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Trusty provides an AI-powered platform to simplify estate planning for individuals and families. Its core product allows users to organize and track assets, understand existing estate plans, and align intentions with trusted beneficiaries. This secure, modern platform augments traditional wills, facilitating asset assignment and preserving legacies through a comprehensive digital approach.
The company originated from recognizing the inherent complexities and often unaddressed aspects of personal estate management. Trusty was founded on the insight that a more accessible, modern solution was crucial. This helps individuals gain clarity over their possessions and wishes, moving past the limitations of conventional estate planning methods.
Trusty serves individuals and families seeking to manage and protect their wealth across generations. The platform caters to contemporary wealth holders desiring an efficient method for comprehensive estate organization. Trusty’s central vision is to introduce unparalleled clarity to the estate planning process, ensuring legacies are effectively managed and preserved.
Trusty Estate has raised $730K across 1 funding round.
Trusty Estate has raised $730K in total across 1 funding round.
Trusty Estate has raised $730K in total across 1 funding round.
Trusty Estate's investors include Graphite Ventures, Alex Baker, iNovia Capital, Mistral Venture Partners.
Trusty Estate (Trusty Estate Inc., operating as Trusty) is a Toronto-based startup building an AI-powered estate planning platform that helps families digitize assets, document intentions, and share personal legacies beyond traditional wills.[1][2][3] It serves individuals, families, wealth holders, inheritors, and advisors—such as banks, insurers, and estate professionals—solving the problem of outdated, unclear estate planning that leads to family conflicts, lost heirlooms, and emotional gaps during wealth transfers.[1][4][5] Priced at a $199 one-time fee and available on iOS and Android, Trusty has raised $1M in pre-seed funding in July 2025 (co-led by Relay Ventures and Graphite Ventures, with Mistral Venture Partners and angels), fueling product development, AI enhancements, and North American expansion amid a $84T generational wealth shift.[1][2][3][5]
Early traction includes pilots with wealth teams and partnerships like Purpose Unlimited for advisor distribution, positioning Trusty as a complement to legal tools like Willful or Epilogue rather than a replacement.[1][3]
Founded in 2024 by Randy Frisch—former co-founder of Uberflip—Trusty rebranded in 2025 to focus on modernizing estate planning.[1][2][3] Frisch, drawing from his experience building successful SaaS products, identified a gap in how families handle non-legal assets like jewelry, art, heirlooms, and family boats, which traditional wills overlook.[1][5] The idea emerged from the need to digitize "Letters of Wishes"—informal guides often handwritten and easily lost—using AI to add clarity and sentiment during life's toughest transitions.[3][4][7]
Pivotal early moments include securing $1M pre-seed in July 2025 and launching the app with features like image recognition and video messages, quickly entering pilots with financial firms.[1][3]
Trusty's edge lies in blending AI simplicity with emotional depth, creating secure digital Letters of Wishes that humanize estate planning:
These features make Trusty faster, more accessible, and emotionally intelligent than static documents.[4]
Trusty rides the AI-driven modernization of fintech and estate tech, targeting the massive North American wealth transfer ($84T+ over decades) where digital natives demand intuitive tools for analog processes.[1][5] Timing aligns with rising AI adoption in personal finance—image recognition and agents like Max lower barriers for non-experts—while market forces like aging boomers and millennial inheritors amplify demand for conflict-reducing solutions.[2][4]
It influences the ecosystem by partnering with banks, insurers, and advisors (e.g., Purpose Unlimited), embedding into workflows to promote holistic planning and open end-of-life discussions, potentially setting standards for "human-centered" legacy tech.[1][3][4]
Trusty is poised to scale via partnerships, evolving from $199 consumer app to free/embedded service for mass adoption, with funds enhancing AI detection, workflows, and U.S./Canada go-to-market.[1][2][3] Trends like advanced AI agents and embedded finance will shape its path, enabling deeper integrations and global expansion as wealth shifts accelerate.
Its influence may grow by redefining estate tech as inclusive and compassionate, turning a painful process into a meaningful one—ultimately making every family's legacy as clear as their wishes.[4][5]
Trusty Estate has raised $730K across 1 funding round. Most recently, it raised $730K Seed in July 2025.
| Date | Round | Lead Investors | Other Investors |
|---|---|---|---|
| Jul 1, 2025 | $730K Seed | Graphite Ventures, Alex Baker | iNovia Capital, Mistral Venture Partners |