Trusty | Partner with us

Empower your clients.

The trusted way to bring clarity to wealth & legacy.

Trusty helps your clients organize what they own, clarify inheritance, and ensure the right people have access when it matters most. Partnering gives your clients peace of mind—and your team a clearer view of the full estate.

Who’s partnering with Trusty?

Estates

Family Offices, Estate & Trust Advisors & Services

Trusty simplifies the complexities of estate planning by allowing your clients to assign heirs, track asset values, and ensure their wealth is properly managed. Ensure estate transfers are organized and carried out exactly as intended.

Wealth

Wealth Advisors & HNW Banks

Give your clients a seamless way to track and protect their high-end investments. Trusty helps wealth managers offer a premium digital experience that strengthens client relationships.

Insurance

Insurance Brokers & Underwriters

Become an insurance partner with Trusty and help users so that users can secure their assets from within their app through your services.

Appraisal

Appraisal & Auction Services

Partnering with Trusty gives appraisers direct access to high-net-worth clients who value seamless digital appraisals, strengthening their role in asset protection and legacy planning.

Brands

Luxury Brands & Premium Retailers

Partner with Trusty to feature your products in a way that encourages clients to capture and manage their luxury purchases digitally. Highlight your brand in a trusted platform where high-value items are showcased and protected.

A better client experience

Go beyond bank balances to true treasures

Trusty gives your clients a simple, secure way to manage the things that matter—from valuables to estate documents—all in one place. It’s a natural extension of the services you already provide.

Trusty app showing filter categories for insurance, heirs, and archived assets

Strengthen relationships with better planning

Trusty surfaces assets that often go untracked—like art, jewelry, collectibles, and sentimental heirlooms—bringing more context to every plan, policy, or conversation. By helping clients bring clarity to their estate, you become part of a process that’s deeply personal.

Professional advisor supporting couple and inviting them to Loaded's digital safe

Trusty increases customer retention

Bridge to the next generation

Help clients plan beyond their lifetime. Trusty equips your team to uncover hidden assets and support seamless generational transfer—strengthening relationships across the entire family tree.

Integrate seamlessly

Enhance your client experience without disrupting your current process. Provide them with a modern intuitive app to manage personal assets and estate documents.