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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Team

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 stock FAQs

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Can you buy Trust & Will stock?

As Trust & Will is not publicly traded, purchasing its stock is not available to everyone. To buy the stock of a private company like Trust & Will, you must be an accredited investor. If you meet the accreditation criteria, you can register for Forge’s Secondary Marketplace to buy private market stock. If you are not an accredited investor, discover how to begin the process to potentially qualify for new investment opportunities.
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How to buy Trust & Will stock?

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  1. Create a free account to access Forge’s marketplace.
  2. Express your interest in specific investments. Within Forge Markets, you will find detailed pricing and financing information for thousands of private companies.
  3. Throughout this process, a dedicated Forge Private Market Specialist will be available to address any questions you may have and to guide you seamlessly through each step of the transaction.
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Can you sell Trust & Will stock?

Yes, you may be able to sell your Trust & Will stock, subject to certain conditions. Forge can help you facilitate the sale of your stock in a manner that aligns with your needs and the company's interests. If you are looking for liquidity, register with us today to begin the process. A dedicated Forge Private Market Specialist will be available to address any questions you may have along the way.
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How to sell Trust & Will stock?

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  2. Indicate your interest to sell your Trust & Will stock on our platform.
  3. Work with your dedicated Private Market Specialist who'll help guide you through every step of the transaction.
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Is Trust & Will a public company?

No, Trust & Will is a privately held company and is currently not publicly traded on any stock markets including NYSE or NASDAQ.
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What is Trust & Will’s stock price?

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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What is Trust & Will’s stock ticker symbol?

Trust & Will does not have an official ticker symbol because this company is not currently publicly traded.
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Can institutional investors buy and sell private market stocks?

Yes. As one of the largest trading platform for the private market, Forge helps institutional investors seek liquidity as they buy and sell private stock for their portfolios or their clients. Our private market specialists have decades of experience working with institutional firms. Learn more or register today to get started.
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: Jul 26, 2024

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