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1. Introduction to Trustworthy 0:00
Trustworthy is an excellent organization tool for finances and overall life management.
It is particularly useful for estate planning.
2. Overview of the Dashboard 0:16
The dashboard allows you to upload files and automatically categorize them.
You can also manually upload files into specific tabs.
3. Using the Inbox 1:01
The inbox serves as a personal space to add files.
Files can be automatically organized by Trustworthy.
4. Setting Reminders 1:33
Reminders are automatically created for each account you set up.
You can view reminders in the Reminders tab.
5. Family ID Section 2:08
Store important documents like driver's licenses, social security numbers, and passports for each family member.
6. Finance Management 2:27
Input all financial information, potentially linking to bank accounts.
7. Property Management 2:50
Organize information about properties, including addresses and ownership details.
You can link contacts and set reminders for property-related tasks.
8. Password Management 5:21
Store and manage passwords securely.
You can add hints and link contacts for shared accounts.
9. Insurance Information 7:01
Input various insurance policies including life, medical, and auto insurance.
10. Tax Organization 7:54
Organize tax documents by year and jurisdiction.
Link contacts like accountants for easy access.
11. Legal Documents Storage 10:01
Store important legal documents such as wills, trusts, and power of attorney.
12. Business Management 11:21
Organize business-related information, including formation documents and tax IDs.
13. Sharing and Collaborating 15:04
Share documents securely with time-limited access.
Revoke access if needed.
14. Legacy Access for Estate Planning 18:29
Set up legacy access for family members to manage accounts after your passing.
15. Conclusion and Encouragement 19:06
Trustworthy is a comprehensive tool for organizing personal and financial information.
Utilize it to its fullest extent for better management.
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