A document vault with a memory
Every document carries its type, date, tax year, vendor and a description, so the 2019 amendment or last year’s K-1 is one search away. Sort and filter by any of them, and export the index.
For trustees and the people who help them
Every trust you’re responsible for, in good order.
Trusty keeps the documents, the people, the deadlines and, when a trust needs them, the books. Beneficiaries, CPAs and attorneys see exactly what you share. Nothing more.
From $3 a month per trust. No card to start, no per-user fees.
Two ways to use it
DocumentsA secure, searchable home for a trust’s or a person’s estate documents, shared with the right people.
Full accountingEverything above, plus fiduciary books, statement reconciliation, budget and year-end for trusts that file their own returns.
What a careful trustee needs, and nothing that gets in the way
Trust software has mostly been built for law firms and bank trust departments, priced by demo. Trusty brings the same discipline to the individual trustee, the family and the small firm.
Visibility you control, person by person
Share a document with administrators only, with advisors, with beneficiaries, with everyone, or with the three people you tick. Beneficiaries see what you intend and nothing else.
Everyone in their proper place
Grantors, trustees, successors, beneficiaries, executors, agents, CPAs and attorneys. Primary, secondary, tertiary and beyond, with co-trustees and co-executors at any position.
Fiduciary books, not small-business books
Every receipt, expense and distribution is tagged principal or income. The summary of account your beneficiaries and a court expect comes straight from the ledger.
Upload the statement. That’s the bookkeeping.
Drop in a PDF, CSV, OFX or QFX. Trusty reads every line, matches what’s already recorded, applies the rules you’ve taught it, and asks you only about the leftovers. Then reconcile to the penny.
Move assets between trusts in one step
When one trust funds another, record it once. The paying trust shows the distribution, the receiving trust shows the addition to principal, and both ledgers agree.
A budget for the trust year
Plan income and expenses for the year, calendar or fiscal, and watch actual results against the plan as each statement comes in.
A year-end package your CPA will thank you for
Trial balance, ledger, distributions by beneficiary and a worksheet grouped by return line. Send it for review from inside Trusty; your CPA signs in, asks questions and marks it reviewed.
Deadlines that don’t slip
Crummey notices, premium due dates, property taxes, annual accountings. Each file starts with a checklist for its type of trust, and repeating tasks come back on their own.
A schedule of assets
Real estate, accounts, policies, business interests and notes, with values, dates and cost basis, for every file, whether or not it keeps books in Trusty.
A record of everything
Who uploaded what, who changed whose access, and every time a shared document was opened. The paper trail a fiduciary wants and hopes never to need.
Help that knows the product
Ask Trusty “how do I record a distribution?” on any page and get the exact steps.
Set up a trust in a few minutes
- Create your account. You’re the administrator. You may be the trustee, a beneficiary, both, or the assistant who keeps things straight.
- Add the trust. One question decides the rest: does it have its own tax ID and file its own returns? If so, choose whether Trusty keeps its books.
- Add the people and the paper. Trustees and successors in order, beneficiaries, advisors. Upload the signed agreement and decide who sees it.
- If it keeps books, upload a statement. Trusty reads it, matches it and learns your categories. Month two is faster than month one.
Built for every kind of trust
- Revocable living trust
- Irrevocable trust
- Irrevocable life insurance trust (ILIT)
- Land trust
- Investment / retirement plan trust (e.g. solo 401(k))
- Continuing / descendants’ trust
- Testamentary trust (created by a will)
- Marital or bypass (credit shelter) trust
- Special needs trust
- Charitable trust
- Wills, living wills and powers of attorney
One portal, a different view for each person
Trustees
One sign-in for every trust you serve. See what needs attention, keep proper books, and hand your successor a complete record.
Assistants and administrators
Do the work without being a party to the trust. Set up files, file documents, sort statements and prepare year-end for the trustee.
Trustee firms and family offices
Many trusts, many clients, one team. Per-trust pricing with no seat fees, and a clean wall between each client’s records.
Beneficiaries
A private window into what the trustee has shared with you: the documents, the accountings and who to call.
CPAs and attorneys
Invited to exactly the trusts you work on. Read-only books, the year-end package and the documents marked for advisors.
Families planning ahead
Wills, living wills and powers of attorney in one place, with the people named in them able to find them when it matters.
Priced per trust, stated plainly
Pay for the files you administer. Invite as many trustees, beneficiaries and advisors as each one needs.
Documents
$3per file, per month
For any trust that doesn’t need its own books, and for a person’s will and directives.
- Unlimited documents with full indexing and search
- People, roles and succession order
- Per-document sharing with beneficiaries and advisors
- Schedule of assets, tasks and reminders
- Activity log
Full accounting
$29per trust, per month
For trusts with their own tax ID that file their own returns.
- Everything in Documents
- Principal and income ledger
- Statement upload, automatic matching and reconciliation
- Distributions and transfers between trusts
- Budget for the trust year
- Fiduciary reports and summary of account
- Year-end package and online CPA review
14-day free trial on every file. No setup fee, no contract, no charge for the people you invite. Closed files cost nothing.
Private by construction
Estate records are some of the most personal papers a family has. Trusty treats them that way.
- Documents are never public links. Every download is checked against the access you’ve granted, every time.
- Two-step sign-in with any authenticator app, for you and everyone you invite.
- Nothing is shared by default. New documents start as administrators-only until you decide otherwise.
- No bank logins, no Social Security numbers. Trusty works from statements you upload and never asks for either.
- A permanent activity log in every file, including each time a shared document is opened.
Questions
Do I need the accounting, or just the documents?
If the trust has its own tax ID and files its own return, someone has to keep its books; Trusty can be where that happens. If the trust’s income is reported on the grantor’s own return (most revocable living trusts and land trusts), the document plan is usually all you need. You choose per trust and can switch later.
What kinds of trusts does Trusty handle?
revocable living trust, irrevocable trust, irrevocable life insurance trust, land trust, investment / retirement plan trust, continuing / descendants’ trust, testamentary trust, marital or bypass trust, special needs trust, charitable trust, and anything else with a trustee and a beneficiary.
Is it only for trusts?
No. A file can also hold one person’s estate documents with no trust involved: their will and codicils, living will, health care and financial powers of attorney, with each executor and agent listed in order.
Who can see what?
Only the people you invite, and only what you share. Your own team sees every file in your account. Everyone else is invited to a single file at one of three levels: shared documents, documents plus read-only financials, or full administration.
Can beneficiaries and my CPA use it for free?
Yes. You pay per file. The people you invite to it sign in at no charge, and there are no per-user fees.
Does Trusty connect to my bank?
No, by design. You upload statements, so no one’s banking credentials are ever stored. Trusty reads the statement and does the matching.
Does Trusty prepare the tax return?
No. Trusty gives your CPA a complete, organized package and a worksheet grouped by return line, and lets them review it online. Your CPA prepares and files the return.
What happens when a trust ends?
Close the file. It becomes read-only, stays available to you, and is no longer billed.
Put the trust in order this afternoon.
Set up your first file free. If it isn’t simpler than the binder and the spreadsheet, close it and owe nothing.
Start free for 14 days