Reminders

Trustworthy helps you stay organized by creating automatic reminders for important dates, such as document expirations or renewals. This guide shows you how to add a custom reminder, set notification preferences, and manage it effectively.

1. Navigate to the Item where you want to add a reminder.

2. Scroll to the Reminders section and click the + Add button.

3. In the New reminder window, enter a descriptive title for your reminder in the text field.

4. Click the Due date field to select a date from the calendar.

5. Set your notification preferences. You can choose to be notified On due date or 1 week before.

6. (Optional) Click Repeat to set up a recurring reminder, such as daily, weekly, monthly, or yearly.

7. (Optional) Click Add notes to include any additional details or context for the reminder.

8. Click Create reminder to save. Your new reminder will appear in the list on the current page and also on your home screen under the Reminders tab.

Custom reminders in Trustworthy can do much more than simply mark a date on a calendar. You can configure reminders to help yourself — and your collaborators — stay organized, prepared, and informed over time.

When creating a reminder, you can choose to receive notifications before the reminder is due. For example, add an extra notification:

• a reminder one week before a passport expires

• a reminder several days before an insurance renewal

• advance notice before a tax or estate planning deadline

Custom reminders can also repeat on a recurring schedule. Examples include:

• yearly policy reviews

• quarterly financial check-ins

• monthly caregiving tasks

• recurring bill reminders

• annual document reviews

Recurring reminders help you to build ongoing organizational habits without needing to recreate tasks repeatedly.

You can also add notes directly inside reminders to provide additional context or instructions. This can be especially valuable when collaborating with spouses, adult children, caregivers, or advisors.

Examples might include:

• instructions for a renewal process

• contact information

• follow-up details after a meeting

• notes about where related documents are stored

• context about why the reminder matters

Full-access collaborators can also view these notes when they access the reminder.

Reminders are connected directly to the pages or documents they relate to.

At the bottom of a reminder in edit mode, you will see a linked resource area showing where that reminder belongs within the account. Clicking this area will open the connected page or document.

This makes reminders especially useful because they do not exist separately from the information they relate to. They help guide you back to the exact resource that needs your attention.