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Trust & Will
Online trust and estate planning service
- 21-100 employees
- B2C
- Personal finance
- Legal
- Financial Services
- West Laurel Studios, San Diego, CA
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Company mission
Trust & Will's mission is to help every family leave their legacy.
Our take
Planning an estate can be a stressful process, particularly due to how antiquated the organization process feels. Regardless of whether someone is looking to set up a trust or a will, most estate planning will consist of relentless paperwork and long waiting times, a process that adds additional difficulties during an uncomfortable period.
Trust & Will provides an online service for the planning of estates, offering trust-based estate plans, will writing, and guardian nomination. The service is designed to facilitate quick and stress-free setting up of a customized estate plan in less than 30 minutes, eliminating the complications and lengthy paperchain usually associated with estate planning.
Whilst online estate planning is very much a norm these days, Trust & Will presented itself as an early pioneer in the sector and has continued to be a leader in this space. With the market set to grow considerably, with more states putting in place digital wills and estate planning laws, the company is well set to make the most of these new opportunities, especially considering it has more than doubled its revenue and garnered new funding from several high-profile institutions to further build upon its momentum.
Freddie
Company Specialist at Welcome to the Jungle
Benefits
- Join an Inc. Magazine Best Workplace of 2021 winner!
- Unlimited time off that you are encouraged to use (including monthly friends & family days and time to volunteer in your community)
- Fantastic health benefits including medical, dental, vision, life insurance, and generous parental leave
- Financial wellness benefits (planning support, tax preparation, equity options, and employee-sponsored 401k)
- Great work environment (100% Remote all the time!)
- $500 Work from home stipend + new mac & Apple accessories
- A formal mentorship program, guest speakers & reimbursement for learning opportunities
- Flexible schedule and 4 seasonal company breaks per year
- Company-sponsored events and travel throughout the year
- Free estate planning for your family (guardianship, will or trust)
Company values
- Take deliberate action
- Rumble together
- Understand why, always
- Stand in our members shoes
- Test and learn quickly
- Win together
- Invest in each other
- Lead by example
- Live gratefully
Funding (last 2 of 5 rounds)
Feb 2023
$15m
LATE VC
Nov 2020
$15m
SERIES B
Total funding: $38.1m
This company has top investors
Leadership
Cody Barbo
(CEO)Experience as Co-Founder of Niche from 2013 to 2014, and as Founder & CEO of Industry from 2014 to 2017.
Daniel Goldstein
(COO)Experience as Director of Business Development for Punchkick Interactive from 2012 to 2014. Was also Vice President of Strategy and Business Development for Seamgen.
Brian Lamb
(CSO)Experience as Senior Interactive Designer for Ninthlink, and was Vice President of User Experience for Seamgen from 2013 to 2017.
Diversity, Equity & Inclusion at Trust & Will
Sam Adams (Employee Experience Manager)
- We are committed to equality and ensuring a diverse and inclusive workplace where we can learn from each other is core to our values. To achieve this goal we prioritize team training, inviting speakers from a variety of backgrounds and expertise, and bringing our team together to collaborate on how we can continue to be a respectful and engaging place to work at
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Endorsements
All
Meaningful work (1)
Nice people (1)
Focus on employee wellbeing (1)
I love working at Trust & Will because our mission and vision to help people leave their legacy is clear and powerful. I feel connected to both my work and the team that we have put together to accomplish our goals.
People, HR, Recruitment
Meaningful work
Apr 2022
Since joining the Trust & Will team everyone has been welcoming and kind throughout the recruitment process and into onboarding + day-to-day work. You can feel that the team is engaged and we all care about both the work that we are accomplishing and more importantly the person behind those contributions as well.
People, HR, Recruitment
Nice people
Apr 2022
It is refreshing the emphasis the team has on work/life balance and that it doesn't have the chaotic pace of a start-up that you might normally expect. Trust & Will offers excellent benefits you'd come to expect like unlimited PTO, friends and family days, company-wide seasonal breaks, and exceptional parental leave... but the most important piece is that you are encouraged to use the time and are not made to feel guilty for taking it. Dreams do come true!
People, HR, Recruitment
Focus on employee wellbeing
Apr 2022
