Trust & Will

OverviewSuggest Edit

Trust & Will is an online service providing legal forms and information. The Company's solution is private, intelligent, and web-based to help individuals and couples protect their physical assets, digital assets, and health directives.

HQSan Diego, CA, US

Latest Updates

Employees (est.) (Jul 2021)50
Cybersecurity ratingAMore

Key People/Management at Trust & Will

Cody Barbo

Cody Barbo

Founder & CEO
Daniel Goldstein

Daniel Goldstein

Founder & COO
Brian Lamb

Brian Lamb

Founder & Head of Product
Patrick Hicks

Patrick Hicks

Legal Counsel
Dan Kehr

Dan Kehr

Legal Advisor
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Trust & Will Office Locations

Trust & Will has an office in San Diego
San Diego, CA, US (HQ)
961 W Laurel St
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Trust & Will Financials and Metrics

Summary Metrics

Founding Date


Trust & Will total Funding

$23 m

Trust & Will latest funding size

$15 m

Time since last funding

9 months ago

Trust & Will investors

Trust & Will's latest funding round in November 2020 was reported to be $15 m. In total, Trust & Will has raised $23 m
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Trust & Will Operating Metrics

Trust & Will's Assets Under Management was reported to be $15.1b in Dec, 2019. Trust & Will's Registered Members was reported to be 60 k in Dec, 2019. Trust & Will's Users was reported to be 160 k in Nov, 2020.
Dec, 2019Nov, 2020

Assets Under Management

$15.1 b

Life Insurance Coverage

$2.7 b

Registered Members

60 k


160 k
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Trust & Will Cybersecurity Score

Cybersecurity ratingPremium dataset



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Trust & Will Online and Social Media Presence

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Trust & Will News and Updates

Trust & Will raises $15M as digital estate planning hits mainstream

Let’s get something morbid out of the way right up front: estate planning is a growth business in 2020. Whether you need to create or update a will, build a family trust, or sign over power of attorney for end-of-life decision-making, it’s been a heck of a year for many families, and even more peopl…

I spent years dragging my feet on getting a will, but Trust & Will helped me do it online for $119

With two kids and a third on the way, I knew it was finally time to get a will put into place to protect my family. A will tells the legal system and my family what my wife and I would want to happen with my money and kids if we were not around to take care of them. If you have kids or significant…

San Diego’s Trust & Will raises $6 million for online estate planning

Estate planning in the U.S. is a $180 billion industry and unlike many of the other areas in the multi-trillion dollar financial services market, it’s one that has yet to see a slew of technology companies come in to try and improve efficiencies. One notable exception is Trust & Will, the San Di…

Trust & Will Frequently Asked Questions

  • When was Trust & Will founded?

    Trust & Will was founded in 2017.

  • Who are Trust & Will key executives?

    Trust & Will's key executives are Cody Barbo, Daniel Goldstein and Brian Lamb.

  • How many employees does Trust & Will have?

    Trust & Will has 50 employees.

  • Who are Trust & Will competitors?

    Competitors of Trust & Will include LegalZoom, Professional Choice and Commonwealth of Pennsylvania.

  • Where is Trust & Will headquarters?

    Trust & Will headquarters is located at 961 W Laurel St, San Diego.

  • Where are Trust & Will offices?

    Trust & Will has an office in San Diego.

  • How many offices does Trust & Will have?

    Trust & Will has 1 office.