Common Questions About Organizing Information in Trustworthy

Trustworthy is designed to help families organize, understand, and manage important information in one secure place.

Below are answers to some of the most common questions we receive about organizing files, categories, and account structure. We update these questions periodically to openly reflect the latest inquiries from our members.

At this time, Trustworthy does not support creating entirely custom top-level categories.

That said, there is still a great deal of flexibility in how you organize your information within your account.

You can:

• Create additional pages within existing categories based on the options available in each category's + menu

• Use files and folders on pages to organize information more granularly

• Add notes, reminders, and connections that help personalize how information is grouped and understood

We are also actively working on a new tagging feature that will allow you to organize information according to your own personal themes and workflows. Tags will make it possible to group related information across categories in virtually unlimited combinations.

Trustworthy does not currently offer a full-account PDF export.

However, you can download individual files and documents from your account at any time or the entirety of your account to a .zip.

We are also actively exploring future ways to help families create more comprehensive printable or portable versions of their information for emergency preparedness, estate planning, and family continuity purposes.

Yes. Trustworthy includes a Files view that allows you to see files across your account in one central location.

You can search, filter, and review files visually without needing to navigate category by category.

Yes. On desktop, you can upload folders containing multiple files to Trustworthy. Remember to first unzip a .zip folder before adding it.

Trustworthy will process and organize supported files from within those folders to help speed up setup and reduce manual work.

Yes. Pages in Trustworthy support additional organization using folders, files, notes, reminders, and connections.

This flexibility allows families to keep related information together while still benefiting from Trustworthy’s broader organizational structure.

Yes. You can selectively share specific information instead of giving someone access to your entire account.

Trustworthy supports multiple sharing approaches, including collaborator access and SecureLinks for individual files or pages.

No. Collaborator access can be customized.

You control what information other people can access, helping you share only what is relevant for a spouse, family member, advisor, caregiver, or other trusted person.

Sometimes Trustworthy cannot confidently determine exactly where a document belongs.

When that happens, the document may appear in Unsorted so you can quickly review it yourself before filing it into the right location.

Unsorted is designed to help you stay in control while still benefiting from AI-assisted organization.

Yes. Files can be moved within Trustworthy.

This makes it easy to reorganize information over time as your household, preferences, or organizational needs evolve.

Yes. Trustworthy supports both documents and manually created information.

You can create pages, notes, reminders, passwords, contacts, and other details directly within your account — even if no file exists yet.

Many families use a combination of uploaded documents and manually added information to build a more complete picture of their household.

Simply click on any category, and choose the + button at the top of the page to select the type of information you would like to add.