How will you leave your legacy?

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Create impact.

We make it easy to give to charities and causes you are passionate about, so you can leave an impactful legacy. Here’s a few organizations people have put in their Will.

Create impact.

We make it easy to give to charities and causes you are passionate about, so you can leave an impactful legacy. Here’s a few organizations people have put in their Will.

Everybody
needs a Will.

More than 50 million Americans, just like you, know they need a Will, but haven’t gotten around to it yet.
We’re here to change that
our mission

Help everyone leave a lasting legacy.

Our platform is built and designed for over 50M US adults who acknowledge they need a will but haven’t gotten around to creating one yet. Our modern solution is private, comfortable, intelligent, and web-based to help individuals and couples protect their physical assets, digital assets, and health directives.

Team Trust & Will

Cody Barbo

Cody Barbo

Founder & CEO

“We started Trust & Will with a mission to help our friends and family protect their legacy. We've designed an experience with the everyday person in mind, taking a traditionally expensive and daunting process, and making it simple and secure.”

Cody Barbo is an entrepreneur and two-time founder from San Diego, CA. As CEO of Industry, a ‘LinkedIn’ for the service and hospitality industry, he took the company from idea to millions of dollars raised to build out their platform, team, and more. Cody is also the former CEO of Associated Students, a $26M non-profit in San Diego. Cody also serves on the San Diego State University Alumni Board of Advisors.

Daniel Goldstein

Founder & COO

"We're modernizing the entire estate planning experience, with a product that's simple enough for our parents and grandparents to use. By removing the barriers to entry we're making it as easy as possible to protect the things and people you love after you pass."

Daniel Goldstein is a product and marketing strategist. He spent most of his career in custom software development for top tier agencies in both San Diego and Chicago. He has helped funded startups and fortune 1000 companies like Marriott, Allstate, and Kia bring products to market. Daniel is a graduate of Baylor University and heavily involved in the local San Diego tech community.

Daniel Goldstein
Daniel Goldstein

Daniel Goldstein

Founder & COO

"We're modernizing the entire estate planning experience, with a product that's simple enough for our parents and grandparents to use. By removing the barriers to entry we're making it as easy as possible to protect the things and people you love after you pass."

Daniel Goldstein is a product and marketing strategist. He spent most of his career in custom software development for top tier agencies in both San Diego and Chicago. He has helped funded startups and fortune 1000 companies like Marriott, Allstate, and Kia bring products to market. Daniel is a graduate of Baylor University and heavily involved in the local San Diego tech community.

Brian Lamb

Brian Lamb

Founder & Head of Product

A former agency director and VP, Brian has led design & product teams for over a decade. Working with both Fortune 100 companies and funded startups, Brian has launched numerous user-centric products and services with an agile approach.

Eric Urhausen

Eric Urhausen

Lead Developer

Eric is a full stack developer and product manager. He has over 8 years of experience with early to mid-stage startups. He’s focused on the front end experience while also assisting with backend development.

Patrick Hicks

Patrick Hicks

Legal Counsel

Patrick is an attorney focused on estate planning. Patrick has experience in a broad range of estate planning issues, having counseled clients with needs ranging from fundamental estate planning to complex tax planning for estates of $50M to $100M.

Stephen Bero

Stephen Bero

Lead Developer

Stephen is a senior full stack developer with a decade of experience working at agencies and bringing products to market. He is well versed in MEAN stack, AWS, security, and high volume architecture and deployment.

Advisory Board

Dan Kehr

Dan Kehr

Legal Advisor

Dan Kehr is a partner in Best Best & Krieger LLP’s Business practice group, where he provides law services with more than 12 years in trust, Will, estate and succession planning legal services. Dan Kehr is leading our team of legal advisors as we expand state-by-state and into additional docs.

Matt Faulk

Matt Faulk

BASIC

Matt Faulk is the CEO and Executive Creative Director at BASIC, a design agency in San Diego that creates brand, digital and retail experiences that engage and connect with lifestyle inspired people across fashion, sport, entertainment, and digitally-led categories.

Melanie Speigelman

Melanie Spiegelman

Intuit / Zurple

Melanie Spiegelman is a former VP at Intuit where she led all software development for TurboTax (the No. 1-selling tax preparation software program), TurboTax for the Web (the most popular site for online tax preparation and filing services).

Legal Counsel

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