#USA #San Diego #Estate Planning #Trust & Will #Jackie Frommer

Trust & Will Appoints Jackie Frommer as CCO

In an exciting development for the landscape of digital estate planning, Trust & Will has named Jackie Frommer as its new Chief Commercial Officer (CCO). With aspirations to enhance enterprise growth and expand financial services, Frommer's appointment marks a strategic pivot for the company that has already established itself as a leader in its field.

A Proven Leader in the Financial Sector

Jackie Frommer comes to Trust & Will with over 20 years of extensive experience in the financial technology, trust, and consumer banking sectors. Most recently, she was the President and COO at Figure, where she led their lending business to unprecedented success, ultimately guiding it through a successful IPO in 2025. Her previous roles, including Global Head of Trusts and Estates at J.P. Morgan Private Bank, involved managing complex fiduciary solutions for high-net-worth individuals, making her trajectory in the financial realm particularly relevant to her new role.

“Jackie's track record of scaling commercial operations and driving growth across fintech and financial services makes her an exceptional addition to our leadership team,” commented Cody Barbo, Co-Founder and CEO of Trust & Will. He underscored her expertise in enterprise partnerships and digital transformation, which will be pivotal for accelerating growth and expanding the company’s unique offerings in estate planning and financial services.

Driving Growth with Strategy and Partnerships

Frommer’s new responsibilities will focus on developing strategic commercialization and revenue architecture while strengthening enterprise partnerships. Her vision is to bridge the often-siloed areas of estate planning and financial services, creating seamless integrations that modern families and their advisors increasingly demand.

“The opportunity to bring together estate planning and financial services in a modern, digital experience is both exciting and necessary,” said Frommer. She aims to build solutions that enhance transparency and accessibility in legacy planning, making it more connected to consumers' financial journeys.

About Trust & Will

Established in 2017, Trust & Will has quickly risen as the go-to platform for digital estate planning in the U.S. With over one million users, the company is committed to providing simple, secure, and attorney-approved online solutions for wills, trusts, healthcare directives, and more. Their dedication to making estate planning accessible is reinforced by their status as a certified B Corporation.

In 2025, they launched the intelligent platform EstateOS, which utilizes AI to enhance clients' estate planning experiences. This innovative tool not only facilitates familial interactions but also supports financial advisors in managing the complexities of clients' estate plans effectively.

Supporting over 20,000 financial advisors and over 200 enterprise partners, Trust & Will is redefining estate planning as a key component of modern financial wellness. Their impressive partner roster includes notable names like AARP and UBS, further illustrating their influence within the industry.

Conclusion

As Trust & Will continues to innovate and expand, Jackie Frommer's role as CCO will be instrumental in steering the company’s strategic direction for years to come. Her depth of experience and visionary approach are anticipated to foster new growth avenues, ultimately aiming to reshape how families plan for their legacies. Stay tuned as Trust & Will forges ahead in their mission to integrate estate planning with comprehensive financial services to create a future where planning for generations becomes commonplace.