Finding Peace of Mind Through Family Organization

How Trustworthy Made It Possible

Finding Peace of Mind Through Family Organization

How Trustworthy Made It Possible

Finding Peace of Mind Through Family Organization

How Trustworthy Made It Possible

Finding Peace of Mind Through Family Organization

How Trustworthy Made It Possible

Imagine the relief of knowing that all of your family's important documents are organized and securely stored, available whenever you or your loved ones need them.

Imagine the relief of knowing that all of your family's important documents are organized and securely stored, available whenever you or your loved ones need them.

Here’s how five individuals found reassurance with Trustworthy, an intelligent digital vault that protects and optimizes important family information.

Here’s how five individuals found reassurance with Trustworthy, an intelligent digital vault that protects and optimizes important family information.

Sabrina Scandar

Sabrina Scandar

Until a few years ago, 37-year-old product manager Sabrina Scandar wasn’t too concerned about organizing her family’s documents. That all changed when she and her husband welcomed their first child.

Until a few years ago, 37-year-old product manager Sabrina Scandar wasn’t too concerned about organizing her family’s documents. That all changed when she and her husband welcomed their first child.

“In the event of something terrible happening to me or my husband, it gave me a lot of peace of mind to know that whoever then needed to organize things would know how to do that.”

“In the event of something terrible happening to me or my husband, it gave me a lot of peace of mind to know that whoever then needed to organize things would know how to do that.”

“In the event of something terrible happening to me or my husband, it gave me a lot of peace of mind to know that whoever then needed to organize things would know how to do that.”

SABRINA SCANDAR

“I'm not sure that we had thought that much about an organization system, really, before we had kids,” Sabrina says. “And so it was random. The things we did need organized were probably in a variety of Google docs and folders, and then everything else was just in our brains.”

However, shortly after becoming a mom, Sabrina learned she was genetically predisposed to certain types of cancer. The revelation brought on a series of tests, including five biopsies, during an already “scary” time – the Covid-19 pandemic was in full swing.

Although Sabrina received the all-clear for now, the experience led her and her husband to confront how unprepared they were if the worst were to happen. They hadn’t set up wills or a trust – they have now – nor had they made plans for their children’s care if the kids were to become orphaned.

It became clear to the Miami-area couple that they needed to take control of their sea of documents scattered across multiple devices and folders. That’s when Sabrina discovered Trustworthy, an intelligent digital vault designed to protect and organize important family information.

However, shortly after becoming a mom, Sabrina learned she was genetically predisposed to certain types of cancer. The revelation brought on a series of tests, including five biopsies, during an already “scary” time – the Covid-19 pandemic was in full swing.

Although Sabrina received the all-clear for now, the experience led her and her husband to confront how unprepared they were if the worst were to happen. They hadn’t set up wills or a trust – they have now – nor had they made plans for their children’s care if the kids were to become orphaned.

It became clear to the Miami-area couple that they needed to take control of their sea of documents scattered across multiple devices and folders. That’s when Sabrina discovered Trustworthy, an intelligent digital vault designed to protect and organize important family information.

Trustworthy helps protect and organize your family's important information, making it available to your loved ones should the worst ever happen.

Trustworthy helps protect and organize your family's important information, making it available to your loved ones should the worst ever happen.

Trustworthy helps protect and organize your family's important information, making it available to your loved ones should the worst ever happen.

Sabrina was also influenced by the example of her father, who had organized all of his important documents before his death 11 years ago. “It was immensely difficult emotionally, but logistically, it was very straightforward,” she says. 

Discovered details they'd overlooked

Sabrina has found Trustworthy's templates invaluable, guiding her in organizing documents she hadn’t even considered.

“Before that, we were like, ‘whatever comes to mind,’ when we think of what needs to be shared and organized. But this gave me a sense of like, ‘what about this?’ And ‘what about this?’ Things that I hadn't considered might be important for keeping in one place, making sure that my husband and I and whoever else is important in our lives has access to.”

Now a mother of two, that “whoever else” has become increasingly important. Trustworthy has enabled Sabrina and her husband to relax in knowing that the important people in their lives have access to essential family documents, ensuring the best possible future for their kids.

