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.
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.
01
Activate your plan
Get started with Trusty and we’ll guide you through a simple, supported onboarding process.
02
Invite your clients
Invite clients into a guided experience that helps them organize what matters most, while keeping you connected along the way.
03
Build their legacy
Clients build a clear, lasting record of their assets, plans, people, and wishes at their own pace.
04
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.
Frequently asked questions
Do my clients pay for Trusty?
How does pricing work if I grow my book of business?
Are printed Estate Binders included in the annual fee?
What does onboarding look like?
Does Trusty integrate with the tools I already use?
Connect the family. Own the legacy.
Because the most important part of a legacy isn't what gets passed on. It's knowing what it meant.
