Trusted Directive is a small, security-first team. There’s no sales team, no ticket queue, no chatbot standing between you and an answer. Request a partner demo or send a question — a real person replies, usually within one business day.
Thirty minutes with our team: the client vault, Gap Discovery, your dashboard, and the invitation flow. Financial advisors and estate planning attorneys each have their own program — the demo covers yours.
No sales team, no drip sequence — we reply personally within one business day.
Not ready for a demo? Ask anything — pricing, emergency access, security, or how the attorney program is designed around Model Rule 7.2 referral-fee rules. Families with questions are just as welcome as professionals.
We read every message and reply personally.
$120 the first year, with a 30-day free trial — and $60 a year after that. Both numbers, stated upfront, every time. See pricing →
Your documents are never held hostage and never deleted on cancellation; one-click export is in development for alpha. Read the FAQ →
We verify silence, not documents — a pre-authorized protocol designed to cover incapacity, not just death, in development for alpha. How it works →
Already using Trusted Directive? Log in to your client vault or the partner portal.