Trusty vs Invst Freedom Embark

Most estate plans explain what. Very few explain why. Trusty is your family's Estate Binder, created with the guidance of your financial advisor. Organize your assets, keep important documents in one secure place, capture the people who matter, and preserve your wishes — all compiled into a personalized Estate Binder that grows with every conversation. The hardest moments aren't just about finding documents. They're about understanding the decisions behind them. When someone you love is gone, the questions aren't just "Where is the will?" They're "Why was this decided? What would they have wanted?" Trusty preserves those answers long before they're needed — so your family inherits more than documents. They inherit clarity. WISHES — THE WHY BEHIND EVERY DECISION (NEW) • Assign meaningful items to the right people • Explain the reasons behind your plans, in your own words • Leave guidance for your family • Preserve stories, photos, and memories • Record video wishes your family can return to ASSETS — EVERYTHING OF VALUE See it all in one place: financial accounts, real estate, jewelry, vehicles, and private investments — with the details, value, and meaning behind each one. PLANS — EVERY IMPORTANT DOCUMENT Keep your will, power of attorney, insurance policies, and other estate documents organized and ready. No more guessing what exists or where it lives. PEOPLE — EVERYONE WHO MATTERS Family, advisor, lawyer, accountant, close friends. Everyone's role is clear, so nothing is left to guesswork. YOUR ESTATE BINDER — ONE TRUSTED RECORD: Everything you capture is brought together in your personalized Estate Binder — available digitally and professionally printed — preserving not just your information, but the context your family will one day need. GUIDED, WITH YOUR ADVISOR Estate planning evolves as your life does. Trusty gives you and your advisor a shared place to build and evolve your Estate Binder over time: step by step, at your own pace, with guidance at every stage. AVAILABLE THROUGH YOUR ADVISOR Trusty is provided as part of your advisor relationship. Your advisor's invitation includes the full Trusty experience, including your professionally printed Estate Binder, at no additional cost to you. A will says what. Trusty helps your family understand why. Start with one thing. An account your family doesn't know about. A keepsake with a story worth preserving. Build your legacy, one conversation at a time.

Transform Your Financial Future with Personalized Wealth Management Invst is your comprehensive personal wealth management platform designed to help you live the life you want by making money work for you. Whether you're just starting your financial journey or looking to optimize your existing strategy, our app provides the tools, guidance, and expertise you need to build lasting wealth. WHAT MAKES INVST UNIQUE • Personalized Financial Life Scorecard - Get a complete assessment of your financial health across Protection, Assets, Liabilities, and Cash Flow • AI-Powered Recommendations - Receive tailored advice based on your unique financial situation and goals • Expert Advisor Network - Connect with certified financial advisors when you need professional guidance • Interactive Onboarding Journey - Complete questionnaires that adapt to your responses for maximum personalization • Real-Time Progress Tracking - Monitor your financial improvement with dynamic scorecards and actionable tasks KEY FEATURES Financial Health Assessment: Comprehensive 20-question Financial Life Scorecard Instant scoring across four critical financial categories Personalized improvement recommendations Track progress over time Smart Wealth Building Tools: Real-time net worth calculation Cash flow analysis and budgeting tools Investment portfolio tracking and optimization Protection planning for insurance and estate needs Personalized Action Plans: Custom task lists based on your scorecard results Step-by-step guidance for financial improvements Priority-based recommendations for maximum impact Progress tracking with completion rewards Professional Support: Connect with certified financial advisors Schedule consultations and planning sessions Receive professional financial plans and deliverables Access to wealth management expertise Phase 1 - Peace of Mind & Harmony: Discover your WHY and financial motivations Identify WHO you want to become financially Set up your financial GAMEBOARD Phase 2 - Value & Wealth: Learn the 15 essential financial RULES Master wealth-building EXECUTION strategies ACCELERATE your path to financial freedom PRIVACY & SECURITY Your financial data is protected with: Bank-level 256-bit encryption Secure cloud storage Privacy-first data handling No selling of personal information Compliance with financial industry standards EDUCATIONAL RESOURCES Curated financial news and insights Educational content library Market updates and analysis Financial planning guides and tools FOR EVERYONE Perfect for: Young professionals starting their financial journey Families planning for the future Pre-retirees optimizing their strategy Anyone seeking financial clarity and direction START YOUR JOURNEY TODAY Download FinAdvice and take the first step toward financial freedom. Complete your Financial Life Scorecard in just 10 minutes and discover your personalized path to wealth. "A Personal Wealth Management Building Program Designed FOR YOU, BY YOU So You Can Live A Wealthy, Work-Optional Life Before & Beyond Retirement"