Create Custom Documents in Family Resources

Family Resources is a unique category designed to help you bring context, clarity, and guidance to everything you’ve stored in your Trustworthy digital vault.

The Family Resources category helps you add meaning, instructions, and narrative—so the right person understands not just what something is, but what to do with it.

Family Resources allows you to create custom text documents—free-form, flexible, and entirely yours.

Use it to capture the details that don’t fit neatly into a form or file. The nuance. The instructions. The story behind the information.

Family Resources is especially valuable when you need to explain, guide, or connect the dots. Common uses include:

Estate and legacy guidance
Go beyond legal documents to explain your intentions, preferences, or “why” behind decisions. Provide clarity for family members navigating your estate.

Caregiver plans (family members or pets)
Outline routines, medications, preferences, and important contacts. Ensure someone stepping in has what they need—without guessing.

Insurance overviews
Summarize complex coverage across policies. Explain how pieces fit together, what’s important, and what to do in specific situations.

Household instructions
Share practical guidance for managing your home, finances, or responsibilities—especially helpful during transitions or emergencies.

Family history and records
Document stories, research, and context that matter to your family over time.

Each Family Resource you create is a full Trustworthy page. That means you can:

• Write freely using rich text to capture context and instructions

• Attach files to support or reference your notes

• Set reminders tied to important actions or timelines

• Add notes for updates, clarifications, or ongoing changes

Everything stays connected—so your guidance lives alongside the documents it relates to.

Documents alone don’t always tell the full story.

Family Resources helps ensure that when someone needs to step in—whether it’s for a moment or a major life event—they have not just access, but understanding.

Clear context. Thoughtful instructions. Fewer unknowns.

If you’re not sure where to begin, try creating one document:

“If something happens, here’s what to know.”

Start with the essentials. You can refine and expand over time.