Trusty
1 known investors
Trusty offers a guided process for financial advisors and professionals to help clients document their accounts, property, investments, key people, and personal wishes, compiling them into a personalized Estate Binder for their families. The platform serves both advisors seeking to deepen client relationships and families wanting an organized record of assets and estate plans.
Also known as Trusty 2.0
Investors · 1
Company profile
researched Aug 2026Trusty is a platform that helps financial advisors and other professionals guide clients through documenting their estate-related information, which is compiled into a personalized Estate Binder. The record brings together assets (investments, property, valuables and financial accounts), plans and documents (wills, powers of attorney, trusts and policies), and the people involved (advisors, family members, estate executors and other key contacts).
Alongside this factual record, the product includes a layer the company calls Wishes and intentions, intended to capture the reasoning behind estate decisions in the client's own words, assign meaningful items to specific recipients, provide guidance on final wishes and giving, and store photos, stories and memories. The company positions this as complementary to legal estate documents: legal instruments record what was decided, while the Estate Binder is meant to preserve why. The Estate Binder is produced as a professionally printed, personalized volume for each family, in addition to the digital record, and the company offers an app download.
Business model
Trusty sells to financial advisors and advisory practices, which introduce the product to their clients and use it as part of their client experience and planning process; the resulting Estate Binder is delivered to client families. The website lists a pricing page but does not state pricing terms.
Traction
The website features testimonials attributed to advisors including Shawn Lupin, Nicole Storkson, Chris Pansenmathers, Sam Krofchik, Cheryl Collins and Sarah Mitchell, describing use of the Estate Binder within their client planning processes.
Latest developments
The website markets the product as Trusty 2.0.
▸Full profile — market position, go-to-market, geography
Market position
The company frames its offering as an organization and context layer that sits alongside, rather than replaces, legal estate planning documents — capturing intent, narrative and memories in addition to asset and document inventories — and delivering the output as a tangible printed binder for the family.
Go-to-market
Direct sales to advisory practices via scheduled demos and a product demo video, with dedicated site sections for professionals and for families, plus an insights/content section and careers page.
Financial advisors, wealth advisors, wealth planners, managing partners of advisory firms and other financial professionals, and through them their clients and those clients' families.
Geography
The website references availability across the United States and Canada.
Compiled by commissioned research from 1 cited public sources — announcements, filings, and press listed under research sources below.
▸Research sources · 1
primary sources listed
- Trustymytrusty.ai · web
1 public sources were cited for this profile; the first-party ones are listed here.
Frequently asked questions
- What does Trusty do?
- Trusty builds a personalized Estate Binder that financial advisors give clients to record assets, plans, people and wishes.
- Who are Trusty's investors?
- Trusty's investors include Graphite Ventures.