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.
Subscribe on Apple Podcasts
Subscribe on Spotify
Subscribe on Amazon Music
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
The spark, organizing a drawer turned into a mission
After exiting his last company, Randy set out to organize a drawer of appraisals, art certificates, and keepsakes.
The will he had just updated did not mention any of it.
Around the same time, his 104 year old grandmother passed, and even with a well documented estate, the family lacked clarity about personal items.
Those two moments connected, and Trusty was born to bring order and empathy to the “messiest part” of inheritance.
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.
Causeartist
AI under the hood
Trusty uses AI to remove busywork and reduce uncertainty.
- Image understanding fills asset fields after a photo is added
- Document understanding reads estate documents, pulls structured details, and creates an easy summary
- An agent lets you ask questions like, who is the executor, or what is each beneficiary set to inherit, and it will reference both your documents and your wishes
Randy’s philosophy is simple, Trusty is not an AI company, Trusty is a trusted way to share wishes, AI makes the experience faster and clearer.
Free for families, paid for advisors
The consumer app is free. Randy wants everyone to have access, regardless of wealth level. Revenue comes from the advisor side.
Banks, wealth managers, insurance brokers, estate attorneys, and related professionals will license a desktop experience to collaborate with clients and keep plans organized over time.
Designating charities and capturing meaning
Families can name charities as beneficiaries for specific items, either as direct donations or proceeds from a sale.
Trusty also supports a simple one to five scale for sentimental value, because a framed photo or a chair from a grandparent may matter more than its dollar amount.
Why this matters, the $84 trillion transfer
Over the next decade, trillions will move between generations in North America alone. Wills often cover financial accounts and real property, families tend to stumble on personal assets and unclear wishes.
Trusty aims to prevent conflict, preserve stories, and make transitions kinder.
Who Trusty helps
- Me, capture what you own, assign it, and leave context and love
- My parents, reduce the burden on the next generation and avoid guesswork
- My clients, give advisors a modern way to deepen relationships and reduce surprises
How it works, step by step
- Snap a photo, AI detects and tags details
- Store the facts, value, location, receipts, provenance
- Assign heirs, add a short video message that explains why
- Add estate plans, get summaries and quick answers
- Ask AI, simplify complexity and prepare next steps
- Invite trusted people, family and advisors collaborate
- Showcase treasures, admire and share discreetly
Favorite moments from the conversation
- The origin story that began with a drawer full of appraisals
- The video wish concept that turns inheritance into a personal message
- Upload a will, get a clear summary, then ask an agent anything about it
- A free consumer app by design, because meaning is not tied to net worth
- A simple slider for sentimental value, because stories carry weight
Causeartist BackOffice
Your Mission-Aligned Operations Team
From investor-ready financials to growth strategy, HR, compliance, and custom software—Causeartist BackOffice is your all-in-one operational partner. Built for impact startups, funds, and nonprofits, and powered by our experts.
Let us handle the back office—so you can stay focused on impacting the world.
