The Family Operating System®

We're a single partner portal to streamline operations and stay in sync with your clients to help member families organize, protect and optimize their most important information.
Trustworthy is the Family Operating System®, an online service that helps modern families and their advisors organize, protect and optimize their important information — IDs, Money, Property, Passwords, Insurance, Taxes, Legal, Emergency Instructions, Contacts, and more.

Features & Benefits

Everything in the right place.

Trustworthy is the only platform that provides a centralized view of important family information. Say goodbye to disorganization and hello to knowing exactly where everything is. Available on desktop and mobile clients, wherever you are.

Every asset, beautifully organized.

Trustworthy automatically arranges your information into a beautifully organized state. No files, folders, naming, tagging, classification or thinking required. Trustworthy has done all the work to save you time and energy.

Everyone working together.

Trustworthy is a collaborative platform that let's everyone play their part and have access to the right information at the right time. Partners, spouses, loved ones, trustees, guardians, nannies, baby sitters and on to trusted professionals like Wealth Advisors, Estate Planning Attorneys, Accountants, Insurance Brokers and more.

Advanced security for every family.

Trustworthy steps up family information security. Every member requires a robust passwor and 2-factor authentication from the start. Member information is always protected by AES 256-bit encryption and Trustworthy is SOC3, SOC2, HIPAA, and GDPR certified. We adhere to the highest global security standards to provide privacy ans security at all times.

Expert help, whenever and wherever you need it.

Get the help you need to get organized—from an expert. Your Trustworthy Certified Expert™ can help you manage your digital life, do document research and help you convert paper documents to digital. They can even set up your Family Operating System® with you if you're time starved and want a turnkey service.