For individuals and families

    Browse with Confidence

    Every professional currently on Trustody has been personally reviewed by our team before being included.

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    Why a warm introduction?

    Professional relationships are often built through trusted networks. A warm introduction brings that kind of connection to individuals and families, giving both you and the professional a better place to start.

    • Some professionals are selective about new matters or prefer introductions through people and networks they know. A response can depend on the type of work, capacity, availability, geography, conflicts, referral preferences, and other fit considerations.

    • A search result can show who is out there. A warm introduction gives both sides useful context before they connect, and professionals may be more likely to respond when that context is clear.

    • Trustody connects you with professionals by reviewing what you need and identifying a few who appear to fit your situation. You review the options and choose whom you would like to meet. After you choose, Trustody coordinates the warm introduction, so you remain in control.

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    How it works

    1. Step 1: Tell us what you need
    2. Step 2: We review your request and find a few professionals who may be a good fit
    3. Step 3: We send you those options to review
    4. Step 4: You choose who you’d like to meet
    5. Step 5: We coordinate the warm introduction
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    Explore your options

    Browse by profession

    Start with the kind of guidance you need. Available profiles open directly; more are being added.

    Estate Planning Attorney

    Wills, trusts, probate, and multi-generational estate strategy.

    Directory coming soon

    Wealth Manager

    Holistic financial planning, investment management, and long-term wealth strategy.

    Directory coming soon

    CPA

    Tax planning, accounting, and compliance for individuals, families, and trusts.

    Directory coming soon

    Insurance

    Life, long-term care, and liability coverage tailored to your estate plan.

    Directory coming soon

    Fiduciary

    Independent professionals who manage assets and decisions in your best interest.

    Directory coming soon

    Corporate Trustee

    Institutional trustees for complex, multi-generational, or high-value trusts.

    Directory coming soon

    Immigration Attorney

    Cross-border planning, visas, and citizenship considerations for global families.

    Directory coming soon

    Not sure who’s right for you?

    Tell us what you’re looking for. We’ll review your needs, find a few professionals who may be a good fit, and let you choose who you’d like to meet.

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