Trust & Will Shines in the Inc. 5000 Rankings
Trust & Will has made headlines by ranking No. 909 on the prestigious Inc. 5000 list for 2025. This marks the company's impressive third consecutive year on the list, reflecting its consistent growth and dedication to innovation in estate planning.
Celebrating Recognition and Impact
"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. This recognition highlights the meaningful influence the company has on families seeking affordable and effective estate planning solutions, offering them peace of mind through accessible online resources.
Significant Growth Amid Challenges
The list not only showcases growth but serves as a snapshot of resilient companies thriving despite various economic challenges, including inflation and shifts in the labor market. Trust & Will continues to lead the charge in the digital estate planning sector, bringing modern solutions to long-standing needs.
Milestones Leading to the Inc. 5000 Achievement
Trust & Will's achievement in making the Inc. 5000 list is accompanied by notable milestones:
- The launch of EstateOS™, the first intelligent estate planning platform in the U.S., transforming traditional estate planning into a dynamic, connected experience.
- Securing over $33 million in Series C funding, empowering the company to enhance its platform and expand services across the nation.
- Transitioning to a Public Benefit Corporation, reinforcing its commitment to social responsibility and positive community impact alongside financial performance.
Regional and Sector Recognition
Trust & Will's presence on the Inc. 5000 is not just a national achievement; the business ranks No. 17 in its metropolitan area and No. 65 in the financial services sector. These accolades emphasize the company's significant role in both the local and national economy.
Entrepreneurial Spirit and Tenacity
As Mike Hofman, editor-in-chief of Inc., stated, "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." This sentiment reinforces that Trust & Will has not only survived challenging times but has thrived, showcasing the strength of its entrepreneurial spirit.
Upcoming Recognition Event
Trust & Will will be honored at the annual Inc. Conference & Gala, celebrating entrepreneurial success on October 22–24 in Phoenix. This event will gather the best and brightest in the business sector, further highlighting the significance of this accomplishment.
About Trust & Will
Founded in 2017, Trust & Will has quickly established itself as the leading digital estate planning platform. The firm's mission revolves around making estate planning accessible, affordable, and inclusive. They provide essential services like wills, trusts, and healthcare directives tailored for diverse needs.
Innovative Platforms and Partnerships
The introduction of EstateOS™ marks a pivotal shift in how estate planning is approached, incorporating AI technology to foster collaboration between families and professionals. With a strong network of partners, including banks and financial institutions, Trust & Will is shaping a future where estate planning is a fundamental part of financial health.
Continuing Commitment to Community
As a certified B Corporation, Trust & Will is deeply committed to ensuring that all families can leave a meaningful legacy while navigating through life's complexities. The company’s innovative approach is redefining estate planning as a strategic pillar of modern financial wellness.
Frequently Asked Questions
What is Trust & Will's rank on the Inc. 5000 list?
Trust & Will ranks No. 909 on the 2025 Inc. 5000 list, marking its third consecutive year on this prestigious list.
What makes Trust & Will unique in its sector?
Trust & Will is unique due to its focus on digital estate planning, offering an accessible platform that empowers families with essential estate planning tools.
What recent milestones has Trust & Will achieved?
Recent milestones include the launch of EstateOS™, securing $33 million in Series C funding, and transitioning to a Public Benefit Corporation.
When is the annual Inc. Conference & Gala?
The annual Inc. Conference & Gala will take place from October 22–24 in Phoenix, where Trust & Will will be recognized.
How does Trust & Will support community engagement?
Trust & Will supports community engagement through its certified B Corporation status, focusing on social responsibility and making estate planning accessible for everyone.
