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)
Funding (last 2 of 6 rounds)
Mar 2025
$25m
SERIES C
Feb 2023
$15m
LATE VC
Total funding: $63.1m
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.