When and How to use Trustworthy’s Sharing Features

Our members put their most important and sensitive information into Trustworthy for protection and easy access. Usually this information is private, meant for only their eyes and the eyes of those close to them like family members or those employed by them, like caregivers, assistants and advisors. Because of this, we offer the ability to safely share Trustworthy information.

With Collaboration you can share all or some of the platform. With Secure Links you can share a single file for a set amount of time. Collaborators and secure link users do not need to pay for Trustworthy or have an account of their own. There is no limit to how many collaborators you can invite or how many secure links you can generate.

With Collaborators you can focus on the following

• Getting help transferring information from your current storage into Trustworthy

• Sharing information with the people who need it

• Maintaining an organized system that multiple people can contribute to

• Family Members: As an account owner and household manager you will likely add every family member to the ID category, so you can store their personal identification information (State ID, Birth Certificate, Passport, SS card). But you may want to go a step further and invite family members as collaborators.

  • Spouse/Significant Other: You may invite your spouse so they are privy to the same knowledge in case they need to fill in for you at times. Example, if you are the primary caretaker for the children, your spouse might not know their teacher’s names, doctor’s name or their after school schedule. All of this information can be stored in TW either as a document or using our “Note” feature in their ID.

  • Older Children: When you add family members, Trustworthy will create tasks around it, like birthday reminders as well as prompts to upload IDs. If your children are old enough, they can enter this information themselves and take some of the work off your hands.

• Emergency Contacts: Trustworthy encourages you to share some of your account information with an emergency contact early on. This contact can access everything or just specific parts of your information, like the Family Resources category where you would keep your emergency plans.

• Caregivers: Babysitters, home health aids, house managers and even personal chefs, make great partial collaborators. You can invite them to specific IDs, Insurances and other areas where they may need information to support you and your household.

• Advisors: For our members who own businesses or who have have large or multiple estates, inviting advisors can serve several purposes. Families with financial managers, tax advisors, business partners and estate managers might also use our Partial Access Collaboration feature to invite these professionals to categories such as Finance, Taxes, Business and Property. These collaborators can be invited before or after you have information in Trustworthy, as they can help you get organized and set up and maintain the system in their respective categories.

• Trustworthy Certified Experts: If you’re working with one of our partners who is certified to implement and manage Trustworthy accounts, you will likely add them as a Full Access Collaborator so they can do most of the work for you.

Secure links provide preview and printing access to a single file. You cannot send a secure link to an item or category. When you want to share multiple pieces of information, consider the Collaboration feature.

Secure links expire after a certain interval of time chose by you.

You might share a secure link when:

• Someone needs access to a single file (like a birth certificate) but does not need all the identification documents connected to that person

• Someone needs a file in the moment, but does not need continuous access to it.

• You want to share a file or two with someone quickly and skip the login process to Trustworthy

If you have further questions on collaboration please email us at support@trustworthy.com.