Latest news with #CodyBarbo
Malaysian Reserve
5 days ago
- Business
- Malaysian Reserve
Trust & Will Ranks in Top 20% on the 2025 Inc. 5000, Marking Its Third Straight Year on the List
Recognized in the Top Quartile, Trust & Will Continues to Lead the Way in Digital Estate Planning SAN DIEGO, Aug. 12, 2025 /PRNewswire/ — Inc. announced today that Trust & Will, the leading digital estate planning platform in the U.S., ranks No. 909 on the prestigious 2025 Inc. 5000 list for the third consecutive year, spotlighting the fastest-growing private companies in America. This continued recognition underscores Trust & Will's dedication to reshaping how individuals and families approach estate planning through accessible online solutions. 'Being recognized by Inc. 5000 for three years running is a testament to the incredible work our team does every day,' said Cody Barbo, CEO and co-founder of Trust & Will. 'We're proud not only of our sustained growth but of the meaningful impact we're making by providing affordable, straightforward estate planning tools that give people peace of mind.' The list provides a data-driven snapshot of the most successful companies within the economy's most dynamic segment—its independent, entrepreneurial businesses. The 2025 Inc. 5000 companies have thrived despite significant economic headwinds, including inflationary pressures and a fluctuating labor market. Trust & Will's inclusion on this year's Inc. 5000 list comes on the heels of several significant milestones, including: Launching EstateOS, the nation's first intelligent estate planning platform that transforms static documents into dynamic, connected plans; delivering personalized insights and seamless coordination for families, advisors, attorneys, nonprofits, and institutions. Raising over $33 million in Series C funding, furthering Trust & Will's ability to innovate and scale its platform, products and services nationwide. Transitioning to a Public Benefit Corporation (PBC), reinforcing its commitment to social responsibility, transparency, and delivering positive impact alongside financial performance. Trust & Will, headquartered in San Diego, has earned a place on the prestigious 2025 Inc. 5000 list, ranking at No. 909 nationally. The company also achieved high rankings in several sub-categories of the list, coming in at No. 17 in the San Diego–Chula Vista–Carlsbad metropolitan area, No. 65 in the financial services sector, and No. 152 among companies in California. 'Making the Inc. 5000 is always a remarkable achievement, but earning a spot this year speaks volumes about a company's tenacity and clarity of vision,' said Mike Hofman, editor-in-chief of Inc. 'These businesses didn't just weather the storm—they grew through it, proving once again that the entrepreneurial spirit is the driving force behind the U.S. economy.' Inc. will honor Trust & Will and other 2025 Inc. 5000 companies at its annual Conference & Gala, held October 22–24 in Phoenix. Detailed results, including company profiles and industry-specific rankings, are available at About Trust & WillFounded in 2017, Trust & Will is the leading digital estate planning platform in the U.S., trusted by over one million individuals and 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 and Public Benefit Corporation (PBC), 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. In 2025, we introduced EstateOS™, the first intelligent platform built to modernize legacy planning and preservation. EstateOS powers connected estate plans for families and offers AI-enabled workflows, document extraction, and client collaboration designed specifically for professionals. Today, our platform supports over 20,000 financial advisors and more than 200 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. By enabling diverse professionals and organizations to integrate digital estate planning into their services, we're broadening estate planning access and fostering proactive, multi-generational financial conversations. With more than one million users and over $200 billion in self-reported estate assets, Trust & Will is redefining estate planning as a strategic pillar of modern financial wellness. Recognized for innovation and leadership, we have earned spots on the CNBC Disruptor 50, Inc. 5000, and Deloitte Technology Fast 500™ lists. Learn more at or about our commitment as a certified B Corp. About Inc. Inc. is the leading media brand and playbook for the entrepreneurs and business leaders shaping our future. Through its journalism, Inc. aims to inform, educate, and elevate the profile of its community: the risk-takers, the innovators, and the ultra-driven go-getters who are creating the future of business. Inc. is published by Mansueto Ventures LLC, along with fellow leading business publication Fast Company. For more information, visit Methodology Companies on the 2025 Inc. 5000 are ranked according to percentage revenue growth from 2021 to 2024. To qualify, companies must have been founded and generating revenue by March 31, 2021. They must be U.S.-based, privately held, for-profit, and independent—not subsidiaries or divisions of other companies—as of December 31, 2024. (Since then, some on the list may have gone public or been acquired.) The minimum revenue required for 2021 is $100,000; the minimum for 2024 is $2 million. As always, Inc. reserves the right to decline applicants for subjective reasons.
