Knowledge, power and tools to privately provide for and protect yourself and your family with a Trust-based, enlightened estate plan with originals indexed in a beautiful, archive-quality book, digital copies on a thumb drive and in a customized, secure portal with real-time updates and TRUSTworthy advisors at your fingertips
YOUR LIFE.
IN TRUST.
YOUR TRUSTWORTHY LIFE
The TRUSTworthy Company was founded to help individuals and families privately organize their affairs, in style, to protect their assets, heirlooms and investments, and provide for their loved ones for generations.
ENLIGHTEN
STEP ONE
Engage in our Enlightened Estate Planning Process by participating in our Family Planning Sessions and filling out your family members, goals and assets in our Estate Plan Design Summary to provide the information that will form the basis of your Trustworthy plan.
EXECUTE & DIGITIZE
STEP TWO
Once your plan is complete you will sign it with a notary and witnesses in proper legal form to digitize on your TRUSTworthy thumb drive & uploaded on your secure portal, while originals will be placed in your archival book to safely keep it accessible in your home.
ALIGNMENT
STEP THREE
Fund your Trust with your assets following our instructions and checklists. Once aligned, watch your wealth grow, update when circumstances and laws change, and enlist your TRUSTworthy Agents to step in when help is needed.
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CREATE
Create an enlightened estate plan for you and your family
ALIGNMENT
An estate plan is most efficient and economical when aligned with your life
PLAN SESSIONS
Step-by-step video and instructions to create and maintain an your estate plan
UPDATES
Keep your estate plan up-to-date with emergency and annual reviews
SECURE PORTAL
Store your estate plan in a bank grade encrypted & HIPAA Compliant secure portal
COLLABORATE
Share some or all of your estate plan, finances, key documents and instructions with your trusted family, friends and advisors
EPITOME OF ORGANIZATION
& PROTECTION
Enlightened Estate Plan
Encrypted & Secure Portal
Real-Time Asset Analysis
Customizable Sharing Capability
