Estates Made Simple
Welcome to the “Estates Made Simple” Podcast, hosted by Gordon VanderLeek, a licensed lawyer specializing in wills, estates and trusts, and Jenna Carvalho, an estate and trust consultant with over 10 years experience helping families secure their assets and plan for the future. We are a bi-weekly podcast that discusses the complicated and often confusing world of estate administration. Our goal is to provide you with the insight, knowledge and resources to help you navigate this complex process. Every episode we bring our unique perspective to provide listeners with unbiased information and practical tips to ensure success and mitigate risk. Even if you are not an executor, there will be topics of interest as you consider planning options for your own estate. Join us for helpful tips and important information on navigating estate administration so you can achieve peace of mind as an executor or administrator.
Estates Made Simple
Preserving Legacy with Tech: How Trusty Estate Bridges the Estate Gaps
Episode Summary
In this episode, Gord and Jenna welcome Randy Frisch, a two-time tech founder and CEO of Trusty Estate, to discuss a common challenge in estate planning: what happens to the meaningful, personal items that aren't covered in a traditional will?
Randy shares how his app, MyTrusty.ai, helps individuals document and assign personal valuables—like heirlooms, keepsakes, or high-value items—by combining modern AI tools with estate planning principles. The app allows users to upload images, record video wishes, store important documents, and grant secure, time-sensitive access to executors after death. The goal? Reduce ambiguity, ease the executor’s role, and preserve family harmony.
What You'll Learn
- Why Wills Aren’t Enough: Wills often overlook sentimental or non-financially significant items, leaving executors to guess what the deceased “would have wanted.”
- Letter of Wishes, Reinvented: MyTrusty.ai digitizes and enhances this practice, allowing users to express intentions clearly through written notes and even video recordings.
- Preventing Disputes: Personal stories paired with clear instructions reduce the risk of conflict and confusion among family members.
- Smart Document Storage: Users can upload their will, POA, and other important files and access AI-generated summaries in plain language.
- Executor Access, Done Right: Secure, controlled access is only granted to designated parties once the death is verified and validated.
- Support for Advisors: MyTrusty.ai works in partnership with lawyers, accountants, and financial advisors—not as a replacement, but as a complement.
Key Quote
“We wanted to create a way to preserve the intention behind a gift—not just the item itself. A bracelet, a painting, a watch—they all come with stories. This helps make sure those stories and wishes are passed on clearly.” – Randy Frisch
Try the App
You can find MyTrusty.ai on the App Store or Google Play or visit mytrusty.ai to learn more. If you work with an advisor, ask if they offer access through their practice.
Hosts:
Jenna Carvalho
The smartest way to choose an executor.
Guardian Estate Company
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Gordon VanderLeek
Give your family a legacy of protection - Wills, Estates and Trusts.
VanderLeek Law
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