Yahoo
5 days ago
- Business
- Yahoo
Trust & Will Ranks in Top 20% on the 2025 Inc. 5000, Marking Its Third Straight Year on the List
Recognized in the Top Quartile, Trust & Will Continues to Lead the Way in Digital Estate Planning SAN DIEGO, Aug. 12, 2025 /PRNewswire/ -- Inc. announced today that Trust & Will, the leading digital estate planning platform in the U.S., ranks No. 909 on the prestigious 2025 Inc. 5000 list for the third consecutive year, spotlighting the fastest-growing private companies in America. This continued recognition underscores Trust & Will's dedication to reshaping how individuals and families approach estate planning through accessible online solutions. "Being recognized by Inc. 5000 for three years running is a testament to the incredible work our team does every day," said Cody Barbo, CEO and co-founder of Trust & Will. "We're proud not only of our sustained growth but of the meaningful impact we're making by providing affordable, straightforward estate planning tools that give people peace of mind." The list provides a data-driven snapshot of the most successful companies within the economy's most dynamic segment—its independent, entrepreneurial businesses. The 2025 Inc. 5000 companies have thrived despite significant economic headwinds, including inflationary pressures and a fluctuating labor market. Trust & Will's inclusion on this year's Inc. 5000 list comes on the heels of several significant milestones, including: Launching EstateOS, the nation's first intelligent estate planning platform that transforms static documents into dynamic, connected plans; delivering personalized insights and seamless coordination for families, advisors, attorneys, nonprofits, and institutions. Raising over $33 million in Series C funding, furthering Trust & Will's ability to innovate and scale its platform, products and services nationwide. Transitioning to a Public Benefit Corporation (PBC), reinforcing its commitment to social responsibility, transparency, and delivering positive impact alongside financial performance. Trust & Will, headquartered in San Diego, has earned a place on the prestigious 2025 Inc. 5000 list, ranking at No. 909 nationally. The company also achieved high rankings in several sub-categories of the list, coming in at No. 17 in the San Diego-Chula Vista-Carlsbad metropolitan area, No. 65 in the financial services sector, and No. 152 among companies in California. "Making the Inc. 5000 is always a remarkable achievement, but earning a spot this year speaks volumes about a company's tenacity and clarity of vision," said Mike Hofman, editor-in-chief of Inc. "These businesses didn't just weather the storm—they grew through it, proving once again that the entrepreneurial spirit is the driving force behind the U.S. economy." Inc. will honor Trust & Will and other 2025 Inc. 5000 companies at its annual Conference & Gala, held October 22–24 in Phoenix. Detailed results, including company profiles and industry-specific rankings, are available at About Trust & WillFounded in 2017, Trust & Will is the leading digital estate planning platform in the U.S., trusted by over one million individuals and 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 and Public Benefit Corporation (PBC), 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. In 2025, we introduced EstateOS™, the first intelligent platform built to modernize legacy planning and preservation. EstateOS powers connected estate plans for families and offers AI-enabled workflows, document extraction, and client collaboration designed specifically for professionals. Today, our platform supports over 20,000 financial advisors and more than 200 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. By enabling diverse professionals and organizations to integrate digital estate planning into their services, we're broadening estate planning access and fostering proactive, multi-generational financial conversations. With more than one million users and over $200 billion in self-reported estate assets, Trust & Will is redefining estate planning as a strategic pillar of modern financial wellness. Recognized for innovation and leadership, we have earned spots on the CNBC Disruptor 50, Inc. 5000, and Deloitte Technology Fast 500™ lists. Learn more at or about our commitment as a certified B Corp. About Inc. Inc. is the leading media brand and playbook for the entrepreneurs and business leaders shaping our future. Through its journalism, Inc. aims to inform, educate, and elevate the profile of its community: the risk-takers, the innovators, and the ultra-driven go-getters who are creating the future of business. Inc. is published by Mansueto Ventures LLC, along with fellow leading business publication Fast Company. For more information, visit Methodology Companies on the 2025 Inc. 5000 are ranked according to percentage revenue growth from 2021 to 2024. To qualify, companies must have been founded and generating revenue by March 31, 2021. They must be U.S.-based, privately held, for-profit, and independent—not subsidiaries or divisions of other companies—as of December 31, 2024. (Since then, some on the list may have gone public or been acquired.) The minimum revenue required for 2021 is $100,000; the minimum for 2024 is $2 million. As always, Inc. reserves the right to decline applicants for subjective reasons. View original content to download multimedia: SOURCE Trust & Will
Business Insider
14-07-2025
- Business
- Business Insider
I'm a CEO and prepper. Preparing for the worst case gives me peace of mind at work and at home.
