Trust & Will Earns B Corp Recertification, Reaffirming Commitment to Accessible Estate Planning and Business as a Force for Good

Through its first annual Company-wide Volunteer Day and a commitment to verified social and environmental performance, Trust & Will demonstrates that purpose and business success go hand in hand

San Diego, CA — April 29, 2026 — Trust & Will, the leader in online estate planning, today announced it has been recertified as a Certified B Corporation by B Lab, the nonprofit organization behind the global B Corp movement. The recertification affirms that Trust & Will continues to meet rigorous standards of verified social and environmental performance, public accountability, and transparency.

B Corp Certification is one of the most respected and demanding designations a company can earn. To achieve and maintain it, companies must demonstrate high performance across five impact areas: governance, workers, community, environment, and customers. There are approximately 3,400 B Corps in the U.S. Trust & Will was first certified in May 2023 and is the first and only dedicated digital estate planning platform in the B Corp directory. This recertification confirms that its mission to make estate planning accessible and affordable remains embedded not just in its products, but in how it operates as a business every day.

"Being a B Corp is not a badge we hang on the wall. It is a commitment we live every day," said Cody Barbo, Co-Founder and CEO of Trust & Will. "Recertification is a reminder of why we do this work. Every family deserves access to estate planning, and every business has a responsibility to serve something larger than its bottom line. We are proud to continue on this journey and to hold ourselves accountable to the highest standards of impact."

The stakes behind that mission are significant. According to Trust & Will's 2026 Estate Planning Report, 73% of Americans say estate planning is personally important to them, yet 56% have no estate planning documents whatsoever and only 26% have a will. That gap falls hardest on lower-income families, younger adults, and communities that have historically been excluded from wealth-planning conversations. By offering attorney-approved, state-specific documents at an affordable price, and by expanding access through institutional partners and financial wellness programs, Trust & Will is working to close that gap one plan at a time.

Reinforcing its community commitment in a tangible way, Trust & Will hosted its first annual Company-wide Volunteer Day on April 1, 2026, mobilizing more than 50 employees, nearly half of the company's workforce, across six cities simultaneously. In San Diego, where Trust & Will is headquartered, two teams took to the streets: one assembled snack kits for Ronald McDonald House Charities, which provides housing and support for families of children receiving treatment for serious medical conditions, while a second team conducted a beach cleanup with Surfrider Foundation at Torrey Pines State Beach. In New York City, employees volunteered with West Side Campaign Against Hunger, assembling and distributing food boxes packed with fresh produce and shelf-stable items for families facing food insecurity. Additional teams served with Second Harvest of Silicon Valley, one of the largest food banks in the country; the Salvation Army in Philadelphia; and Brother Bill's Helping Hand food pantry in Dallas. Employees who could not join a group activity participated in self-led volunteer efforts with local organizations in their own communities.

The volunteer day reflects a broader operating philosophy that Trust & Will has embedded into its legal structure as well as its culture. In 2025, the company converted to a Public Benefit Corporation (PBC), a legal designation that formally bakes its social mission into the company's corporate charter, making its commitment to workers, customers, and communities a matter of governance, not just intention. The combination of Certified B Corporation status and PBC structure means that Trust & Will's purpose is not optional.

To learn more about Trust & Will's commitment as a Certified B Corporation, visit the company's B Corp profile.

About Trust & Will
Founded in 2017, Trust & Will is the leading digital estate planning platform in the U.S., trusted by over one million families. Our simple, secure, and attorney-approved online solutions empower Americans to create wills, trusts, healthcare directives, and other essential estate planning documents tailored to state-specific laws. As a certified B Corporation, our mission to help every family leave a meaningful legacy is embedded into our business model, ensuring estate planning is accessible, affordable, and inclusive for all.

Trust & Will is advancing modern legacy planning with AI-driven innovation, helping families and professionals simplify complex decisions and accelerate collaborative workflows.

Our platform supports 26,000+ financial advisors and 145+ enterprise partners, including banks, financial institutions, attorneys, nonprofits, real estate agents, and technology platforms. Notable partners include AARP, Fifth Third Bank, UBS, USAA, LPL Financial, and Northwestern Mutual. With more than one million users and over $300 billion in self-reported estate assets, Trust & Will is redefining estate planning as a strategic pillar of modern financial wellness.

Trust & Will has been consistently recognized for innovation and leadership. In 2026 alone, the company was named to Fast Company's World's Most Innovative Companies, the Financial Times' Americas' Fastest-Growing Companies, the Inc. Regionals: Fastest-Growing Private Companies, Forbes' America's Best Startup Employers, and received the FinTech Breakthrough Award for Personal Finance Product of the Year. The company has also earned spots on the CNBC Disruptor 50, Inc. 5000, and Deloitte Technology Fast 500™ lists, and was named a winner at the 2025 Wealth Management ("Wealthies") and ThinkAdvisor Luminaries awards, and recognized as a "Rising Star in Estate Planning" in the 2025 Kitces Research on Advisor Technology report.

Media Contact:
Mark LoCastro
Senior Director, PR & Comms
pr@trustandwill.com