Trustworthy Setup Support
Trustworthy Setup Support
Embedded Files
As a Certified Trustworthy Expert, I help individuals and families set up Trustworthy so important documents, accounts, passwords, policies, contacts, and instructions are easier to store, access, and share with the right people.
As a Certified Trustworthy Expert, I help individuals and families set up Trustworthy so important documents, accounts, passwords, policies, contacts, and instructions are easier to store, access, and share with the right people.
Get your family’s important information organized, secure, and easier to access when it matters most.
Get your family’s important information organized, secure, and easier to access when it matters most.
What Is Trustworthy?
What Is Trustworthy?
Trustworthy is a secure digital Family Operating System® designed to help families organize and protect important information in one place. It can help store things like IDs, medical records, money, property, passwords, insurance, taxes, legal documents, business records, contacts, and more.
Why Getting Organized Matters
Why Getting Organized Matters
Your Family Shouldn’t Have to Search for Everything in a Crisis
Your Family Shouldn’t Have to Search for Everything in a Crisis
Most families have important information scattered across filing cabinets, phones, emails, binders, online accounts, and memory.
Most families have important information scattered across filing cabinets, phones, emails, binders, online accounts, and memory.
That may work for everyday life — until someone else needs to step in.
That may work for everyday life — until someone else needs to step in.
Trustworthy helps create one organized place for the information your spouse, children, executor, power of attorney, trustee, or trusted “designated person” may need someday.
Trustworthy helps create one organized place for the information your spouse, children, executor, power of attorney, trustee, or trusted “designated person” may need someday.
This is not just about being organized.
This is not just about being organized.
It is about making things easier for the people you love.
It is about making things easier for the people you love.
How I Help
How I Help
You can sign up for Trustworthy on your own, but many people get stuck because they do not know what to upload first, how to organize it, or what their family may actually need later.
You can sign up for Trustworthy on your own, but many people get stuck because they do not know what to upload first, how to organize it, or what their family may actually need later.
During Trustworthy setup support, I can help you:
During Trustworthy setup support, I can help you:
Decide what information should go into your account
Gather and sort important documents
Upload and organize records
Identify missing information
Add important contacts and instructions
Think through who may need access
Create a system your family can understand
Build a simple plan to keep it updated
Who This Is For
Who This Is For
This Is a Good Fit If You Are…
This Is a Good Fit If You Are…
Getting Your Own Affairs Organized
Getting Your Own Affairs Organized
You want your important information in one place before your family needs it.
Helping Aging Parents
Helping Aging Parents
You need a better way to organize documents, contacts, accounts, and instructions.
Preparing Your Adult Children or Trusted Person
Preparing Your Adult Children or Trusted Person
You want the right person to know where things are if something happens.
Managing a Major Life Transition
Managing a Major Life Transition
You are dealing with loss, caregiving, estate responsibilities, retirement, divorce, remarriage, or a move.
Access & Sharing
Access & Sharing
Share the Right Information With the Right People
Share the Right Information With the Right People
One of the biggest benefits of Trustworthy is the ability to share information with trusted people. Trustworthy describes this as a way for modern families to collaborate now and across generations.
One of the biggest benefits of Trustworthy is the ability to share information with trusted people. Trustworthy describes this as a way for modern families to collaborate now and across generations.
This may include your spouse, adult children, executor, trustee, power of attorney, or another trusted helper.
This may include your spouse, adult children, executor, trustee, power of attorney, or another trusted helper.
You stay in control of your information — but your family is not left guessing where everything is.
You stay in control of your information — but your family is not left guessing where everything is.
Security
Security
Built for Sensitive Family Information
Built for Sensitive Family Information
Because Trustworthy is designed for important personal and family information, security matters. Trustworthy uses security features such as multi-factor authentication, encryption, biometric authentication, on-screen redaction, and compliance standards to help protect member information.
Because Trustworthy is designed for important personal and family information, security matters. Trustworthy uses security features such as multi-factor authentication, encryption, biometric authentication, on-screen redaction, and compliance standards to help protect member information.
You remain in control of your account, your documents, and who has access.
You remain in control of your account, your documents, and who has access.
Helpful Trustworthy Resources
Helpful Trustworthy Resources
Want to learn more before getting started? These resources can help you understand how Trustworthy works and what you may want to gather before your setup session.
Want to learn more before getting started? These resources can help you understand how Trustworthy works and what you may want to gather before your setup session.
Why Work With a Certified Trustworthy Expert?
Why Work With a Certified Trustworthy Expert?
Trustworthy is a helpful tool, but the real value comes from using it well.
Trustworthy is a helpful tool, but the real value comes from using it well.
My role is to help you think through what your family may actually need, what information should be organized first, and how to set up a system that makes sense for your real life.
My role is to help you think through what your family may actually need, what information should be organized first, and how to set up a system that makes sense for your real life.
This is especially helpful if you are preparing for aging parents, organizing after a loss, helping adult children know where things are, or simply trying to reduce the burden on your family later.
This is especially helpful if you are preparing for aging parents, organizing after a loss, helping adult children know where things are, or simply trying to reduce the burden on your family later.
Pricing
Pricing
Ready to Get Organized?
Ready to Get Organized?
You do not have to organize everything alone.
You do not have to organize everything alone.
If you want help setting up Trustworthy in a way that actually supports your family, I can walk through it with you step by step.
If you want help setting up Trustworthy in a way that actually supports your family, I can walk through it with you step by step.
Your Trustworthy subscription is separate. Trustworthy offers different plan options, including a free account to help people get started. Please review Trustworthy’s current pricing page directly for the most up-to-date plan details and any available discounts.
Your Trustworthy subscription is separate. Trustworthy offers different plan options, including a free account to help people get started. Please review Trustworthy’s current pricing page directly for the most up-to-date plan details and any available discounts.
Trustworthy Setup Support
Trustworthy Setup Support
$125 per hour
$125 per hour
Disclaimer
Disclaimer
Trustworthy setup support is an administrative and organizational service. I do not provide legal, tax, investment, or financial planning advice through this service.
If questions come up that require professional guidance, I may recommend that you speak with your attorney, CPA, financial advisor, insurance professional, or another qualified provider.
Page updated
Google Sites
Report abuse