Earlier this year, I signed up for Trustworthy, a digital vault designed for organizing and managing family documents. Honestly, I wasn’t sure if I really needed this tool. I am relatively organized with my documents and I love using Dropbox for them- I even teach a class on Organizing Your Digital Files!
But after listening to the founder of the company speak at a conference, I knew what Trustworthy offered was worth it. The more I use Trustworthy, the more I realize how valuable it is. It doesn’t just store things, it actually makes managing family documents easier, safer, and more complete.
Here are my favorite parts of using Trustworthy for managing family documents:
1. Legacy Planning Made Simple
One of the features I love most about Trustworthy is the legacy component. I can designate people who will have access to my information after I pass away, or even share certain pieces of information with family members right now.
For example, my spouse can easily access our insurance policies and financial accounts, but when my children are in college and need access to their medical information I can share only that piece with them. Or you can share a single document with a secure link that expires, like when I needed to share a photo of my drivers license with the attorney who was working on our will.
2. Smart Reminders That Actually Help
Could I keep all these files in Dropbox or Google Drive? Sure. But here’s the difference: Trustworthy is smart.
The system doesn’t just hold your documents… it actively reminds you when something needs attention. Things like:
- “Time to renew your driver’s license”
- “Your passport is going to expire in 6 months”
- “Review your insurance coverage”
Instead of being reactive (and sometimes too late), Trustworthy helps me stay proactive with the important stuff that often falls through the cracks.
3. A Clear Path (So Nothing Gets Missed)
When I first signed up, I thought “I already know what I need to keep track of”. But Trustworthy proved me wrong. The platform leads you through the setup with clear prompts and suggestions.
For example, I realized we had never stored our car information anywhere- not the VIN, not the warranty, not the title. If something had happened, it would’ve been a headache to track down. Now it’s all safely in one spot.
Take a look at this sample “Family ID” to see what I mean. The system is prompting you on exactly what you should upload like contact information, drivers license, passport, social security card, birth certificate, and space to upload any files or notes you like.
FAQs About Using Trustworthy for Managing Family Documents
Is it safe and secure?
Security is a huge priority for Trustworthy. They use bank-level encryption to protect your data, and you can control exactly who has access to what. It feels much safer than having sensitive documents floating around in email attachments or unsecured folders.
Why not just use Dropbox or Google Drive for Managing Family Documents?
Those tools are great for general storage, but they don’t provide reminders, legacy access, or guided organization. Trustworthy is designed specifically for managing family essentials, not just files.
What types of things can I store?
Pretty much anything important: identification documents, financial records, estate planning paperwork, household information, medical records, car details, and more. I upgraded to the plan that also allows me to store all my business information (this was a huge relief for me to find a solution for this piece)!
Trustworthy has given me real peace of mind. Not only are my family’s important documents organized and secure, but I also know my loved ones will have access to what they need… whether that’s today, or many years from now.
If you’ve ever thought, I should really get organized, but didn’t know where to start, Trustworthy gives you the roadmap (and the reminders!) to finally make it happen. Learn more about Trustworthy.
Need help getting started with managing family documents?
I can help you (via screen share!) get started organizing and managing family documents during a Digital Consult.
*This post contains affiliate links which means I will receive a small commission if you make a purchase based on my recommendation.
