace of mind—and your team a clearer view of the full estate.

A better client experience

Go beyond bank balances to true treasures

Trusty gives your clients a simple, secure way to manage the things that matter—from valuables to estate documents—all in one place. It’s a natural extension of the services you already provide.

Trusty app showing filter categories for insurance, heirs, and archived assets

Strengthen relationships with better planning

Trusty surfaces assets that often go untracked—like art, jewelry, collectibles, and sentimental heirlooms—bringing more context to every plan, policy, or conversation. By helping clients bring clarity to their estate, you become part of a process that’s deeply personal.

Professional advisor supporting couple and inviting them to Loaded's digital safe

Trusty increases customer retention

Bridge to the next generation

Help clients plan beyond their lifetime. Trusty equips your team to uncover hidden assets and support seamless generational transfer—strengthening relationships across the entire family tree.

Integrate seamlessly

Enhance your client experience without disrupting your current process. Provide them with a modern intuitive app to manage personal assets and estate documents.

Gain client insights

Expand your client understanding with new data. Provide your team with powerful insights to personalize communications and servicing.

Partner with Trusty

Connect with our partnership team to learn how Trusty can enhance your services and bring peace of mind to those you serve.

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