Enhanced Collaboration is here! Trustworthy now offers a new multi-level access feature to give you more control than ever over what you share and how you collaborate.

Enhanced collaboration feature highlights:

  • All-access collaborators allows you to invite your partner, spouses or trusted advisor to access and update your entire dashboard.

  • Limited-access collaborators have filtered access to only the categories you’ve authorized, you can share only your estate planning documents or tax documents with accountant.

  • Custom permissions let you choose which categories individual members can access and the flexibility for you to add, remove or update categories as often as you like.

  • Customized to-do lists and reminders for each invited member keep your collaborators on-task and on-track.

Popular collaboration features and tools to use:

1) Share IDs and legal documents with parents, siblings, or other family members

Categories: Family IDs & Estate Documents
Ensure that your caregivers and family members have access to what they need, whether they’re picking up a prescription or providing care during an emergency.

2) Update and organize taxes with your accountant

Category: Taxes
Organize past tax returns and streamline upcoming tax filing to simplify managing documents and deadlines.

3) Track assets, accounts, and annual statements with your financial advisor

Categories: Money, Taxes, Property & Insurance
Manage existing assets, make updates, and manage reports, statements or annual planning with your financial advisor.

4) Manage or update policies with your insurance broker

Categories: Property & Insurance
Track your existing policies, review, or make updates by collaborating with your family’s insurance professional.

5) Planning your estate documents with your attorney

Categories: Estate Documents
Organize and share digital copies of your important documents and confirm the location of original, signed documents with your attorney and family members.

Getting Started: How to begin household and extended family collaboration

Many Trustworthy families invite their parents or children to access information like Family IDs, estate documents, and passwords. For instance, a grandparent or caregiver could access information for passports, birth certificates, or medical cards if you are away or should there be an emergency.

Learn more about how to use enhanced collaboration features for estate planning, managing property, or getting your household organized. Our concierge team offers a free coaching session, sign up for your time slot today.

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