Trusty—The Estate Binder App

Most estate plans explain what. Very few explain why.

Trusty is your family's Estate Binder, created with the guidance of your financial advisor. Organize your assets, keep important documents in one secure place, capture the people who matter, and preserve your wishes — all compiled into a personalized Estate Binder that grows with every conversation.

The hardest moments aren't just about finding documents. They're about understanding the decisions behind them. When someone you love is gone, the questions aren't just "Where is the will?" They're "Why was this decided? What would they have wanted?" Trusty preserves those answers long before they're needed — so your family inherits more than documents. They inherit clarity.

WISHES — THE WHY BEHIND EVERY DECISION (NEW) • Assign meaningful items to the right people • Explain the reasons behind your plans, in your own words • Leave guidance for your family • Preserve stories, photos, and memories • Record video wishes your family can return to

ASSETS — EVERYTHING OF VALUE See it all in one place: financial accounts, real estate, jewelry, vehicles, and private investments — with the details, value, and meaning behind each one.

PLANS — EVERY IMPORTANT DOCUMENT Keep your will, power of attorney, insurance policies, and other estate documents organized and ready. No more guessing what exists or where it lives.

PEOPLE — EVERYONE WHO MATTERS Family, advisor, lawyer, accountant, close friends. Everyone's role is clear, so nothing is left to guesswork.

YOUR ESTATE BINDER — ONE TRUSTED RECORD: Everything you capture is brought together in your personalized Estate Binder — available digitally and professionally printed — preserving not just your information, but the context your family will one day need.

GUIDED, WITH YOUR ADVISOR Estate planning evolves as your life does. Trusty gives you and your advisor a shared place to build and evolve your Estate Binder over time: step by step, at your own pace, with guidance at every stage.

AVAILABLE THROUGH YOUR ADVISOR Trusty is provided as part of your advisor relationship. Your advisor's invitation includes the full Trusty experience, including your professionally printed Estate Binder, at no additional cost to you.

A will says what. Trusty helps your family understand why.

Start with one thing. An account your family doesn't know about. A keepsake with a story worth preserving. Build your legacy, one conversation at a time.