Meet Trusty AI - The Future of Estate Planning, Powered by AI
Manage episode 505568650 series 3684842
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.
Modular Minds, presented by Ultrasafe, features candid conversations with AI startup founders, industry leaders, and public sector pioneers shaping the next chapter of artificial intelligence.
About Ultrasafe
Modular Minds is brought to you by Ultrasafe, the leader in end-to-end AI solutions for the enterprise and sovereign.
Ultrasafe delivers modular AI systems designed to be fully deployed in your infrastructure.
This means you own everything—the model, the logic, and the stack—with no external calls or third-party exposure. Their solutions run on-premise, on the cloud, or at the edge, making them the gold standard for enterprise privacy and data security.
Instead of monolithic, one-size-fits-all models, Ultrasafe builds smaller, faster, and more accurate expert models tailored to your specific workflows, from legal QA to supply chain optimization.
They deliver a complete, ready-to-run solution, giving you the power of AI entirely under your control.
To learn more and get started, visit Ultrasafe.
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