Trusty helps you create a digital Letter of Wishes, so the things you love end up with the people you love.

Trusty for me

Make life easier for loved ones and the next generation with clear guidance ahead of time.

Trusty for my parents

Help your family protect what matters most and ensure nothing gets missed with shared plans.

Trusty for my clients

A modern way to support their legacy increasing customer connection & retention.

Create a digital Letter of Wishes to remove uncertainty.

Avoid confusion and family disputes—say exactly what you want, how you want. Add beautiful video wishes or simple notes to remove the unknown.

Effortlessly add, organize  and assign all your assets.

It’s as simple as taking a photo. Our AI will enhance the photo and find the details. Simple wizards make it easy for any generation to use.

Leave personalized video messages for your heirs.

Assign your valuables to heirs and leave them a personal message of why it’s special. The story and why is often more meaningful than the assets.

Easily add your estate plans so your family is prepared.

We don't create Wills, but we store and explain them. Add your estate documents and plans in Trusty so they’re instantly available to your collaborators with easy to understand summaries.

Understand your estate with the assistance of Max AI.

Ask Max to simplify complexity, and get guidance on how to prepare your estate. Max is bright, but you can also share these inquiries with your advisors for assurance or next steps.

Trust your data is safe with our bank-grade security.

Built with bank-grade security, your personal data is protected and never used for AI model training.

Step 1

Snap a photo

Add a photo—Max AI detects and tags the asset details.

Step 2

Store every detail

Track everything—value, location, receipts, and more.

Step 3

Assign heirs to assets

Record a video message to share with your heir.

Step 4

Add estate plans

Add documents from your Will to POA and get summaries.

Step 5

Ask Max AI

Ask Max about your estate to get answers in seconds, not days.

Step 6

Invite trusted people

From family to advisors invite people to contribute to or view your wishes.

Step 7

Showcase your treasures

Admire what you own and share discreetly from your phone.

Flip through how people are finding value for their family or clients.

We built our wealth with intention. Trusty helps us pass it on with the same clarity. It’s a gift to our kids—not just assets, but peace of mind.

Jason

Retired CFO

I’ve been an executor four times. The financial stuff is usually clear but personal assets is where families stumble and fall apart. Trusty brings structure to the messiest part.

Bradley

Repeat Executor

It was surprisingly easy—for us and for our parents. Now we all feel better knowing everything’s in one safe place, and everyone’s in the loop.

Emily

Family using Trusty

I’ve seen too many families scramble for documents. With Trusty, everything an executor needs is right there—organized, secure, and easy to understand.

Elizabeth

Estate Lawyer

Trusty has quickly become a go-to tool for helping my clients get organized and stay ahead. It’s given them—and me—more confidence heading into estate conversations.

Anna

Senior Wealth Advisor