This as-told-to essay is based on a conversation with Cody Barbo, founder and CEO of Trust and Will. It has been edited for length and clarity. At the start of 2020, I was living in San Diego near a military base. I started noticing guys in uniform buying carts of canned goods. No one was talking about COVID-19 yet, but I thought to myself, those military personnel probably knew something I didn't. My wife was about to have our first baby, who was eventually born on February 1, 2020. If something was going to happen, I needed to be prepared. So, I went to the store and bought about $600 worth of nonperishable food. I also went online and bought items like two-way radios, bottled water, and vehicle emergency kits. I wanted to be able to get out of the city, if needed, and live for two weeks off the grid. When the pandemic finally shut down the state of California, I felt very calm. I wasn't hoarding toilet paper like everyone else, because I already had what my family needed. Practical prepping is possible, even in a townhouse We've all seen extreme peppers. I'm not that — I like to think of myself as a practical prepper. When I first started prepping, I was living in a townhouse in California. I needed to compile what we needed, without my wife yelling at me for taking up our precious garage space. I bought six storage totes, which fit on two small shelves in our garage or in the back of my Kia Telluride. I wanted to be able to quickly grab the totes and fit them comfortably in the car with the family and our dog. I filled the totes with everything we'd need to survive two weeks: food, diapers, supplies for starting a fire and cooking, water filtration systems, first aid, gas masks, and more. I also bought two five-gallon tanks for water, and two for fuel. With a roof rack, those could fit on my car if we had to leave quickly. Just knowing we had that option gave my wife and me massive peace of mind. Prepping has everyday applications, and even helped our friends A lot has changed in five years. The pandemic passed, I moved to Dallas, and we had a second child. That means our prepping has changed. Texas has wild storms that can knock out electricity for days or even weeks. I've installed a solar energy system in my home and two backup power banks. I can control the breakers remotely, turning off non-essential functions so that we can have enough power for a few days if the grid is down. Recently, most of Dallas lost power. I invited my cofounder and his three kids over to our home, since we had backup power and they didn't. It was great to be able to not only care for my family but also host our friends. My prepping has practical benefits, too. Each of our cars has an emergency box filled with everything from diapers to dog gas masks. If I forget a snack for my 5-year-old, she loves to dip into the food in the emergency bin. My wife used a compressor from the box when she had a flat tire. I've utilized paper towels and a change of clothes when my infant son had an epic blowout. I troubleshoot worst-case scenarios at work, too I bring my prepper mindset to work, too. At home, I think about how we stay safe inside our home, secure the outside, and minimize vulnerabilities if we have to leave. At work, I think about securing the front door of the business, back door operations, and the people who work for me. A worst-case scenario might be hackers stealing our users' data and ransoming it for bitcoin. Well, we have insurance for that. We even have a planned order of operations if I or my cofounder dies. As a CEO, husband, and dad, I take security seriously. Preparing for things that could go wrong gives me the peace of mind to enjoy when everything is going well.
Miami Herald
07-07-2025
- Business
- Miami Herald
Haven't made a will yet? startup has new AI tool to help
In 2017, Cody Barbo told a room of investors that he was getting married in a month. His friend asked him this question: "Hey man, you're getting married. Do you have a will?" Barbo froze, threw out a mild swear word and answered, "I should probably have one." Barbo is the CEO of Trust & Will, a San Diego company that simplifies the creation of estate planning documents by drafting documents with its lawyer-vetted software. Eight years later, Barbo is married and his family has grown. So has his company. Trust & Will, based in San Diego's Bankers Hill, has helped more than 1 million families make estate plans, Barbo said in an interview from his Dallas home office. "Normally you pay thousands of dollars up front to do this with an attorney, or hundreds to thousands of dollars for those updates, for that ongoing guidance," he said. "This is the democratization of estate planning." It has raised more than $80 million from venture capital and corporate investors including Moderne Ventures, American Express, AARP and Northwestern Mutual. Last year, the company became "cash-flow positive," startup speak for hitting profitability, and then secured a Series C round of capital this year. It employs around 110 people, up from around 80 in 2023. And last week, it announced the launch of a new AI-powered platform called EstateOS, which Barbo says will make estate planning even easier, more efficient, more personalized and more broadly accessible. It also turns Trust & Will - one of several companies that digitally create estate plans - into what Barbo says is "the first company to launch an AI-integrated estate planning platform at scale, specifically designed for both consumers and financial professionals. While others may be experimenting with AI, EstateOS is the first comprehensive system combining Trust & Will's proprietary estate