Contacts

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 from other platforms, and connect contacts across categories like Property, Finance, Insurance, and more.

A contact can be:

• A person — like a family member, accountant, or emergency contact

• A company — like your utility provider, landscaper, or insurance broker

Contacts help you keep everything in one place. For example, linking your snow removal service to a vacation home or your wealth advisor to your investment accounts.

You can easily import existing contacts from:

• Google Contacts

• Outlook

• Apple Contacts

Just export your contacts as a .VCF or .VCard file from your current provider, and then use Trustworthy’s Import Contacts tool to bring them in.

💡 Pro Tip: Use this method to quickly populate your household contacts and avoid starting from scratch.

You can add a contact in two ways:

From the Contacts Category

1. Navigate to the Contacts category in your navigation.

2. Click Add Contact.

3. Choose if it’s a person or a company.

4. Enter details like name, phone, email, and any notes.

From Within a Category

1. Go to any category (e.g., Property, Finance).

2. Select Linked contacts or if inside property, choose Add Service or Utility.

3. Choose an existing contact or click Add New Contact.

✍️ Don’t forget: You can always edit or update contact information later.

Once added, contacts can be linked across your system using Linked Contacts:

• Link your financial advisor to the Finance category.

• Add your Estate planner to the Trust in your Legal category.

• Connect your part time CFO to your LLC in your Business category.

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