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3 minute read

Trust & Will Bolsters Executive Team with Strategic Hires

Trust & Will prepares for significant growth and market opportunity to help every family leave a legacy.

SAN DIEGO, CA - January 22, 2023 - Trust & Will, the leading digital estate planning and settlement platform in the U.S., today announced that it has made a number of new executive hires amid significant revenue and member growth and future market opportunities. 

These notable hires include: 

  • Dale Sperling joins the company as Chief Marketing Officer, bringing a unique blend of leadership, creativity, and deep knowledge of brand and marketing to the new role. Dale has been a persistent force in the marketing world, most recently serving as CMO at Stash, a financial investing app, and previously held senior marketing roles at Walt Disney Internet Group and AOL. 

  • Doug Luftman joins the company as Chief Legal Officer to lead the legal, government affairs, and people operations groups and further elevate such functions as strategic business resources. Over his 25-year career, Doug has served in strategic roles spanning from General Counsel at startups to senior legal executive positions at companies such as DocuSign, CBS & Palm, Inc.

  • Stephany Bader joins the company as VP of Product, to lead the product management and design organization, bringing over 15 years of product management experience to the role. She is responsible for setting the company’s product strategy and roadmap, as well as overseeing product execution and user experience design. Previously she led the investing product at Wealthfront, and held senior product leadership roles at Intuit, Eventbrite, and Google. 

  • Michael Jones joins the company as VP of Engineering to lead our engineering practice, bringing over 20 years of engineering leadership experience across fintech, startups, and communities. He has been accountable for building efficient teams from scratch and maturing organizations to scale across multiple engineering disciplines and cross-functional accountabilities. He most recently held senior engineering roles at Fundrise, Acorns, and Capital One.

  • David Weisman was promoted to VP of Sales & Partnerships. He brings over 13 years of experience in partnerships and sales strategy and execution to his role. Previously, David held roles as Head of Business Development at Scoop Technologies and as Global Product Expert at Google, demonstrating expertise in B2B development, market analysis, and driving sustainable revenue growth. 

After recently announcing brand ambassadors Matthew and Kelly Stafford, along with becoming a Certified B Corporation, the startup is uniquely poised to help every family leave a legacy. 

"Empowering families to leave a lasting legacy is our mission. With top-tier talent joining our executive team, we're primed to reach the 60% of Americans without an estate plan through our affordable platform. As we gear up for explosive growth in 2024, their expertise and leadership align seamlessly with our vision. I'm confident their contributions will shape Trust & Will's future success," said Cody Barbo, Founder and CEO of Trust & Will.

With more than 700,000 members, the digital platform has a 1300% growth rate according to Deloitte, and will reach even more families in 2024 to help with estate planning and probate. Squarely in hyper-growth mode, Trust & Will’s newly enhanced executive team will help propel the company through this next growth phase to serve hundreds of thousands of new members. 

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.

Trust & Will is an online service providing legal forms and information. Trust & Will is not a law firm and does not provide legal advice.

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