3 minute read

Trust & Will Named One of America's Fastest-Growing Private Companies on the 2023 Inc. 5000 List

Estate Planning and Probate Startup Recognized as a Top Company in Financial Services Across the Country

SAN DIEGO, August 15, 2023 Trust & Will, the leading digital estate planning and settlement platform, proudly announces its placement as No. 363 on the 2023 Inc. 5000 list. This recognition by Inc. reaffirms Trust & Will's position as one of America's fastest-growing private companies. 

This is the first time Trust & Will is included in the Inc. 500 list, ranked as No. 21 in Financial Services and No. 59 in California.

“We’ve always strived to be a high-growth company while continuing to commit to a best-in-class culture. Being named as an Inc. 500 company proves that it’s not a balance of both, but a commitment to both,” said Cody Barbo, Founder & CEO of Trust & Will. “This ranking is a direct reflection of the hard work and dedication of our team to revolutionize an antiquated industry and make estate planning accessible and affordable for everyone. This recognition further validates our mission to help families leave a legacy.”

Trust & Will offers legally-valid and state-specific estate planning documents, including wills and trusts, that can be customized for an individual’s needs. In addition, the company launched Trust & Will Probate, which streamlines the often expensive and time-consuming process of settling a loved one’s estate. 

The Inc. 5000 class of 2023 represents companies that have driven rapid revenue growth while navigating inflationary pressure, the rising costs of capital, and seemingly intractable hiring challenges. Among this year’s top 500 companies, the average median three-year revenue growth rate ticked up an astonishing 2,238 percent. This year’s Inc. 5000 companies have added 1,187,266 jobs to the economy over the past three years. 

Notable household names like Facebook, Chobani, and Microsoft have previously debuted on the Inc. 5000, gaining national prominence through this recognition. For complete results of the Inc. 5000, including company profiles and an interactive database that can be sorted by industry, location, and other criteria, go to www.inc.com/inc5000

Methodology 

Companies on the 2023 Inc. 5000 are ranked according to percentage revenue growth from 2019 to 2022. To qualify, companies must have been founded and generating revenue by March 31, 2019. They must be U.S.-based, privately held, for-profit, and independent—not subsidiaries or divisions of other companies—as of December 31, 2022. (Since then, some on the list may have gone public or been acquired.) The minimum revenue required for 2019 is $100,000; the minimum for 2022 is $2 million. As always, Inc. reserves the right to decline applicants for subjective reasons. Growth rates used to determine company rankings were calculated to four decimal places. 

ABOUT TRUST & WILL 

Trust & Will is simplifying estate planning and settlement with attorney-approved, legally valid documents and processes designed to adhere to individual state guidelines. Since 2017, we’ve helped hundreds of thousands of Trust & Will members leave their legacy with an affordable way to create an estate plan or settle the estate of a loved one. Our platform uses bank-level encryption that protects customer data and complies with the highest security standards, including SOC 2 and HIPAA. Trust & Will is the official estate planning benefit provider for AARP members, along with several leading financial institutions, who all believe in our mission of helping every family leave their legacy. To learn more, visit trustandwill.com.

ABOUT INC.

Inc. Business Media is the leading multimedia brand for entrepreneurs. Through its journalism, Inc. aims to inform, educate, and elevate the profile of our community: the risk-takers, the innovators, and the ultra-driven go-getters who are creating our future. Inc.’s award-winning work reaches more than 50 million people across a variety of channels, including events, print, digital, video, podcasts, newsletters, and social media. Its proprietary Inc. 5000 list, produced every year since 1982, analyzes company data to rank the fastest-growing privately held businesses in the United States. The recognition that comes with inclusion on this and other prestigious Inc. lists, such as Female Founders and Power Partners, gives the founders of top businesses the opportunity to engage with an exclusive community of their peers, and credibility that helps them drive sales and recruit talent. For more information, visit www.inc.com

Newsletter

Subscribe to our newsletter for expert estate planning tips, trends and industry news.

Loading...
    • Trust Pilot
    • Pledge 1%
    • Certified B Corporation
    • Better Business Bureau Accredited