Trusty | Frequently asked questions

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Frequently Asked Questions

Find answers to common questions about Trusty and how we can help you make your wishes clear for your estate.

General Questions

What is Trusty?

Trusty is a secure app built to help you organize, protect, and share your most valued possessions and estate wishes. It serves as your digital safe, where you can catalog luxury assets, store estate documents like Wills and Powers of Attorney, and clearly assign heirs. Today, Trusty is the trusted way to share your wishes. Over time, our vision is to simplify how wealth is understood, safeguarded, and passed on for generations.

How do I get access to Trusty?

You can download Trusty for free on the Apple and Google app stores. The standalone version gives you access to powerful tools to organize your assets, upload estate documents, assign heirs, and capture video wishes—all at no cost.

When you connect with an advisor, lawyer, or financial institution using Trusty, you unlock the full potential of the platform, including shared visibility, guided estate planning, and collaborative insights. In many cases, your advisor or firm sponsors this enhanced experience as part of their client offering.

How is Trusty free for families and individuals?

Trusty is free because your advisor, lawyer, or financial institution typically sponsors your access. We believe everyone should be able to organize their estate and assets without barriers, so there’s no cost for today’s core app experience—and that remains true for all current users.

Over time, we may introduce optional premium tools or services that you can choose to add, but the functionality you use today will continue to be free.

How do I get Trusty for my clients?

Advisors, lawyers, and firms can partner with Trusty to provide clients with complimentary access through branded invite codes. These codes connect clients directly to your firm inside the app, making it easy to guide them in organizing assets, uploading estate documents, and sharing their wishes.

To learn more or request invite codes for your clients, reach out to our partnerships team with the forms on our contact page.

Who do I contact for support?

Our support team is here to help! Reach out directly through the app or email support@mytrusty.ai

What are the minimum device requirements for Trusty?

Trusty requires iOS 13.0 or later for Apple devices and Android 8.0 (Oreo) or later for Android devices. Ensure your device meets these specifications for the best experience.

How do I reset my password?

You can reset your password by selecting 'Forgot Password' on the login screen. A reset link will be sent to your registered email address.

Features

What types of assets and plans can I track on Trusty?

Trusty supports over 20 categories of personal valuables, whether it’s something with significant monetary value or a priceless family heirloom. You can track items like art, watches, motor vehicles, jewelry, wine collections, and more.

Estate documents like Wills, insurance policies, and Powers of Attorney can also be uploaded, giving you and your loved ones a complete, organized view of your estate—all in one secure place.

How does the AI asset capture feature work for personal assets?

Simply take a photo of your luxury item, and Trusty's AI known as Max in the app will identify, categorize, and organize it within the app, minimizing manual entry. The process is seamless and precise.

Can I track asset valuations?

Yes. Trusty allows you to monitor the value of your assets over time and keep appraisals up to date, ensuring an accurate understanding of your valuables.

How does Trusty simplify document management?

Trusty uses AI-powered tools to create smart summaries of your most important estate documents, such as Wills, life insurance policies, and powers of attorney. The platform also offers a conversational Q&A feature to clarify their details, making complex documents easy to understand.

To make the process even more seamless, the app sends a secure email to your inbox for easy upload. Simply reply to that email with the documents attached, and Trusty will automatically store them securely, summarize their contents, and provide actionable insights. Everything is integrated back into your digital safe for easy access and clear wishes.

Estate Planning

Can I assign heirs to my assets?

Absolutely. Trusty enables you to assign heirs to specific assets directly within the app. You can also add notes or record a video with detailed instructions for each heir.

How does Trusty integrate with my Will?

Your digital records in Trusty can complement your legal Will by serving as an addendum. We’ll provide the necessary documentation for your lawyer to incorporate Trusty into your estate plan, making it the ultimate source for where your wishes are stored. While legal recognition may vary by location, using Trusty ensures your intentions are clearly documented, reducing the risk of misinterpretation.

What is Legacy Access?

There may be people you prefer to have access to only once you pass. Legacy Access lets you securely designate a contact to only gain access to your vault of documents, wishes, and media in the event of a specified trigger—such as your passing or incapacitation. You control exactly when and how they gain access by setting up your trigger conditions and notification preferences in advance.

How do my heirs learn about my wishes?

When your Legacy Access trigger occurs, we’ll share a bundle of your information with the contact. Additionally, we will notify your designated Heirs about Trusty via email. Everything is organized into clear, step-by-step sections so your heirs know exactly what you intended and what actions to take first. Our interactive heir portal is coming soon.

Can I add my estate team?

Yes! Trusty lets you invite professionals (attorneys, financial advisors, executors, etc.) as part of your contacts. Simply go to the Contacts section of your dashboard, enter their email addresses, and assign each person a role (contact, editor, or legacy access, with viewer coming soon).

Why do I need Trusty if I already have a Will?

Because your Will doesn’t capture personal wishes, smaller assets, or context that gives your family clarity and helps prevent disputes. Trusty is the secure, modern way to make sure nothing is missed.

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