SAN DIEGO, CA - May 14, 2024 - Trust & Will, the leading digital estate planning and settlement platform in the U.S., announced its inclusion in the CNBC Disruptor 50 list today. This prestigious annual list, published by CNBC, the global leader in business news, highlights some of the most innovative venture-backed companies disrupting their respective industries and driving change across the business world.
The CNBC Disruptor 50 recognition follows a remarkable period of company growth that includes several significant milestones:
Unveiled a refreshed Trust & Will for Advisors platform
Expanded product offering to include probate and settlement services
Hired several key executives to join the leadership team
Achieved B Corporation certification
Named to the Inc. 5000 list (#363 overall; #21 in financial services)
With more than 700,000 users, Trust & Will’s platform has experienced a 1300% growth rate, according to Deloitte, and will reach even more families in 2024 and beyond to help with estate planning and probate. Trust & Will is poised for hyper-growth mode growth as more generations understand the importance of estate planning, codifying their legacy for the future, and preparing for the impending ‘Great Wealth Transfer.’
"Empowering families to leave a lasting legacy is our mission, and it’s an honor to be named to the CNBC Disruptor 50 for our pioneering work bringing estate planning to as many Americans as possible," said Cody Barbo, Founder and CEO of Trust & Will. “Planning for the future is one of the most important acts a family can take amid the chaos of everyday life, and we’ve made it as simple and affordable as possible. The years ahead should be even more ambitious for our organization as we work to get millions more Americans to prioritize estate planning.”
The CNBC Disruptor 50 list highlights today's most forward-thinking and ambitious companies that are fundamentally changing their industries. Trust & Will joins a venerable group of companies featured on the list over the years, including OpenAI, Airbnb, Uber, and SpaceX. All submissions were subject to a comprehensive and rigorous process of research and evaluation across a wide range of quantitative and qualitative criteria, as well as feedback from CNBC's editorial staff and a global pool of entrepreneurial experts from around the world. For the full list of Disruptor 50 companies, please visit www.cnbc.com/cnbc-disruptors.
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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