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Trust & Will
The easy, fast, and secure way to set up your estate plan online51-200 Employees
  • B2C
  • Growth Stage
    Expanding market presence
Website
Location
Company size
51-200 people
Total raised
$38M
Markets
LegalFinance TechnologyLegal TechEstate Planning
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People at Trust & Will

Founders
Brian Lamb
Head of ProductSan Diego
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Experienced UX director, interface designer, and product strategist
Background
Daniel Goldstein
COOSan Diego
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Co-Founder and COO - @Trust & Will -helping modernize the estate planning industry. Previously led strategy, sales, and operations at custom software agencies.
Background
  • Trust & Will

    COO

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  • Seamgen

    VP, Business Development • 3 years

  • Punchkick Interactive

    Director of Business Development • 2 years

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Cody Barbo
CEO • 7 yearsSan Diego
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@Trust & Will Founder/CEO , @Techstars Alumni, @San Diego State University Board Member
Background
Team
Misty Mittelman
Employee
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Fabio Valente
Data Quality Engineer • 4 yearsTemecula
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Via
I am a Data Quality Engineer with experience in dbt, Snowflake and Thoughtspot. In addition, I have a background in QA Engineering.
Luz Morfin
RecruiterLos Angeles
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Recruiter at Trust & Will
Courtney Mohr
Senior Software Engineer - Frontend • 5 years
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Meagan Manion
Member Success Lead • 4 years
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Zach Cannon
Sr. Partnerships & Performance Marketing Manager • 4 years
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Malu Kineret
Business Development Representative • 4 years
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Andres Mazabel
Business Development Manager • 5 yearsSan Diego
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Business Development Manager at Trust & Will — helping RIA's//Advisors have access to a modern Estate Planning platform.
Fabio Valente
Member Success Lead • 4 years
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molly peters
Content Marketing Manager • 4 years
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Brian Lamb
Co-founder & Head of ProductSan Diego
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Experienced UX director, interface designer, and product strategist
Megan Modl
Head of Design • 5 yearsSan Diego
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Via
A product designer who has spent 5+ years creating and optimizing products for social-good non- and for-profits and seed-level to enterprise SAAS companies.
Amanda Mahayni
Paid Media Manager • 5 years
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Katie Fellenz
Head of MarketingSan Diego
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Head of Marketing @ Trust & Will | We're Hiring! Katie Fellenz is a Startup Marketer, Advisor and Investor.
Eric Urhausen
Head Of Engineering • 7 yearsSan Diego
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Engineer with experience providing ground-up management over full scale web and mobile applications.
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Board members and advisors
Allyson Downey
AdvisorNew York
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A
CEO and co-founder Stellar / @Stellar, a TechStars start-up. @Columbia MBA and MFA, undergrad @Colby. Idea volcano.
Daniel Goldstein
Board MemberSan Diego
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B
Co-Founder and COO - @Trust & Will -helping modernize the estate planning industry. Previously led strategy, sales, and operations at custom software agencies.
Cody Barbo
Board Member • 7 yearsSan Diego
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B
@Trust & Will Founder/CEO , @Techstars Alumni, @San Diego State University Board Member
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Former team
Joshua Munoz
Financial & Data Analyst • 3 years
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Allison Fortson
Customer Success Manager • 2 years
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Via
Taylor J Lake
Web Developer Contract • 4 months
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Philip Taft-Dick
Junior Web Developer
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