Easily curate, manage, and share financial, medical, and legal documents with Trustworthy.
Adulting is pretty complicated. In addition to the day-to-day grind—going to work, taking care of your kids, cooking dinner, mowing the lawn—you also have to take care of a lot of big picture stuff. There are mortgages to refinance, insurance policies to update, retirement portfolios to manage, important documents to store. And all of it has to be kept in order and up to date so that, when you need a piece of information, be it in case of an emergency or for some other reason, it’s right there at your fingertips. Luckily, there’s an innovative online service called Trustworthy that can make managing your family’s important information a whole lot easier.
Technology has fundamentally changed the way we manage our lives. In many ways it makes it easier to keep everything organized. Today you can access just about everything electronically from anywhere in the world. That certainly makes it easier to keep track of things like bank accounts, mortgages, car payments, and health insurance. At the same time, technology can also make things more complicated because everything is so decentralized. We all have dozens of important accounts, with dozens of account numbers, policy numbers, login IDs, and passwords. And each one has a dedicated web portal, platform, or app through which they are accessed. In the old days, it may have been a pain to work with nothing but physical documents, but at least you could store everything together in a single ledger, desk drawer, or filing cabinet.
With Trustworthy, you can condense your sprawling digitized life into one place again.
Trustworthy bills itself as “The Family Operating System.” And that really is a perfect analogy. Trustworthy is a digital hub that brings all of your family’s important information together in one place, where it can be easily accessed and managed.
When we say Trustworthy organizes all of your family’s important information, we do mean all of it. Trustworthy safely and securely stores identity documents like passports, drivers licenses, social security cards, and birth certificates, so you always have easy access to them. It stores financial information like mortgage numbers, bank accounts, tax documents, loans, 401Ks, and investment portfolios. It stores deeds and records of major property such as homes, cars, and jewelry. It stores insurance policies, including health, life, auto, and homeowners. It stores important estate documents such as wills, powers of attorney, medical directives, and family trusts. Trustworthy even stores all your family’s passwords. And it’s all protected by institutional-grade 256-bit encryption.
With Trustworthy, whether you’re using a computer or the mobile app, all of your information is sorted by category on its intuitive and beautifully organized dashboard. You’ll never again forget that your passport is expiring, or that your auto insurance is up for renewal, because automated reminders and guided workflows help you make sure all your information is complete and up to date. And you can easily invite family members, spouses, and trusted professionals such as accountants and financial advisors to view specific sections of your account or become full-blown Trustworthy collaborators.
Need to take action on something but not sure where to start? Just use the Trustworthy concierge service. Whether you need to set up a power of attorney, replace a lost birth certificate, or insure a family heirloom that’s just come into your possession, simply ask your question and a real live human being will guide you through the steps.
If you think your life could stand to be a little more organized, Trustworthy is probably a pretty good place to start. And the best part is they offer free trials, so you can take the Trustworthy platform for a spin before you commit. Click here to get started today.