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Simple and affordable wills you can update anytime.

More than 91 million Americans know they need a will, but haven’t gotten around to it yet.

We’re here to change that.

Team Trust & Will

Cody Barbo

Cody Barbo

Founder & CEO

“We started Trust & Will with a mission to help our friends and family protect their legacy. We've designed an experience with the everyday person in mind, taking a traditionally expensive and daunting process, and making it simple and secure.”

Cody Barbo is an entrepreneur and two-time founder from San Diego, CA. As CEO of Industry, a ‘LinkedIn’ for the service and hospitality industry, he took the company from idea to millions of dollars raised to build out their platform, team, and more. Cody is also the former CEO of Associated Students, a $26M non-profit in San Diego. Cody also serves on the San Diego State University Alumni Board of Advisors.

Daniel Goldstein

Founder & COO

"We're modernizing the entire estate planning experience, with a product that's simple enough for our parents and grandparents to use. By removing the barriers to entry we're making it as easy as possible to protect the things and people you love after you pass."

Daniel Goldstein is a product and marketing strategist. He spent most of his career in custom software development for top tier agencies in both San Diego and Chicago. He has helped funded startups and fortune 1000 companies like Marriott, Allstate, and Kia bring products to market. Daniel is a graduate of Baylor University and heavily involved in the local San Diego tech community.

Daniel Goldstein
Daniel Goldstein

Daniel Goldstein

Founder & COO

"We're modernizing the entire estate planning experience, with a product that's simple enough for our parents and grandparents to use. By removing the barriers to entry we're making it as easy as possible to protect the things and people you love after you pass."

Daniel Goldstein is a product and marketing strategist. He spent most of his career in custom software development for top tier agencies in both San Diego and Chicago. He has helped funded startups and fortune 1000 companies like Marriott, Allstate, and Kia bring products to market. Daniel is a graduate of Baylor University and heavily involved in the local San Diego tech community.

Brian Lamb

Brian Lamb

Founder & Head of Design

A former agency director and VP, Brian has led design & product teams for over a decade. Working with both Fortune 100 companies and funded startups, Brian has launched numerous user-centric products and services with an agile approach.

Stephen Bero

Stephen Bero

Head of Development

Stephen is a senior full stack developer with a decade of experience working at agencies and bringing products to market. He is well versed in MEAN stack, AWS, security, and high volume architecture and deployment.

Andy Kuchera

Andy Kuchera

Founder & Head of Partnerships

Andy Kuchera is an Executive Benefits Consultant from Austin, Texas. He designs, finances, and manages non-qualified Top Hat plans for Fortune 500 and smaller privately-held organizations, with a focus on executive retention. Plan assets range from $1 mil - $50 mil.

Carson Drake

Carson Drake

Developer

Carson is a full stack developer and entrepreneur. As the founder/CTO of GreekLink, a seed funded startup, he built a team, led full stack development, and grew the business. He’s focused on the front end experience while also assisting with backend development.

Advisory Board

Dan Kehr

Dan Kehr

Legal Advisor

Dan Kehr is a partner in Best Best & Krieger LLP’s Business practice group, where he provides law services with more than 12 years in trust, will, estate and succession planning legal services. Dan Kehr is leading our team of legal advisors as we expand state-by-state and into additional docs.

Matt Faulk

Matt Faulk

BASIC

Matt Faulk is the CEO and Executive Creative Director at BASIC, a design agency in San Diego that creates brand, digital and retail experiences that engage and connect with lifestyle inspired people across fashion, sport, entertainment, and digitally-led categories.

Melanie Speigelman

Melanie Speigelman

Intuit / Zurple

Melanie Spiegelman is a former VP at Intuit where she led all software development for TurboTax (the No. 1-selling tax preparation software program), TurboTax for the Web (the most popular site for online tax preparation and filing services).

Legal Council



Say hi.

Headquarters
550 West B Street Fourth Floor
San Diego, CA 92101
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How will you leave your legacy?