Trust & Will Achieves Recognition as a Top Growth Company
Leading the way in online estate planning, Trust & Will has recently made headlines by ranking No. 178 on the prestigious Deloitte Technology Fast 500. The company credits this remarkable achievement to a combination of innovative products, strategic partnerships, and an increasing demand from consumers seeking reliable estate planning solutions.
A Testament to Growth and Stability
Founded in 2017, Trust & Will has demonstrated exceptional growth, achieving a whopping 456% revenue increase from 2021 to 2024. This statistic not only highlights the company’s success in the estate planning sector but also underscores their dedication to simplifying the estate planning journey for families across the nation. CEO Cody Barbo emphasizes that the recognition is a reflection of the trust families place in the platform, which aims to make planning accessible and less daunting.
Innovating the Estate Planning Landscape
Throughout 2025, Trust & Will has leveraged significant investments, closing a Series C funding round exceeding $34 million. This influx of capital has enabled the team to enhance product offerings and broaden distribution channels, ultimately leading to the launch of EstateOS™. This standout platform is designed to foster better collaboration for families and advisors, providing a more organized approach to managing essential estate planning details.
Strengthening Community Connections
Trust & Will's presence in the market goes beyond just offering services; it actively engages in community-building and knowledge-sharing. The company recently hosted the inaugural Guiding Generations event, which gathered leaders across various sectors to talk about innovation and the future of estate planning. This initiative aligns with their mission of empowering all families, regardless of their background, to preserve their legacy comfortably.
Expanding Partner Networks and Influence
The influence of Trust & Will extends into important relationships with advisors, banks, and other organizations. They surpassed one million users and currently support over 20,000 financial advisors across the country. Furthermore, Trust & Will has successfully partnered with Fifth Third Bank to offer free wills, becoming a pioneer in providing such services through traditional banking channels.
Recognizing Industry Achievements
Trust & Will's innovative approach has garnered multiple accolades, including being recognized as a finalist in four categories at the WealthManagement.com Industry Awards, where they notably won in the Estate Planning category for Trusts. This series of recognitions not only solidifies their position in the industry but also showcases their commitment to excellence and leadership.
Commitment to Sustainability and Governance
In addition to their operational achievements, Trust & Will is committed to maintaining high standards as a Certified B Corporation, focusing on sustainable business practices that benefit society. Their recent transition to a Public Benefit Corporation further reinforces their dedication to making a positive impact on families’ lives through accessible estate planning.
About Trust & Will
As a trailblazer in digital estate planning, Trust & Will is dedicated to providing a seamless, secure, and attorney-approved experience for families aiming to create essential documents like wills and trusts. Their goal is clear: to ensure that estate planning remains accessible and affordable for all.
Frequently Asked Questions
What is Trust & Will known for?
Trust & Will is recognized as a leader in online estate planning, offering accessible tools for individuals to create essential legal documents.
When was Trust & Will founded?
Trust & Will was founded in 2017 and has since evolved into a significant player in the estate planning industry.
How much did Trust & Will grow in revenue?
Trust & Will experienced an impressive 456% revenue growth between 2021 and 2024.
What is the purpose of the EstateOS™ platform?
EstateOS™ is an intelligent platform that enhances collaboration and organization in estate planning for families and advisors.
What recognition did Trust & Will receive recently?
Trust & Will was ranked #178 on the 2025 Deloitte Technology Fast 500 list, showcasing its status as a fast-growing company.