“It just gave me a real sense of structure and organization that I needed and that I felt would be important for managing my life going forward,” she says. “But then also, in the event of something terrible happening to me or my husband, it gave me a lot of peace of mind to know that whoever then needed to organize things would know how to do that really easily without digging through my emails or my Google folders.”

For Sabrina, having all her documents in one place is as much about day-to-day convenience as it is about future-proofing her family.

"Recently, we were trying to fill out some applications, and instead of going and trying to find the appropriate cards in some filing cabinet in my office, I was able to just pull up the Trustworthy app, find the information I needed, put it into the application, and go on.”

Bradley Cutler

Bradley Cutler

Just like Sabrina, Bradley Cutler found that Trustworthy was the solution he needed to protect his family’s future.

Just like Sabrina, Bradley Cutler found that Trustworthy was the solution he needed to protect his family’s future.

“Trustworthy has saved me so much time and makes life a lot easier."

“Trustworthy has saved me so much time and makes life a lot easier."

“Trustworthy has saved me so much time and makes life a lot easier."

BRADLEY CUTLER

As parents, we all want to rest easy knowing our children are going to be taken care of if anything happens to us. That’s what led Bradley, a 43-year-old Chicago-area psychiatrist, to look into tools designed to help people manage their digital affairs. 

He quickly found that a lot of platforms simply didn’t have the functionality he needed to stay on top of his life’s essential administration.

“I was using another app as a digital vault, and I didn't find it very helpful. I thought it was disorganized, and I thought it was hard to upload documents,” Bradley says. “So I started doing research and found Trustworthy. And when I started using it, it was incredibly helpful, so different than the other app.”

With Trustworthy, Bradley was able to start getting his affairs in order to safeguard the future of his wife and young daughter, without wasting hours struggling with clunky interfaces and missing features. “Trustworthy has saved me so much time and makes life a lot easier,” he says.

As parents, we all want to rest easy knowing our children are going to be taken care of if anything happens to us. That’s what led Bradley, a 43-year-old Chicago-area psychiatrist, to look into tools designed to help people manage their digital affairs. 

He quickly found that a lot of platforms simply didn’t have the functionality he needed to stay on top of his life’s essential administration.

“I was using another app as a digital vault, and I didn't find it very helpful. I thought it was disorganized, and I thought it was hard to upload documents,” Bradley says. “So I started doing research and found Trustworthy. And when I started using it, it was incredibly helpful, so different than the other app.”

With Trustworthy, Bradley was able to start getting his affairs in order to safeguard the future of his wife and young daughter, without wasting hours struggling with clunky interfaces and missing features. “Trustworthy has saved me so much time and makes life a lot easier,” he says.

Try Trustworthy, and see for yourself how it can save you time, money, and mental energy in managing household information.

Try Trustworthy, and see for yourself how it can save you time, money, and mental energy in managing household information.

Try Trustworthy, and see for yourself how it can save you time, money, and mental energy in managing household information.

“What I like about Trustworthy are the different categories. For instance, family IDs, money, passwords, insurance, taxes, estate documents, all my financials. … And then uploading the data and the documents was so easy.”

Saw Trustworthy's security as a big plus

For Bradley, Trustworthy’s security was just as important as its ease of use. The platform’s world-class security practices and infrastructure gave Bradley the confidence to trust it with his family’s sensitive information.

“Now that I have a family and a child and, God forbid, anything happens to any of us, it's nice to know that all of our data is stored in a safe place,” he says. 

“I like Trustworthy because of its security, its encryption. I thought that was very, very important. But if anything does happen to anyone in my family, all that data and the documents will be easily accessed” by the people he has selected in advance.

“What I like about Trustworthy are the different categories. For instance, family IDs, money, passwords, insurance, taxes, estate documents, all my financials. … And then uploading the data and the documents was so easy.”

Saw Trustworthy's security as a big plus

For Bradley, Trustworthy’s security was just as important as its ease of use. The platform’s world-class security practices and infrastructure gave Bradley the confidence to trust it with his family’s sensitive information.

