Built for today’s wealth holders and tomorrow’s inheritors, Trusty works alongside traditional estate plans, including your will, to provide emotional context, clarity, and coordination across generations.

Problem

Even the most organized families leave behind questions. Wills are stored in one folder, appraisals in another, and the stories and intentions behind them are often lost. Advisors can’t see the full picture, heirs are unprepared, and wealth — along with meaning — slips through the cracks.

Solution

Trusty organizes every asset, record, and wish into one clear, secure platform that connects families and advisors. It brings visibility to the full picture of wealth, closes protection gaps, and ensures that every intention is documented and shared with the right people at the right time — turning scattered details into lasting clarity and peace of mind.

Features include:

• Digital Estate Binder that connects families and advisors

• Letter of Wishes builder to capture meaning beyond the will

• Secure upload and organization of documents, appraisals, and assets

• Private sharing and heir assignment with complete control

• AI insights to spot missing records and protection gaps

• Encrypted, privacy-first infrastructure trusted by both sides

Traction

• Early partnerships with advisors and wealth firms are validating demand for a connected estate platform. Advisors using Trusty report reduced manual reviews, stronger heir relationships, and measurable protection, including probate fee savings from properly structured estates.

Business model

• Free Consumer App with Advisor Paid Access for data and insights