Organizing Your Information

In Trustworthy, your information is organized into a simple, two-level structure: Categories and Pages. Categories are the main organizational folders...

Occasionally, Trustworthy may have in the past misclassified a file or maybe you chose to create a page for it within a subcategory that isn't quite r...

When Trustworthy reviews a document, it may identify people, vehicles, properties, accounts, or other important items that could benefit from having t...

Family Resources is a unique category designed to help you bring context, clarity, and guidance to everything you’ve stored in your Trustworthy digita...

This guide explains how to delete files from your Trustworthy account. Following these steps will allow you to permanently remove items you no longer ...

Keeping your household organized starts with making sure the right people—and companies—are connected to the right parts of your Family Operating Syst...

You can customize the photo or logo displayed for any contact or family member in Trustworthy, including contacts that are automatically populated by ...

In Trustworthy, every file has two names: Display name  — what you see inside Trustworthy (automatically suggested by Autopilot) File name  — the orig...

Aliases help Trustworthy recognize the many different ways a person’s name may appear across documents, accounts, bills, forms, and other information....

When reviewing a file in your Inbox, Trustworthy suggests a filing location but also gives you the flexibility to choose an alternate location to stor...

The Employment category is where you keep records tied to a job or work history — for yourself or for family members you help manage. Each employer ge...

The Finance category helps you build a clear, complete view of your financial life in one place. It's where you organize key accounts — bank accounts,...

Insurance is one of the most important categories in your account — especially when you need answers fast. Trustworthy keeps your whole insurance port...

The Property category helps you organize and protect the things you own — from homes and vehicles to jewelry, collectibles, and family heirlooms. With...