“Now that I have a family and a child and, God forbid, anything happens to any of us, it's nice to know that all of our data is stored in a safe place,” he says. 

“I like Trustworthy because of its security, its encryption. I thought that was very, very important. But if anything does happen to anyone in my family, all that data and the documents will be easily accessed” by the people he has selected in advance.

Scott Bennett

Scott Bennett

Most of us don’t think about the legacy we’re passing on until we are older. But lifelong Dallas resident Scott Bennett was only in his early 20s when he learned why you shouldn’t wait.

Most of us don’t think about the legacy we’re passing on until we are older. But lifelong Dallas resident Scott Bennett was only in his early 20s when he learned why you shouldn’t wait.

“If you're going to raise a family, you want them to know where your stuff is. You want them to have that ease."

“If you're going to raise a family, you want them to know where your stuff is. You want them to have that ease."

“If you're going to raise a family, you want them to know where your stuff is. You want them to have that ease."

SCOTT BENNETT

That’s when Scott and his sisters became the primary caregivers for their mother, who was struggling with multiple sclerosis. After she died, the emotional turmoil was compounded by administrative headaches of settling her estate.

“I wouldn't say my parents were the most organized when it came to their personal affairs. They were scattered at best. So it was through that experience that I realized, there has to be a better solution. How many more families are going to go through this?”

Scott tapped his personal experience and marketing background to develop a coaching firm, Full Circle Advisors, designed to help patients and their families navigate such situations.

Joined Trustworthy after a health crisis

In the meantime, Scott and his wife believed they were doing a great job organizing their own affairs. However, in early 2023, as Scott awaited an urgently needed heart transplant, it became evident that their organization was not as thorough as they had thought. With Scott in a medically induced coma while a donor heart was sought, his family struggled to access both critical and routine information they needed.

“I thought we were 90% organized, but my wife couldn't get into my phone,” Scott says. “And when her husband was laying there, likely going to die, the last thing she needed to be troubled with was, ‘What is the password to the TV account?’”

Ultimately, Scott received a life-saving transplant. As part of his journey to recovery, he saw the importance of maintaining a secure and organized digital system that everyone in his family could access.

That’s what led Scott, now 52, to the Trustworthy Family Operating System®, which empowered him with the ability to store and share digitized versions of important family documents. 

What if something happened to you? Trustworthy's award-winning tools help you collect, categorize, and share important documents, ensuring your family would be prepared.

What if something happened to you? Trustworthy's award-winning tools help you collect, categorize, and share important documents, ensuring your family would be prepared.

What if something happened to you? Trustworthy's award-winning tools help you collect, categorize, and share important documents, ensuring your family would be prepared.

And after creating his own Trustworthy dashboard, one of Scott’s first moves was to set up his adult children as collaborators and talk them through the platform and what was there. “If you're going to raise a family, you want them to know where your stuff is,” Scott says. “You want them to have that ease.”

And after creating his own Trustworthy dashboard, one of Scott’s first moves was to set up his adult children as collaborators and talk them through the platform and what was there. “If you're going to raise a family, you want them to know where your stuff is,” Scott says. “You want them to have that ease.”

Margueritte Andresen

Margueritte Andresen

Margueritte Andresen’s life has always demanded a high level of organization. With a career in capital markets, law firms, financial planning, and more, Margueritte’s legacy as a businessperson is well-established.

Margueritte Andresen’s life has always demanded a high level of organization. With a career in capital markets, law firms, financial planning, and more, Margueritte’s legacy as a businessperson is well-established.

“Leaving a legacy is extremely important to me.”

“Leaving a legacy is extremely important to me.”

“Leaving a legacy is extremely important to me.”

MARGUERITTE ANDRESEN

"The digitization of her documents has given us all peace of mind, and I really look at it as a gift she's given us."

"The digitization of her documents has given us all peace of mind, and I really look at it as a gift she's given us."

"The digitization of her documents has given us all peace of mind, and I really look at it as a gift she's given us."