planning software with embedded OpenAI-powered tools to streamline creation, review, and updates of estate plans." New tools, an AI boost Using proprietary software and OpenAI, EstateOS delivers four features that are "intelligent upgrades of previously manual or slower processes," Barbo said, who co-founded the company with Daniel Goldstein and Brian Lamb. Some of the new features will appeal to U.S. consumers - only 31% of which have a will, according to a company survey of 10,000 people - and others will appeal to the company's industry targets: financial planners, life insurance agents, nonprofits and attorneys, he added. One feature, called PlanScore, does what its name suggests: It "scores" estate plans with a rating system that helps customers find blind spots and figure out where their estate plan needs buttressing. Another is an AI assistant that lets users ask questions and have the answer served instantly. Instead of digging around to find out who was named as a guardian, Barbo said, you can ask who the guardian is and get reminded that it is your mother-in-law. A third feature is document extraction, which will summarize and mine user-submitted documents for useful or actionable data and workflows. This could be especially useful for people who have drawn estate plans that are "just sitting in a box in the closet." The last feature streamlines communication - and client prospecting. The "Connected Networks" tool brings together parties connected to an account, including executors, beneficiaries, attorneys and financial advisers, into a shared platform. That can make deed transfers and notarized transactions run more smoothly, and also make it easier for those professionals to build their contact lists. Down the line, Barbo said a fifth service will keep track of life's seismic events, the kind where an estate plan update could make sense, such as marriage, divorce, a new baby, a home purchase - and alert users when they should amend something. Pricing to create a will or trust remains the same. An individual's will-based plan starts at $199 and a trust-based plan starts at $499. Couples are charged an extra $100, and updates cost extra. Optional memberships at different pricing tiers give access to the EstateOS and other features. Attorney support is included in some plans or can be purchased as an add-on. The estate planning startup's plans For its first eight years, Trust & Will was one of several in a crowded digital legal document and estate planning marketplace, all of which turned estate planning from a costly investment to something that could be scratched off one's to-do list with a few clicks and a spare hour. LegalZoom and Rocket Lawyer are the bigger names, but there's also and the company that would win wittiest estate planning domain name, if that were a thing - The National Council on Aging recommends these online tools, saying "If an attorney isn't in your budget, an online will-making service can be a good alternative." Among the five companies it recommends, Trust & Will is crowned "most user-friendly." In estate planning, the use of AI is a topic of interest for attorneys, according to the American College of Trust and Estate Counsel. A free video series explores practical and ethical issues around generative AI in estate planning. "Resistance to the coming of AI is futile," one speaker, a law professor, said last year. Lawyers, he added, "should keep abreast of the changes in the law and its practice, including the benefits and risks associated with relevant technology. So accordingly, you have an obligation to yourself, your clients, and the profession to become acquainted with and proficient with the use of AI in your estate planning practice." Barbo's 2017 pitch to investors succeeded: His company won $5,000 in seed money. Today he is eyeing the biggest prize for a startup - to take the company public. Copyright (C) 2025, Tribune Content Agency, LLC. Portions copyrighted by the respective providers.
Yahoo
24-06-2025
- Business
- Yahoo
Trust & Will Unveils EstateOS™, the First Intelligent Platform for Modern Legacy Planning -- and Announces Inaugural Generations Conference
SAN DIEGO, June 24, 2025 /PRNewswire/ -- Trust & Will, the leading digital estate planning platform, today announced the launch of EstateOS™, the nation's first intelligent platform engineered to modernize how legacies are planned, managed, and preserved. Powered by the industry's most comprehensive first-party estate planning data, EstateOS transforms static documents into dynamic, connected, and continuously guided legacy plans that evolve with life. Designed for families, financial advisors, attorneys, nonprofits, and institutions, the platform delivers personalized insights and seamless coordination to ensure every plan stays aligned with life's changes. "EstateOS is more than a product, it's an intelligent system that is redefining how the estate planning industry is served," said Cody Barbo, Co-Founder & CEO of Trust & Will. "It currently supports over one million users, 20,000+ financial advisors, and 200+ institutional partners, tracking $200B+ in self-reported estate assets and 20,000+ planned charitable bequests. It's built to help families keep their plans current through every life stage and deliver value to all stakeholders involved in the legacy journey." For too long, estate planning has relied on static paperwork, infrequent updates, and disconnected professionals. The traditional process ends with a signature; often leaving families vulnerable to outdated plans, fragmented advice, and preventable risk. EstateOS is the next chapter: an intelligent, AI-powered platform that