Meet Trusty: The AI Powered Letter of Wishes for Passing Down What Matters

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Meet Trusty: The AI Powered Letter of Wishes for Passing Down What Matters

4d ago 35:23

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Trusty is building a simple, human way to pass down more than money. In this episode, Trusty co-founder and CEO Randy Frisch joins to share how a digital Letter of Wishes, paired with AI and secure sharing, can reduce confusion for families, bring advisors into the loop, and preserve the stories behind the things we love.

Key takeaways

Trusty creates a digital Letter of Wishes with video messages, so heirs understand intent
Max AI powers image recognition, document summaries, and an estate Q and A agent
Consumer app is free, advisor platform is licensed
Charities can be named as beneficiaries, sentimental value is captured alongside dollars
Purpose is clarity, less conflict, and stronger human connection during life transitions

What Trusty does

Create a digital Letter of Wishes
Capture what should go to whom, in your own words and voice. Record short video wishes so heirs understand the why, not only the what.

Add and assign assets in seconds
Snap a photo, Trusty detects the category and fills key details with high accuracy, then you can assign an heir and add notes.

Store and explain your estate plan
Upload wills, powers of attorney, and related documents. Trusty extracts key facts, provides plain language summaries, and lets you ask questions through an AI agent.

Invite the right people
Share access with a spouse, children, executors, and advisors. Everyone sees what they need, when they need it.

Security you can rely on
Bank grade encryption, biometric login, and a clear stance that personal data is never used to train AI models.

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