Trusty Advisor

    Annual subscription$2,500 USD
    Invite all your clients to use the Trusty App
    Includes 250 invited clients ($10 per additional, charged later)
    Estate Binders & data shared with you
    Advisor dashboard
    Priority support and onboarding for your practice
    Estate binders $200 per printed binder
    Subtotal$2,500 USD

    Plus applicable tax · Billed annually

    Need multiple advisor accounts? Purchase additional packages or book a call to discuss team rollouts.

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    Built for your most important client relationships. We'll guide you through advisor-led onboarding so you can start inviting clients right away.

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