See the complete picture of every client's legacy through their assets, plans, people, and wishes.
Deliver something they'll remember.
Give every client a personalized Estate Binder they'll keep, share, and rely on for years to come.
Build relationships that last.
Stay connected as families grow, priorities change, and wealth passes from one generation to the next.
THE TRUSTY DIFFERENCE
A will isn't the whole story. Meet the Estate Binder.
Trusty preserves what legal documents can't: the conversations, context, and intentions that give every family's legacy meaning. The result is one trusted record families can build, share, and rely on for generations.
A LIVING RECORD
The Estate Binder grows with every conversation, every milestone and every generation.
With your guidance, the Estate Binder is built over time through the Trusty App, creating one secure, trusted record families can keep, share, and rely on for generations.
Wishes & intentions
Wishes give every estate plan meaning. They preserve the context, intent, and conversations that help families understand not just what was decided, but why.
Assign assets to loved ones
Meaningful items, promised to the right people.
Clarify intent on plans
The why behind your decisions, in your own words.
Guidance on what matters
Final wishes, giving, and words for your family.
Share memories
Photos, stories, and moments worth passing on.
Assets
Includes everything of value.
Investments
Property
Valuables
Financial Accounts
Plans
Every important document.
Will
Power of Attorney
Trusts
Policies
People
Everyone who matters.
Advisors
Key people
Estate Executors
Family Members
the advisor experience
Tools to deliver remarkable value.
01 — Introduce
Advisor Toolkit
Welcome clients to Trusty with customizable outreach messages, onboarding materials, and conversation guides.
02 — BUILD
Trusty App
Guide clients as they build their Estate Binder over time through prompts that capture the decisions, details, and context that matter most.
03 — Deliver
Estate Binder
Deliver a personalized, professionally printed Estate Binder that brings everything together in one trusted family record.
04 — InsightS
Advisor Dashboard
Track every client's progress and gain insight into what’s complete, where follow-up will add value, and when it's time to reconnect.
DESIGNED TO WORK TOGETHER
The missing layer in your advisory experience.
Your practice today
With Trusty
Advice
Guidance that lasts
Planning
One trusted record.
Documents
Family context
Reviews
Meaningful conversations
Relationships
Connect generations
Client records
A living Estate Binder
BUILT FOR PROFESSIONALS
One trusted record for every professional.
Trusty creates a shared foundation for every professional involved in an estate, making collaboration seamless before, during, and after life's biggest transitions.
