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Team Member Spotlight - Head of Member Success: Meg Palazzolo

Meg Palazzolo, head of Member Success at Trust & Will, is our team member of the month! Learn about her passion for Estate Planning and hidden talents.

Welcome to our first Team Member Spotlight Series. We want our friends, family, members, and supporters to get to know the team behind the scenes!

Today, we are proud to introduce you to Meg Palazzolo, Head of Member Success at Trust & Will. Meg has been an integral part of the team since she started and comes from a wonderful background at Lyft, Apple, and several other amazing organizations.

Keep reading to learn more about Meg and how she’s become such a vital part of the Trust and Will team.

Did you find Trust & Will, or did Trust & Will find you? 

A little bit of both! I had quite a few random, unknowingly, mutual connections with each of the founders. A close friend suggested checking out Trust & Will, and a few days later, I randomly received an email from Daniel to set up a time to chat -- it definitely felt like the stars aligned! 


What stood out most about the T&W opportunity?

What stood out to me most about the opportunity at hand was the ability to make such an amazing impact in people's lives all across the US.

What is it about estate planning that you want to fix?

That misconception that it doesn't need to be a "scary" and overly complicated process.

What are your credentials and what does your past experience look like?

12+ years of Customer Support/Success, 6+ years in startup experience, and being Counselor (Si) on DiSC.

What do you like most about working at Trust & Will?

Aside from my stellar T&W family, I would have to say the genuine relationships that I get to build with members on a daily basis. The other day I received an email from a member with a photo of their newborn son -- it's moments like that that make me so grateful to be here

What are the values that drive you?

Making a difference in the lives of others, being a loyal wife, sister, daughter, friend + co-worker, and nature.

Your top 3 favorite Podcasts/Books?

  • My first Summer in the Sierras (John Muir)

  • The Five People You Meet in Heaven (Mitch Albom)

  • Rising Strong (Brene Brown)

I'm choosing musicians too -- Dolly Patton & Tom Petty ❤️

What do you enjoy doing when you are not working?

Any type of outdoor activity with my husband + friends, making delicious food, being surrounded by my cat or really any animal.

What's your favorite life hack?

Apple cider vinegar -- it's a cure all!

Do you have a quote you live by?

"Can we all just get along?" - Rodney King

If you could meet anyone in the world dead or alive who would it be and why? 

John Muir -- I'd love to just sit on a mountain top with him and talk about nature. Some of my fondest memories growing up were backpacking with my family in the high sierras, which I hold very close to my heart.

What tv show/movie are you ashamed to admit you love?

The Bachelor/ette!

Do you have any secret talents?

Aside from patting my head and rubbing my stomach at the same time!?!

Here at Trust & Will, our team means everything. We are more than just co-workers...We’ve truly become a family. We live by similar core values and we are all working towards the same mission of helping families across the country protect their loved ones and legacies. Be sure to stay tuned for more in our Member Spotlight Series. 

Curious about how Trust & Will can help you protect your family and safeguard your legacy? Check out everything we have to offer!