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Specialized Planning

Trustworthy

Organize, protect, and optimize your family's legacy.

"Trustworthy is a secure, centralized platform designed to help families and their advisors organize, protect, and optimize their important information. It provides a digital vault for essential documents, passwords, and financial accounts, enabling efficient collaboration and streamlined legacy planning for high-net-worth individuals and their families."

Launch Product Page
Consensus Grade
B
82/100 Confidence
Institutional Verified
Market Position
Ranked #140 in Specialized Planning
Validated Adoption
68 Firms Tracked
Coverage Status
enriched Documentation
Data Freshness
Updated Feb 2026

Strategic Capability Analysis

Secure digital vault for sensitive documents
Centralized family information management
Estate planning document organization
Easy collaboration with advisors
Automated reminders for key tasks

Primary Use Cases

Onboarding new clients with comprehensive estate planning needs
Ongoing management of client legacy plans
Facilitating communication between clients and their legal/financial team

Agentic Intelligence Briefing

"Trustworthy provides a secure digital vault for families and their advisors to organize, protect, and optimize important documents and information, simplifying estate planning and financial management."

Real-time Forensic Synthesis

Competitive Strengths

Centralized secure storage for important family documents
Workflow automation for legacy planning tasks
Collaboration features for advisors and clients
Simplifies the organization and accessibility of essential information

Adoption Hazards

May be overkill for clients with very simple estates
Adoption requires client buy-in for uploading and maintaining documents
Pricing information not readily available

Stack Compatibility Profile

How Trustworthy integrates into institutional RIA stacks.

68 Firms Analyzed
Riskalyze Online
99%
Stack Correlation
Nitrogen Wealth
96%
Stack Correlation
Elements Financial Planning
79%
Stack Correlation
ROL
66%
Stack Correlation
NDEX
65%
Stack Correlation
Advisor Websites (Responsive)
62%
Stack Correlation

Product Dossier

Target Market
RIA
Target Audience
RIAs serving high-net-worth families
Firm Size Fit
1-PersonSmallMid-SizeEnterprise
Pricing Model
Enterprise Quote
Profile Completeness
100%

Consider Also

1eMoney Advisor (for document vault features)
2Everplans
3box.com/dropbox.com (less specialized)

Value Proposition

"Trustworthy streamlines legacy planning by providing a secure and organized platform for managing crucial family documents, enabling RIAs to offer a more comprehensive and valuable service to their clients."

Audit Your RIA Stack

See how Trustworthy fits into your overall tech efficiency score.

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Accurate business valuation for informed financial planning.

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Carefull

Protecting client finances and family peace of mind.

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CFS

Expert education planning solutions for financial advisors.

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Covet

Empowering RIAs to deliver exceptional legacy planning.

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