Company Profile

Trust & Will

  • Startup

San Diego, CA
United States
Trust & Will

About

Trust & Will is the leading online estate planning company in the U.S. We are on a mission to ensure that every American leaves a lasting legacy. We are eliminating the painful process of going through probate court by focusing on digital estate planning that is comprehensive yet does not require an attorney.

We’ve modernized estate planning with a design-first approach, layered on top of incredible customer support to help people throughout the process. All of our documents have been designed and approved by estate planning attorneys to meet the highest legal standards. Our process is simple, secure, and customized for your specific needs and state requirements. We also use bank-level security to protect and encrypt your personal information.

With more than 200,000 members, we are changing the way America plans for the future. We believe in the power of building and protecting multigenerational wealth. We make estate planning inclusive and affordable for everyone.

Founders Bio

Cody is Founder and Chief Executive Officer. Since starting Trust & Will in 2017, he has worked endlessly to make estate planning an affordable and inclusive option for all American families. Before founding Trust & Will, Cody was Founder and CEO of Industry, a ‘LinkedIn’ for the service and hospitality industry. As a volunteer, Cody serves on the San Diego State University Alumni Board of Advisors, and Phi Kappa Theta Fraternity’s National Foundation Board. At home, Cody is married, a father to a daughter, a dog dad, and loves to cook, exercise, and mentor other entrepreneurs in his spare time.

Honors & Awards

We announced our official partnership with AARP with a robust PR and social media rollout. Our press release distribution was picked up by 117 outlets for a potential audience reach of 136,000,000: Trust & Will Announces Estate Planning Benefits Exclusively For AARP Members

Business Insider interviewed Cody about being a parent and startup founder in this roundup on ‘WFH Warriors

Fast Company published Cody’s article, “How Fintech Leader Can Help Close the Racial Wealth Gap”; this opportunity is part of our ongoing relationship with the Fast Company Executive Board.

Cody Barbo co-authored an op-ed for the San Diego Union-Tribune with Anne Halsall, the co-founder of Winnie, about building diverse and inclusive workplaces: Building a diverse, inclusive workplace takes conviction. Here’s how to do it.

Spoke to several broadcast stations, including NBC Memphis, about the importance of estate planning for LGBTQ+ families during Pride Month: Mid-South expert discusses importance of estate planning for LGBTQ community

Joint press release with Notarize on the first eWills completed in Arizona and Indiana was distributed via PR Newswire: Trust & Will Announces First Electronic Wills (eWills) Signed in Arizona and Indiana

CBS Pittsburgh interviewed Cody Barbo about our Millennial Estate Planning Study: Millennials Paying More Attention To Life Planning As COVID-19 Pandemic Causes Wake-Up Call