Trust & Will Stock

trustandwill.comConsumer & Lifestyle / Consumer ApplicationsFounded: 2017Funding to Date: $31.63MM

Trust & Will is the provider of trust and estate planning services. This company was founded in 2017 by Cody Barbo, Daniel Goldstein and Brian Lamb and is headquartered in San Diego, CA. Trust & Will provides legal forms and information to help families create their Estate Plans customized to their life situation and needs.

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Management Team

Cody Barbo
Co-Founder & Chief Executive Officer
Daniel Goldstein
Co-Founder & Chief Operating Officer
Brian Lamb
Co-Founder & Chief Strategy Officer

Trust & Will’s stock FAQs


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Trust & Will is not publicly traded on NYSE or NASDAQ in the U.S. To buy Trust & Will’s stock you need to be an accredited investor. Learn more about how to invest in the private market or register today to get started.

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Trust & Will is a privately held company and therefore does not have a public stock price. However, you may access Trust & Will’s private market stock price with Forge Data.

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Trust & Will does not have an official ticker symbol because this company is not currently publicly traded.

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News Highlights

Trust & Will Review: Is This Estate Planning Platform for You?

Trust & Will, an online service for will and trust creation and probate process initiation, is reviewed by GOBankingRates. The platform is praised for its affordability and convenience, offering several package options to fit various budgets. However, the review notes that additional charges are applied for speaking to an attorney and refunds are only available within 30 days of purchase. The service receives a score of 4.9 out of 5.
Updated on: Jun 22, 2024


Public news articles listed on this page have been curated by Forge based on several factors including, but not limited to, product updates, changes in organization structure, funding rounds, third-party valuations, and key personnel changes. Changes to this list of articles can be made at any time without notice and should not be relied upon for investment purposes. Forge does not verify the accuracy of the information contained in public news articles.