MARIE EDWARDS, Margueritte's daughter

MARIE EDWARDS, Margueritte's daughter

Now 73, the retiree is focusing on how she can best organize and preserve her personal legacy and how she can pass it on to the people she loves most.

“Leaving a legacy is extremely important to me,” she says. “Although I have yet to fill out the books and videos on grandmotherly memories, I have hired trusted attorneys and investment advisors to help guide my financial investments, financial planning, and necessary legal documents.”

After a lifetime spent meticulously managing her affairs, Margueritte found that her “antiquated paper system” was difficult to navigate and nearly impossible to keep up to date.

The burden of managing that load eased when Margueritte’s daughter Marie Edwards introduced her to Trustworthy.

With Trustworthy, Margueritte has found a dynamic solution to ensure that all of her loved ones have access to important family documents relating to her care, her finances, and her wishes for the future. That’s reassuring to Marie too.

“My mom is very organized already, but her documents are inaccessible to me and my siblings — so in the event that something terrible happens, we now have access to docs like her health insurance,” Marie says. “She has everything labeled and in a filing cabinet, so she's done a great job, but I and two of my sisters live in California. She lives in North Carolina.

“The digitization of her documents has given us all peace of mind, and I really look at it as a gift she's given us."

Found Trustworthy's day-to-day value

Margueritte’s experience with Trustworthy hasn’t just provided peace of mind for her four children and 10 grandchildren; it’s also made managing her day-to-day affairs simpler.

“Trustworthy definitely improves my life. While many of the Trustworthy requested data points were easily retrieved, other data points such as renewal deadlines would have been missed without the thorough questioning prompted by Trustworthy,” Margueritte says.

Now 73, the retiree is focusing on how she can best organize and preserve her personal legacy and how she can pass it on to the people she loves most.

“Leaving a legacy is extremely important to me,” she says. “Although I have yet to fill out the books and videos on grandmotherly memories, I have hired trusted attorneys and investment advisors to help guide my financial investments, financial planning, and necessary legal documents.”

After a lifetime spent meticulously managing her affairs, Margueritte found that her “antiquated paper system” was difficult to navigate and nearly impossible to keep up to date.

The burden of managing that load eased when Margueritte’s daughter Marie Edwards introduced her to Trustworthy.

With Trustworthy, Margueritte has found a dynamic solution to ensure that all of her loved ones have access to important family documents relating to her care, her finances, and her wishes for the future. That’s reassuring to Marie too.

“My mom is very organized already, but her documents are inaccessible to me and my siblings — so in the event that something terrible happens, we now have access to docs like her health insurance,” Marie says. “She has everything labeled and in a filing cabinet, so she's done a great job, but I and two of my sisters live in California. She lives in North Carolina.

“The digitization of her documents has given us all peace of mind, and I really look at it as a gift she's given us."

Found Trustworthy's day-to-day value

Margueritte’s experience with Trustworthy hasn’t just provided peace of mind for her four children and 10 grandchildren; it’s also made managing her day-to-day affairs simpler.

“Trustworthy definitely improves my life. While many of the Trustworthy requested data points were easily retrieved, other data points such as renewal deadlines would have been missed without the thorough questioning prompted by Trustworthy,” Margueritte says.

Now 73, the retiree is focusing on how she can best organize and preserve her personal legacy and how she can pass it on to the people she loves most.

“Leaving a legacy is extremely important to me,” she says. “Although I have yet to fill out the books and videos on grandmotherly memories, I have hired trusted attorneys and investment advisors to help guide my financial investments, financial planning, and necessary legal documents.”

After a lifetime spent meticulously managing her affairs, Margueritte found that her “antiquated paper system” was difficult to navigate and nearly impossible to keep up to date.

The burden of managing that load eased when Margueritte’s daughter Marie Edwards introduced her to Trustworthy.

With Trustworthy, Margueritte has found a dynamic solution to ensure that all of her loved ones have access to important family documents relating to her care, her finances, and her wishes for the future. That’s reassuring to Marie too.

