What Does Trust & Will Do?

Total employees119
HeadquartersSan Diego
Founded2017

Trust & Will is a leading online service provider simplifying estate planning for individuals and families across the United States. They offer user-friendly tools to create legally valid wills, trusts, guardianships, and probate services, making these essential legal processes accessible and affordable. Their platform is designed to remove the complexity and high costs typically associated with traditional estate planning, empowering users to secure their futures and protect their loved ones with ease.

Where Is Trust & Will's Headquarters?

Trust & Will officeTrust & Will officeTrust & Will officeTrust & Will office
*Images sourced via web search. Rights belong to original owners

HQ Function

Serves as the conceptual and administrative hub for the company's nationwide remote operations, coordinating product development, marketing, customer support, and legal expertise for their online estate planning services.

Notable Features:

As a fully remote company, the 'headquarters' is more of a conceptual base and registered address rather than a traditional physical office with specific architectural features. The company prioritizes robust digital infrastructure and collaboration tools.

Work Culture:

Trust & Will fosters a flexible, remote-first work culture centered on collaboration, innovation, and a mission-driven approach to making estate planning accessible. There is a strong emphasis on work-life balance and leveraging technology to connect and empower a distributed team.

HQ Significance:

The San Diego base signifies the company's origins and its connection to California's vibrant tech and innovation ecosystem. Its remote-first operation model reflects modern business agility and a commitment to attracting talent nationwide.

Values Reflected in HQ: The remote-first approach reflects core values such as flexibility, accessibility, efficiency, employee empowerment, and trust in team members to deliver high-quality work regardless of physical location.

Location:

Trust & Will's estate planning services are currently designed for and legally compliant within the United States, available in all 50 states. While their online platform and informational resources can be accessed globally, their primary operational and service delivery footprint is U.S.-based due to the nature of state-specific legal requirements for estate planning.

Street Address:

969 G St

City:

San Diego

State/Province:

CA

Country:

USA

Where Else Does Trust & Will Operate Around the World?

No additional office locations available.

Buying Intent Signals for Trust & Will

Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Who's Leading Trust & Will? Meet the Executive Team

As of April 2025, Trust & Will' leadership includes:

Cody Barbo - Founder & CEO
Daniel Goldstein - Co-Founder & COO
Brian Lamb - Co-Founder & CPO
Patrick Hicks - General Counsel
Jon Sandruck - VP of Engineering
Trevor Hendershott - VP of Marketing
Liz Grapa - VP of People

Who's Investing in Trust & Will?

Trust & Will has been backed by several prominent investors over the years, including:

Jackson Square Ventures
Fifth Third Capital
Northwestern Mutual Future Ventures
Revolution's Rise of the Rest Seed Fund
Techstars
Aflac Ventures
Link Ventures
Gaingels
Alumni Ventures

What Leadership Changes Has Trust & Will Seen Recently?

Hire0
Exits0

Based on publicly available information and news releases over the past 12 months (May 2023 - May 2024), there have been no major widely publicized executive (VP level and above) hires or departures at Trust & Will, indicating a period of stability in its core leadership team. Private companies may not always announce all executive changes publicly.

What Technology (Tech Stack) Is Used byTrust & Will?

Discover the tools Trust & Will uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.

Trust & Will Email Formats and Examples

Trust & Will commonly utilizes an email format of `first name` followed by `@trustandwill.com`. Other formats, such as `first initial``last name` or `first.last` combined with the domain, might also be in use for some employees or specific departments.

first@trustandwill.com

Format

example@trustandwill.com

Example

85%

Success rate

What's the Latest News About Trust & Will?

Business Wire • April 23, 2024

Trust & Will Partners With Ladder To Offer Affordable Term Life Insurance Alongside Best-in-Class Estate Planning

Trust & Will announced a partnership with Ladder to integrate affordable term life insurance options into its estate planning platform, providing users with a comprehensive approach to financial security and legacy protection....more

PR Newswire • January 24, 2024

Trust & Will Recognized as Top Workplace USA for Second Consecutive Year

Trust & Will has been awarded the 2024 Top Workplaces USA national award, marking the second year in a row the company has received this recognition for its exceptional workplace culture and commitment to its employees....more

Business Wire • October 18, 2023

Trust & Will Announces Integration with Wealthbox to Streamline Estate Planning for Financial Advisors

Trust & Will has integrated its platform with Wealthbox, a leading CRM software for financial advisors. This collaboration aims to enhance the estate planning process, making it more efficient for advisors to serve their clients' needs....more

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