transforms estate planning into a dynamic, connected system for modern legacy management. Flagship features of EstateOS include: Plan Score™ – A dynamic rating system that surfaces personalized opportunities to help individuals understand, strengthen, and optimize their estate plans. Connected Networks – Connects key stakeholders, including beneficiaries, executors, advisors, and attorneys, while facilitating essential services like deed transfers and notaries. Intelligent Assistants – Embedded AI tools offering personalized, actionable guidance for families and professionals alike. Document Extraction & Summarization – Transforms uploaded documents into structured insights to accelerate plan creation and professional workflows. And coming later this year: a steady release of groundbreaking features including the Life Event Engine, the industry's first alert system that proactively notifies users of critical updates needed after life changes like marriage, relocation, birth, or death, bulk document ingestion for professionals, tax strategy simulations, tax and distribution insights, multi-beneficiary scenarios, and open API, MCP, and SDKs for enterprise integration. Introducing Generations: The Future of Planning, Together To celebrate and accelerate this next chapter in estate planning, Trust & Will is also announcing the launch of its inaugural event: Generations. Debuting in October 2025, Generations will convene financial advisors, attorneys, nonprofit leaders, innovators, and policymakers for a landmark summit on the future of wealth, family, and legacy planning. Held on the heels of EstateOS's debut, the conference will showcase the platform's continuous feature rollouts and provide exclusive access to the tools, insights, and partnerships driving the industry's transformation. Generations is more than a gathering; it's a rallying point for innovators, advisors, attorneys, nonprofits, and industry leaders redefining how families plan, protect, and pass on what matters most. A Platform Designed for Every Stakeholder EstateOS is the infrastructure driving Trust & Will's transformation into a lifelong partner in multi-generational wealth planning. For FamiliesEstateOS turns static paperwork into a dynamic, digital legacy plan. Families get one secure place to manage their wishes, track updates in real time, and stay organized through life's milestones. It helps prevent disputes and ensures peace, clarity, and continuity across generations. For Financial Advisors & Wealth ManagersEstateOS equips financial advisors and wealth managers with real-time visibility into client estate plans and AI-powered tools to streamline planning workflows at scale. It helps deepen relationships, strengthen retention, and turn estate planning into a strategic growth driver. With upcoming features like life event intelligence and expanded automation, advisors can stay proactive, connected, and indispensable across generations. For AttorneysEstateOS modernizes estate law practices with intelligent tools like AI-generated summaries, bulk document ingestion, and real-time collaboration with clients and partners. Attorneys can streamline operations, enhance referrals, and stay aligned with clients throughout life's changes. With life event intelligence and additional professional features on the horizon, EstateOS helps legal teams focus more on advising and legacy preservation, and less on administrative lift. For NonprofitsEstateOS brings clarity and insight to planned giving. Nonprofits gain visibility into donor intent, legacy commitments, and stewardship opportunities; surfacing bequests that might otherwise remain hidden. As AI tooling and life event alerts (including posthumous donor triggers) come online, organizations will be empowered to proactively engage supporters, secure legacy gifts, and maximize impact. For Partners & InstitutionsEstateOS enables banks, financial institutions, and wealth firms to integrate estate planning into client experiences. With open APIs, branded tools, and enterprise infrastructure, partners can scale services, deepen engagement, and build generational loyalty. As trillions in wealth change hands, EstateOS puts Trust & Will and its partners at the center of modern legacy planning. AvailabilityEstateOS is live for families, advisors, attorneys, nonprofits, and enterprise partners. To learn more, visit To stay informed about the upcoming Generations conference, visit About Trust & WillFounded in 2017, Trust & Will is the leading digital estate planning platform in the U.S., trusted by over one million individuals and families. Our simple, secure, and attorney-approved online solutions help Americans easily create wills, trusts, healthcare directives, and other essential estate planning documents tailored to state-specific laws. With a focus on easy access and a guided experience, we're transforming how families plan for the future and protect their legacies. Our platform supports 20,000+ registered financial advisors, along with 200+ enterprise partners and financial institutions, including AARP, Fifth Third Bank, LPL Financial, UBS, and USAA. We empower professionals to integrate estate planning into their client services, enabling multi-generational wealth planning. With more than one million users and $200+ billion in self-reported estate assets, Trust & Will is redefining estate planning as a relationship-deepening driver of financial wellness. Recognized for innovation and leadership, Trust & Will has earned spots on the CNBC Disruptor 50, Inc. 5000, and Deloitte Technology Fast 500™ lists. Learn more at View original content to download multimedia: SOURCE Trust & Will