“My mom is very organized already, but her documents are inaccessible to me and my siblings — so in the event that something terrible happens, we now have access to docs like her health insurance,” Marie says. “She has everything labeled and in a filing cabinet, so she's done a great job, but I and two of my sisters live in California. She lives in North Carolina.

“The digitization of her documents has given us all peace of mind, and I really look at it as a gift she's given us."

Found Trustworthy's day-to-day value

Margueritte’s experience with Trustworthy hasn’t just provided peace of mind for her four children and 10 grandchildren; it’s also made managing her day-to-day affairs simpler.

“Trustworthy definitely improves my life. While many of the Trustworthy requested data points were easily retrieved, other data points such as renewal deadlines would have been missed without the thorough questioning prompted by Trustworthy,” Margueritte says.

Trustworthy helps aging parents easily organize their important information by combining our award-winning software with the professional services of Trustworthy Certified Experts™.

Trustworthy helps aging parents easily organize their important information by combining our award-winning software with the professional services of Trustworthy Certified Experts™.

Trustworthy helps aging parents easily organize their important information by combining our award-winning software with the professional services of Trustworthy Certified Experts™.

Trustworthy’s auto-reminders alert members when important documents, such as driver's licenses and passports, are about to expire.

“Trustworthy means peace of mind that my financial and personal information can be found in one trusted location and the digital documents can be easily shared with my loved ones,” Margueritte says. “I would advise anyone considering it to give Trustworthy a try, so you too can gain greater financial peace of mind.”

Kevin Rose

Kevin Rose

For Kevin Rose, managing documents is more than just a task — it’s a necessity for both his personal and business life.

For Kevin Rose, managing documents is more than just a task — it’s a necessity for both his personal and business life.

“My wife would say to me, 'What happens if something happens to you?'"

“My wife would say to me, 'What happens if something happens to you?'"

“My wife would say to me, 'What happens if something happens to you?'"

KEVIN ROSE

The 64-year-old family patriarch runs multiple businesses in Atlanta and further afield. The photographer and photo studio owner has spent decades managing company documents, which piled up fast.

“I would have books of data,” Kevin says. “I've had corporate resolutions that I've had sitting in binders for years. I've had estate plans sitting in my office for years and never had them scanned and never had them in one location that was easily available."

That changed when Kevin discovered Trustworthy.

Kevin’s switch to digital document storage not only made running his businesses easier, but also, more importantly, it gave him peace of mind toward ensuring his adult children are on good financial footing.

The 64-year-old family patriarch runs multiple businesses in Atlanta and further afield. The photographer and photo studio owner has spent decades managing company documents, which piled up fast.

“I would have books of data,” Kevin says. “I've had corporate resolutions that I've had sitting in binders for years. I've had estate plans sitting in my office for years and never had them scanned and never had them in one location that was easily available."

That changed when Kevin discovered Trustworthy.

Kevin’s switch to digital document storage not only made running his businesses easier, but also, more importantly, it gave him peace of mind toward ensuring his adult children are on good financial footing.

Start your Trustworthy membership today and let the Family Operating System® help you run the business of life.

Start your Trustworthy membership today and let the Family Operating System® help you run the business of life.

Start your Trustworthy membership today and let the Family Operating System® help you run the business of life.

"So there were documents in a lot of different locations, and that was the problem,” Kevin says. “My wife would say to me, ‘What happens if something happens to you?’

“She said, ‘Please make a list.’ And I always would laugh. I said, ‘It's too much work to make a list of everything, and you wouldn't understand it anyway.’ That's when I started looking into the possibility of going with some software out there that would consolidate everything.”

Organized his whole family on Trustworthy

But Trustworthy hasn’t just consolidated Kevin’s own information. He manages his adult children's finances and created up-to-date tax folders for them, as well as for his 88-year-old mother. 

The collaborative nature of Trustworthy means Kevin can use “granular sharing” to grant user access to specific folders and documents. This ensures every member of the family can access everything they need 24/7, even though it’s Kevin handling the organizing.

Additional features like Trustworthy’s Autopilot simplify the process of creating digital versions of decades’ worth of Kevin’s company documents. Using AI, Autopilot instantly analyzes each document to produce summaries, extract key details, and make filing recommendations.

