Trusty provides a secure, cloud‑based platform that consolidates all estate‑related information—accounts, properties, investments, valuables, personal wishes, and key documents—into a single organized view for families and their advisors.
Funding
$730.3K raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
1OGVRVFounders
Product
Problem
Many families and their advisors lack a centralized, secure way to store and organize all estate-related information—financial accounts, property details, valuable items, personal wishes, and key documents—resulting in missing or hard‑to‑find data during critical moments.
Solution
Trusty offers a cloud‑based platform that aggregates all estate assets, documents, and personal instructions into a single, organized view. Users can map relationships among family members, advisors, executors, and heirs, ensuring everyone involved understands roles and responsibilities. The platform guides users through creating a comprehensive “Estate Binder” that captures both financial details and personal wishes. All data is encrypted and accessible to authorized parties, providing clarity and reducing risk during estate transitions. Advisors can use the tool to facilitate deeper conversations, streamline documentation, and maintain ongoing alignment with clients’ legacy goals.
Target Audience
Primary users are high‑net‑worth families seeking to preserve and transmit their wealth, and professional advisors such as wealth managers, estate attorneys, and financial planners who facilitate estate planning and execution.
Features
- Secure, encrypted cloud storage for accounts, properties, investments, valuables, and legal documents
- Relationship mapping visualizer linking family members, advisors, executors, and heirs in a single view
- Guided workflow to compile a complete Estate Binder, including personal wishes and family values
- Centralized document repository with version control and permission settings for selective access
- Integrated checklist and task manager to ensure critical steps are completed before and after events
- Dashboard for advisors to review client estates holistically and identify gaps or risks