Making estate planning simple, affordable, and inclusive.
We’re transforming an industry with a data driven, design-first approach and best-in-class customer support. From our light-filled, open offices in San Diego, CA to our remote team members across the country, we’re all bound by our mission to make estate planning simple, affordable and inclusive.
"From my first day at Trust & Will I couldn’t believe how kind and genuine everyone was. With a transparent leadership team and management that prioritizes growth, working at Trust & Will is the best decision I’ve made."
— Molly Peters, Content Marketing Manager
We're data-obsessed industry vets, growth hackers, design nerds, and code masters.
We’re here to transform how the world thinks about estate planning. We have big aspirations and an even bigger vision for how we can simplify the entire process. Our team is diverse in interest and backgrounds, but we’re all bound by our mission to make estate planning simple, affordable, and inclusive.
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Cody Barbo
Co-Founder & CEO -
Daniel Goldstein
Co-Founder & COO -
Brian Lamb
Co-Founder & CSO
Live the life you want.
From day one, we’ve been committed to making Trust & Will a place where people can do the best work of their careers — sustainably. This means working reasonable hours. Spending each day in a welcoming, inclusive environment. Taking vacations when you need them. We believe in doing everything we can to help our team lead healthy, full lives.
2021 Best Places to Work
Our team loves working here. So much so that we earned a spot in Inc. Magazine’s 2021 Best Workplaces in America list. Even while working remotely, we make sure to maintain a culture of inclusivity, openness & fun. The only thing missing is you.
2020 CBInsights
We’re honored to be selected on CBInsights Fintech 250 among some of the biggest names in financial technology. Selected by CB Insights’ Intelligence Unit from a pool of 16,000 companies, their list of 250 of the top private fintech companies using technology to transform financial services is one of the most respected in the industry.
PERKS & BENEFITS
Making impactful and meaningful work is just the beginning.
![While it should be standard practice for companies to offer health benefits to their employees, it’s not always the case. At Trust & Will, it is—even alternative care like chiropractic and acupuncture.]()
Health & Wellness
While it should be standard practice for companies to offer health benefits to their employees, it’s not always the case. At Trust & Will, it is—even alternative care like chiropractic and acupuncture.
![Planning ahead is smart, and we’d like to help set you up for a great future.]()
401k
Planning ahead is smart, and we’d like to help set you up for a great future.
![We get it—growing a family is wonderful and exhausting. Many of us are parents, too. We respect your time away, and will support you as you transition back to work. These benefits apply to the birth, adoption or foster care placement of a new human in your life.]()
Parental Leave
We get it—growing a family is wonderful and exhausting. Many of us are parents, too. We respect your time away, and will support you as you transition back to work. These benefits apply to the birth, adoption or foster care placement of a new human in your life.
![We’re building a product we believe in. Invest in your yourself and your work through company equity. When we do well, we all do well. We’re in this together.]()
Equity
We’re building a product we believe in. Invest in your yourself and your work through company equity. When we do well, we all do well. We’re in this together.
![The way people work has changed. We offer all of our team members the option to work fully remote, and we’ll make sure you’re equipped to do your best work. Our HQ is always open for you as well.]()
Remote-First Company
The way people work has changed. We offer all of our team members the option to work fully remote, and we’ll make sure you’re equipped to do your best work. Our HQ is always open for you as well.
![Your growth is important to us. Expanding your skills, perspective and experiences are all supported here.]()
Professional Development
Your growth is important to us. Expanding your skills, perspective and experiences are all supported here.
![Work is important, but so is everything else. We want you to have time to do all the things that make you, you.]()
Generous PTO
Work is important, but so is everything else. We want you to have time to do all the things that make you, you.
There are no roles at this time. Please check back soon!
Trust & Will is committed to equality.
We are committed to providing an inclusive and welcoming environment for all members of our team. Trust & Will does not and will not discriminate on the basis of race, color, religion, gender, gender expression, age, national origin, disability, marital status, sexual orientation or military status.