Kevin says such innovative updates and the team behind them that have made Trustworthy stand apart from its digital-storage competitors.

“The other thing that I really like are the people that I've worked with at Trustworthy. They’ve been very willing to update and listen to my suggestions."

"So there were documents in a lot of different locations, and that was the problem,” Kevin says. “My wife would say to me, ‘What happens if something happens to you?’

“She said, ‘Please make a list.’ And I always would laugh. I said, ‘It's too much work to make a list of everything, and you wouldn't understand it anyway.’ That's when I started looking into the possibility of going with some software out there that would consolidate everything.”

Organized his whole family on Trustworthy

But Trustworthy hasn’t just consolidated Kevin’s own information. He manages his adult children's finances and created up-to-date tax folders for them, as well as for his 88-year-old mother. 

The collaborative nature of Trustworthy means Kevin can use “granular sharing” to grant user access to specific folders and documents. This ensures every member of the family can access everything they need 24/7, even though it’s Kevin handling the organizing.

Additional features like Trustworthy’s Autopilot simplify the process of creating digital versions of decades’ worth of Kevin’s company documents. Using AI, Autopilot instantly analyzes each document to produce summaries, extract key details, and make filing recommendations.

Kevin says such innovative updates and the team behind them that have made Trustworthy stand apart from its digital-storage competitors.

“The other thing that I really like are the people that I've worked with at Trustworthy. They’ve been very willing to update and listen to my suggestions."

"So there were documents in a lot of different locations, and that was the problem,” Kevin says. “My wife would say to me, ‘What happens if something happens to you?’

“She said, ‘Please make a list.’ And I always would laugh. I said, ‘It's too much work to make a list of everything, and you wouldn't understand it anyway.’ That's when I started looking into the possibility of going with some software out there that would consolidate everything.”

Organized his whole family on Trustworthy

But Trustworthy hasn’t just consolidated Kevin’s own information. He manages his adult children's finances and created up-to-date tax folders for them, as well as for his 88-year-old mother. 

The collaborative nature of Trustworthy means Kevin can use “granular sharing” to grant user access to specific folders and documents. This ensures every member of the family can access everything they need 24/7, even though it’s Kevin handling the organizing.

Additional features like Trustworthy’s Autopilot simplify the process of creating digital versions of decades’ worth of Kevin’s company documents. Using AI, Autopilot instantly analyzes each document to produce summaries, extract key details, and make filing recommendations.

Kevin says such innovative updates and the team behind them that have made Trustworthy stand apart from its digital-storage competitors.

“The other thing that I really like are the people that I've worked with at Trustworthy. They’ve been very willing to update and listen to my suggestions."

Kevin’s experience echoes the peace of mind that Sabrina, Bradley, Scott, and Margueritte have found through organizing their lives with Trustworthy. Whether it’s ensuring your family is cared for, simplifying everyday tasks, or managing a lifetime’s worth of documents, Trustworthy is there to support you every step of the way.

Don’t wait until it’s too late — take the first step toward a more organized and secure future with Trustworthy. You can try it for free for 14 days, without even having to provide a credit card number.

Kevin’s experience echoes the peace of mind that Sabrina, Bradley, Scott, and Margueritte have found through organizing their lives with Trustworthy. Whether it’s ensuring your family is cared for, simplifying everyday tasks, or managing a lifetime’s worth of documents, Trustworthy is there to support you every step of the way.

Don’t wait until it’s too late — take the first step toward a more organized and secure future with Trustworthy. You can try it for free for 14 days, without even having to provide a credit card number.

Written by Nash Riggins for Trustworthy.


Trustworthy is an online service providing legal forms and information. We are not a law firm and do not provide legal advice.

We help families protect, organize, and optimize their information. That is our passion, that is our purpose, that is our promise. Guaranteed.

We help families protect, organize, and optimize their information. That is our passion, that is our purpose, that is our promise. Guaranteed.

We help families protect, organize, and optimize their information. That is our passion, that is our purpose, that is our promise. Guaranteed.