Understanding Collaborator Access in Trustworthy

Trustworthy allows you to invite trusted people into your account to help organize, manage, or access important information when needed.

These people are called collaborators.

Collaborators might include:

• A spouse or partner

• Adult children

• Aging parents

• Trusted friends

• Attorneys or financial advisors

• Caregivers or care coordinators

Depending on your needs, collaborators can be given different levels of access.

Trustworthy currently supports three primary collaborator access levels:

• Full Access

• Partial Access

• Legacy Access

Each is designed for a different type of relationship and level of visibility.

A Full Access collaborator actively participates in managing your Trustworthy account with you.

This level is commonly used for spouses, partners, or another trusted person helping manage household information together.

A Full Access collaborator can:

• View household information and files

• Upload and organize documents

• Add or edit details, reminders, and notes

• Participate in ongoing household organization

• Access account management settings

A Partial Access collaborator only sees the information you specifically choose to share with them.

This allows you to collaborate more selectively without giving someone visibility into your full household account.

For example, you might share:

• Insurance information with a caregiver

• Estate documents with an attorney

• Property details with a contractor

• Medical and legal information with an adult child

Partial Access collaborators do not have access to the rest of your household information unless it is specifically shared with them.

Legacy Access is designed for future planning.

A Legacy collaborator does not actively participate in your account today and does not have ongoing visibility into your information while you are living.

Instead, this access is intended for situations involving death or incapacity, according to your Trustworthy Legacy settings and verification process.

This allows households to prepare important information ahead of time without broadly sharing it day to day.

If you wish to grant a Legacy access collaborator partial access today, you can. This article will take you through the steps.

Many households use a combination of collaborator types.

For example:

• A spouse may have Full Access

• An attorney may have Partial Access to estate documents

• An adult child may be designated as a Legacy collaborator

You can adjust collaborator access at any time within your Trustworthy settings.

The number of collaborators you can invite may vary depending on your Trustworthy subscription plan.

For the latest collaborator limits and plan details, please review the current pricing and plan information on the Trustworthy website.