Trusty Just Raised $1M to Help Families Pass Down What Matters Most

An Exciting Milestone for Better Family Clarity

I’m incredibly excited to share a major milestone: Trusty has raised $1 million in pre-seed funding, co-led by Relay Ventures and Graphite Ventures, with participation from Mistral Venture Partners and some amazing angel investors.

This funding gives us the fuel to move faster—enhancing our AI tools, deepening advisor partnerships, and helping more families track, protect, and pass down what matters most.

Why We Built Trusty

Like a lot of people, I didn’t think much about estate planning until it became personal. After my grandmother passed away at 104, I saw how even well-organized families with wills can struggle with the emotional and logistical weight of managing an estate. My own drawers were overflowing with appraisals, receipts, and documents I hadn’t touched in years—many of which my family wouldn’t even know existed.

That’s when it hit me: Wills aren’t the whole story. And handwritten “Letters of Wishes” aren’t enough.

So, I set out to build something better: a tool that could bridge the gap between legal documents and real-life clarity. A place to organize your assets, share personal messages, and make sure nothing gets lost in translation. A platform that’s clear, collaborative, and built for real families.

That’s what became Trusty (as early followers know I briefly launched with project name Loaded).

A Better Way to Transfer Wealth

Over $84 trillion is expected to change hands in the coming decades during what many are calling The Great Wealth Transfer. But too often, what’s actually being passed down is confusion, conflict, and clutter.

At Trusty, we’re building an estate platform that brings together:

• AI-powered asset detection to simplify cataloging valuables
• A conversational assistant (we call him Max) to help families understand legal docs
• Personal video messages and notes to give heirs real context and clarity
• Storage of your will and other key estate documents for reference and better comprehension
• Ability to invite trusted family and advisors to ensure your wishes are clear including and beyond your will

Because this isn’t just about paperwork. It’s about legacy.

Why Investors Have Backed Us

“I’ve been an executor myself, and I’ve seen the toll it takes when families are left without clarity,” said Aaron Bast, Managing Director at Graphite Ventures. “The legal documents are there, but the context is often missing—what’s valuable, who it’s for, where to find it. That’s where Trusty comes in.”

“We love backing category-defining technologies and leaders, and Randy is doing just that in estate tech with Trusty,” added Alex Baker, Managing Partner at Relay Ventures. “Randy’s blend of vision, founder experience, and product intuition makes this an easy bet.”

Where We’re Going

While Trusty started as a consumer-first app (and still is), we’re building to support the broader estate ecosystem. Our goal is to complement, not replace, the professionals already helping families with their planning.

We’re excited to be working on early commercial distribution partnerships. One of the first is Purpose Unlimited, founded by Som Seif, which is exploring distribution of Trusty in alignment with its vision of “shaping the future of finance by equipping financial advisors with transformative solutions.”

We’re also deepening partnerships with banks, insurance providers, and estate planners so that Trusty becomes a go-to tool in everyday advisory workflows.

Want to Get Invovled?

Whether you’re looking to better organize your own estate, or you help others do the same, Trusty is here to make things easier, clearer, and more human.

👉 You can download the app today on Apple’s App Store or Google Play, or visit www.mytrusty.ai to learn more.

Thanks to everyone who’s supported us so far. We’re just getting started.

— Randy