Managing Contacts in Trustworthy

Keeping your household organized starts with making sure the right people—and companies—are connected to the right parts of your Family Operating System®.

This guide shows you how to add contacts, import them from other platforms, and connect them across categories like Property, Finance, Insurance, and more.

A contact can be either a person or a company.

Examples of people include:

• A family member

• An accountant

• An emergency contact

Examples of companies include:

• Your utility provider

• A landscaper

• An insurance broker

Contacts help keep everything in one place.

For example, you might link your snow removal service to a vacation home, or your wealth advisor to your investment accounts.

You can import existing contacts from other platforms, including:

• Google Contacts

• Outlook

• Apple Contacts

To import contacts:

1. Export your contacts as a .VCF or .VCard file from your current provider.

2. Sign in to your Trustworthy account to upload the file with either of these options:

• Click Add in the left panel and choose Contact

• Navigate to the Contacts category and choose Import Contact from the blue + menu.

This is a quick way to populate your household contacts without starting from scratch.

There are two other ways to add a contact.

1. Navigate to the Contacts category in your account.

2. Click Add Contact.

3. Fill in the details for your contact, such as name, phone number, email, and notes.

Note that Trustworthy even offers you options here to set reminders, add notes, and attach files relevant to this contact.

Sometimes a person starts out as a contact and later belongs in Family — a parent whose records you've started managing, or a partner you first added as an emergency contact.

You don't need to add them a second time. On the Trustworthy website:

1. Open the Contacts category and click the contact's row to open their panel on the right.

2. Select the three-dot menu next to Edit.

3. Choose Convert to Family Member.

Their page moves into the Family category and keeps everything already attached to it — details, aliases, notes, files, and connections. From there you can add the personal records that belong in Family, such as a driver's license, passport, or health insurance card.

A few things worth knowing:

• This option appears for people, not companies. A utility provider or an insurance broker stays in Contacts.

• It works in both directions. On a family member's page, the same three-dot menu offers Convert to Contact.

• Adding someone to Family is available on every plan, including free.

• Converting doesn't give that person access to your account — it only changes where their page lives. Inviting them to sign in as a collaborator with Full access or Partial access is a separate step, and how many collaborators you can invite depends on your plan.

• Converting is done on the Trustworthy website. Once converted, the page appears under Family in the mobile app too.

Once added, contacts can be linked throughout your system.

Examples include:

• Linking your financial advisor to the Finance category

• Adding your estate planner to a trust in the Legal category

• Connecting your part-time CFO to an LLC in the Business category

This makes information easier to find quickly—especially in emergencies or when sharing access with collaborators.

Simply:

1. Navigate to a category such as Property or Finance.

2. Select Connections.

3. Choose Add and type to search for your Contact.