A Family Financial Document Organizer that is Reliable
As our digital and financial lives get more complicated, Trustworthy is an attractive and easy-to-use technology solution. Keeping track of your finances and online activities can be a hassle. The agony can be magnified when you wish to share your digital life with a spouse or a trusted advisor.
However, the price is prohibitive. This article investigates cheaper options for individuals who don’t like the app’s exorbitant pricing.
That’s why there’s an app and a website called Trustworthy. Customers can use it to manage their finances and collaborate with others while keeping their personal information private and secure.
What Is Trustworthy?
Trustworthy is an online tool that allows you to upload and manage crucial information about your family – everything from insurance to medical records to home information.
Trustworthy consolidates and organizes all of the critical information about your family in a single location.
Users can upload estate planning documents, Social Security cards, birth certificates, insurance documents, and other crucial financial information to the site.
They can also access their insurance and bank accounts immediately through the website.
When a user seeks information (such as the location of a will-writing service), Trustworthy provides updates to ensure that the request is fulfilled.
In addition, the platform offers encryption and multi-factor authentication and a variety of sharing configurations.
New users to Trustworthy will benefit from guided workflows and concierge services (tailored assistance) to guarantee that they do not miss out on uploading vital information.
It also features some excellent artificial intelligence (AI) to keep customers on top of their financial affairs. It encourages customers to verify their financial information yearly, double-check beneficiaries, and pay their insurance premiums on time.
How to Use Trustworthy?
A yearly subscription provides unlimited access to an online service that assists modern families in protecting and optimizing their essential information — identification documents, money and property; passwords; insurance; taxes; legal; emergency instructions; and the Family Archive, among other things.
Once you’ve completed the process of uploading everything that applies to you, you’ll find yourself beautifully organized and perfectly prepared for all of life’s moments, both now and in the future.
Trustworthy is also designed for a certain purpose. Your passports and drivers’ licenses will be renewed on time, and you will receive notifications at regular intervals to let you know if any information has changed or if anything has been noted as requiring your attention.
When you have a large family, this is quite beneficial! Also included are intelligent prompts for entering the name and phone number of the CPA who prepared your tax return.
Simple & Modern Design
Using a trustworthy cloud service for file storage is much more than just storing your data in the cloud. The dashboard design assists you by providing nudges and a template to get up and running.
On the left-hand side of the screen, you’ll see a breakdown of each category’s percentage of the total.
Keep a note of the date when my license will expire so that I can plan! Four family members x four passports that need to be renewed at separate periods equals a fantastic tool.
You can also build your special reminders. For example, on the tax page, you can pay your quarterly taxes.
Users who are just getting started with Trustworthy may find it helpful to use the web interface. Anyone may rapidly connect accounts and upload insurance policies using the desktop version of the software.
Customers that use iOS (Apple) products can also log into their accounts using a phone or mobile device if they so choose.
Snapping photos and uploading them to Trustworthy is made simple due to this. Unfortunately, there isn’t a mobile app available for Android device owners at this time.
Trustworthy is designed to meet the demands of a regular family – identification, money, property, passwords, insurance, taxes, estate documents, and so on.
However, it can be entirely made to your specifications. If you don’t own a property or have fewer accounts than recommended, remove them from your list. You can also include anything else you require. Additionally, you can change each sub-category to fit your requirements.
Strong Security
Trustworthy employs some of the most advanced security measures available, including encryption and multi-factor authentication.
Your financial information is also protected by using a security technique known as tokenization or aliasing. Trustworthy’s servers are protected against hacking, so a hacker who gains access to the servers will not have direct access to any of your financial accounts.
You’re probably wondering if Trustworthy is, in fact, a reliable source of information. The creators were well aware that this would have to be at the heart of everything they created. So, yeah, it is true.
You may learn more about all of the numerous security measures available by visiting this page. A small number of third-party security organizations, such as McAfee and Norton, have recognized and certified the company.
Every time you enter into a new computer or device, you are adding an extra layer of security. On the other hand, hardware security keys allow you to add a second authentication factor to internet services, allowing you to increase your security.
Trustworthy servers use aliasing to prevent your information from being visible on the server-side. They also employ redaction to ensure that sensitive information is kept as secure as possible.
You have the right to request that your data be permanently deleted from the Trustworthy servers at any time. And it goes without saying (although it is worth mentioning when dealing with sensitive information) that the company has vowed never to sell or disclose your data or information.
What Else?
The Trustworthy app provides users with the ability to configure various cooperation permissions.
A user can set up complete sharing (for example, information that you may want to share with your spouse), partial sharing (for example, financial records that you want to share with a financial advisor), and even driven sharing where you want to share information because you want to give full access in the event of your death.
Users can create emergency contacts who will be contacted if they fail to reply to prompts for an extended period of time using the Trustworthy application. Your information will be sent on to these individuals.
Trustworthy will not be the one to draft your will or other estate planning paperwork. However, it will assist users in obtaining the knowledge they require to make critical financial decisions.
Anyone who has ever misplaced a vital document (such as a birth certificate or passport) understands how difficult it may be to obtain a replacement.
The concierge team at Trustworthy helps to make this procedure a little bit easier. Gold-level members do, however, have less access to personal concierge care than Platinum-level members, which should be taken into consideration.
Trustworthy has created protocols for essential information governed by the company’s values. However, individuals can also include essential family information on their profiles.
Users can upload information such as bicycle VINs, combination codes for a home vault, passphrases for cryptographic devices, and other free-form information.
In addition to helping families organize their financial records and keep their critical information up to date, Trustworthy also provides them with a cloud storage platform.
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