Clarity for families.
Continuity for your practice.

Give every client a legacy planning experience they’ll remember. Trusty helps you strengthen relationships, understand clients more completely, and deliver a personalized Estate Binder families will rely on for years to come.

See Pricing Details

Watch Product Demo

Choose the Trusty plan that fits your practice.

Every practice is different, so we collaborate around how your team works: by advisor, or by the families you invite.

Trusty Advisor

Advisor Teams

For advisor teams giving every client family a better legacy planning experience.

Per advisor

One annual fee for each advisor on your team. Invite as many client families as you like.

Annual plans with a minimum commitment.

Trusty Advisor plan includes:

Invite the families you serve to the Trusty app.

Shared visibility into assets, plans, people, and wishes.

Visibility into each client’s Estate Binder and progress.

Advisor Dashboard.

Priority support and onboarding for your practice.

Advisor Toolkit for client outreach and onboarding.

Printed Estate Binders available for every family.

Request pricing

Firmwide Rollout

Firm Plan

Deploy Trusty at scale with deeper integrations.

Per advisor or family invited

Flexible pricing built around your firm, by advisor or by the families you invite.

Annual plans with a minimum commitment.

Everything in Trusty Advisor, plus:

Flexible pricing that scales across your advisor base.

Multi-advisor support across the firm.

Dedicated account manager.

Custom onboarding and training program.

More co-branding options for the app and Estate Binders.

Volume discounts on printed Estate Binders.

Deeper integrations with existing systems.

Firm-wide reporting and analytics.

Request pricing

WHAT BECOMES POSSIBLE WITH TRUSTY

More for clients. More for your practice.

Stronger client retention

When spouses, family members, heirs, and the next generation are part of the conversation, you are harder to replace.

Beyond managed assets

Structured asset and plan capture reveals the bigger household picture behind every client, not just the portfolio you manage.

A differentiated offering

The Estate Binder gives clients something to hold, share with their family, and remember you for — year after year.

HOW IT WORKS

The Trusty 4-step onboarding process.

Activate your plan

Get started with Trusty and we’ll guide you through a simple, supported onboarding process.

The Trusty advisor team setup screen on a desktop, listing the details needed to configure branded advisor access and single sign-on

Invite your clients

Invite clients into a guided experience that helps them organize what matters most, while keeping you connected along the way.

The Trusty invite-a-client screen on a desktop, with a pre-written invitation email to a client household

Build their legacy

Clients build a clear, lasting record of their assets, plans, people, and wishes at their own pace.

The Trusty mobile app showing the Add to Your Estate Binder menu with Assets, Plans, Contacts and Letter of Wishes, above a 22% readiness score

Deliver lasting value

Present a professionally printed Estate Binder clients can keep, share, and rely on. It reflects your guidance and gives you a natural reason to stay connected over time.

Clarity for families.
Continuity for your practice.

Choose the Trusty plan that fits your practice.