FinovateFall 2023 / Trust & Will
Presenter Profile:
How they describe themselves: Trust & Will simplifies estate planning with attorney-approved, state-specific documents, aiding hundreds of thousands since 2017. Our secure platform, compliant with SOC 2 and HIPAA standards, offers affordable ways to create or settle estates. AARP and top financial institutions endorse us as the official estate planning provider due to our mission of securing every family’s legacy. Learn more at trustandwill.com.
How they describe their product/innovation:
- Planning: easy-to-use products are designed to help you create your estate plan
- Probate: affordable, online probate services
- Advisors: helps financial advisors and firms deliver peace of mind to their clients by offering a comprehensive estate planning solution
Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B), Through financial institutions, Through other fintech companies and platforms
Contacts:
Bus. Dev.: Cody Barbo (CEO), cody@trustandwill.com
Press: Danielle Nuzzo (Head of Comms), danielle@trustandwill.com
Website: trustandwill.com
LinkedIn: linkedin.com/company/trustandwill
Twitter: @trustandwill
HQ: San Diego, CA, USA
Founded: August 2017
Product Demoed: Trust & Will Planning, Probate, & Advisor
Metrics: $48M, 2023 Rev: $11M, 2024 Rev. Projected: $24M, ~80 employees
Presenter: Cody Barbo, CEO
- Key Executives
Cody Barbo (CEO), Daniel Goldstein (COO), Brian Lamb (CSO)
Key Stats
- Key Board Members
Victor Echevarria (Partner, Jackson Square Ventures), Jesse Draper (Founder, Halogen Ventures), Rob Chaplinsky (Co-Founder & Managing Director, Link Ventures)
- Key Investors
AARP, UBS, USAA, Northwestern Mutual, SEI, Jackson Square Ventures, Link Ventures, Halogen Ventures
- Key Advisory Board Members
Michael Barry (Managing Director, UBS)
- Key Partners
American Express, AARP, SEI, Fidelity, Fifth Third Bank, Northwestern Mutual, Haven Life, Tuscon Federal