Trust & Will
Trust & Will is a digital estate planning platform that helps Americans create wills, trusts, and other legal documents online. It has served over one million individuals and families, and raised $82M in funding, most recently in a Series C round in April 2025.
The growth story
Trust & Will grew from 58 to 140 employees between 2021 and 2026, raising $82M along the way, most recently a Series C in April 2025.
About
Trust & Will sells an online platform for creating estate planning documents like wills, trusts, and healthcare directives. Its products are tailored to state-specific laws and designed for individuals and families seeking accessible, attorney-approved solutions.
The company launched EstateOS, an AI-powered platform for managing legacies, in 2025. It has 140 employees and has raised $82M from investors including AARP, Amex Ventures, and Cerity Partners Ventures.
Founders and leadership
Sales is the largest function at Trust & Will, with 14 employees. The company is led by founders who launched the business in 2017 and have scaled it to 140 staff.
The Trust & Will org chart
Cody Barbo (Founder & CEO) leads 54 mapped leaders with 5 direct reports. Click +N to expand a team; names link to the person’s public profile.
Departments, and which ones grew
Headcount by function: Sales 17 (-11% YoY), Engineering 17 (-23% YoY), Operations 16 (-33% YoY), Marketing 13 (+8% YoY), Business Development 13 (-13% YoY), Information Technology 8 (-11% YoY).
Talent flow
Trust & Will hires heavily from Intuit, Microsoft, and Stash. Alumni often move to legal and financial startups like Promissory and Legal Karma. The median tenure is one year, suggesting high turnover.
Most common previous employers of Trust & Will staff: Intuit (5), Microsoft (4), Stash (4), EZ Texting (3), Nordstrom (3), Seamgen (2). Former Trust & Will employees most often moved to Promissory (4), Legal Karma (4), Vanilla (3), Vendelux (2), GivingData by Foundant (2), Weekly Accounting (1).
Alumni worth knowing
The Trust & Will mafia
Eight Trust & Will alumni have founded companies, including Scrivnr (28 staff), Promissory (7 staff), and Velocity Edge Advisors (3 staff).
10Byron Ricardo Batres, was General Manager - Probate until 2023Brian Lamb, was Chief Strategy Officer (CSO) until 2024Monica Ross Stevenson, was Head Of Operations until 2024Eric Urhausen, was Head of Engineering until 2024Doug Luftman, was Chief Legal Officer & Corporate Secretary; Senior Advisor until 2024Patricia Sebold, was Search Engine Optimization & Web Manager until 2024
Morgan Polson, was Advisor Solutions Specialist (Account Executive) until 2021
Ashlea H., was Product Support & QA Specialist until 2025
Gabriella W., was Director of Influencer Marketing until 2024
Jesse Ignell, was Senior Product Manager II until 2026Web traffic
Traffic mix: 39% direct, 35% search, 3% social, 3% paid.
What this company is made of
Most common skills at Trust & Will: Communication (53), Leadership (53), Customer Service (51), Social Media (48), Microsoft Office (47), Management (41), Microsoft Excel (41), Sales (35).
Where the team actually sits
Trust & Will people are concentrated in California, United States (40), Texas, United States (6), United States (6), New York City Metropolitan Area (6).
Search footprint
Trust & Will attracts about 36,300 organic search visits a month, traffic worth roughly $896K a month if bought through ads. It gained 15,116 ranking keywords and lost 26,802 in the last period.
What employees say
- Compensation
- 3.60 / 5
- Career opportunities
- 3.20 / 5
- Senior management
- 3.10 / 5
- Work-life balance
- 3.70 / 5
Frequently asked
Trust & Will has 140 employees as of September 2026.
Trust & Will has raised $82M in total, most recently a Series C round in April 2025.
Trust & Will was founded in 2017 by Cody Barbo, Daniel Goldstein, Andy Kuchera, NQPC.
Cody Barbo (Founder & CEO) sits at the top of Trust & Will's reporting structure, with 5 direct reports.
The most common previous employers of current Trust & Will staff are Intuit (5 people), Microsoft (4 people), Stash (4 people).
Former Trust & Will employees most often move to Promissory (4), Legal Karma (4), Vanilla (3).
At least 8 companies have a founder who previously worked at Trust & Will, including Scrivnr, Promissory, Velocity Edge Advisors.
Trust & Will attracts about 36,300 organic search visits a month, worth roughly $896K a month in equivalent ad spend.
The most common skills among Trust & Will staff are Communication, Leadership, Customer Service, Social Media, Microsoft Office.
Trust & Will staff are concentrated in California, United States (40), Texas, United States (6), United States (6).
Trust & Will has about 17 people in Sales, down 11% over the past year, as of September 2026.
Trust & Will has about 17 people in Engineering, down 23% over the past year, as of September 2026.
Computed from 103 current and 133 former Trust & Will profiles, as of September 2026. Source: Crustdata.
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