#United States #San Diego #Deloitte Fast 500 #Estate Planning #Trust & Will

Trust & Will Achieves Impressive Growth

Trust & Will, the frontrunner in online estate planning, has been recognized as #178 on the Deloitte Technology Fast 500 list, which celebrates the 500 fastest growing technology, media, telecommunications, life sciences, fintech, and energy tech companies in North America. This prestigious ranking is a testament to the company's remarkable growth of 456% in revenue from 2021 to 2024, and it also places Trust & Will among the top 10 San Diego companies on this list.

The Catalyst Behind the Growth

Cody Barbo, the CEO and co-founder of Trust & Will, attributes this impressive growth to several key factors: product innovation, strategic partnerships, and an increasing demand for accessible estate planning solutions. According to Barbo, "Millions of Americans have trusted us to help them protect what matters most, and earning that trust every day is what drives us forward." The company's continued focus on building user-friendly products has greatly reduced the stress and confusion traditionally associated with estate planning.

Through 2025, Trust & Will has not only maintained its growth trajectory but has also enhanced its market position through significant product initiatives and strategic collaborations. The company successfully closed a Series C funding round that accrued over $34 million, fueling further investment in product development and national distribution efforts.

Launch of EstateOS™

An important milestone for the company was the introduction of EstateOS™, an innovative estate planning platform designed to facilitate collaboration among families, advisors, and institutions. This platform allows users to manage important documents with clarity and transparency, demonstrating Trust & Will's commitment to leading advancements in the estate planning sector.

Industry Engagement and Recognition

Trust & Will has also taken a proactive role in industry discussions surrounding estate planning and wealth management through initiatives such as the Guiding Generations event. This inaugural gathering brought together leaders from various sectors to discuss innovations and future trends in legacy planning. Additionally, the company's new Nonprofit Platform aims to assist charitable organizations in converting planned giving interests into actionable donor engagement.

The accolades for Trust & Will continue to stack up as they and Cody Barbo were finalists in four categories at the 2025 WealthManagement.com Industry Awards, winning the Estate Planning category for Trusts.

On the consumer adoption front, Trust & Will has surpassed one million users and has developed partnerships with over 20,000 advisors and more than 200 institutional partners nationwide. The partnership with Fifth Third Bank was particularly noteworthy as it became the first U.S. bank to offer complimentary wills to every customer, revealing a commitment to expanding access to estate planning services.

Commitment to Social Responsibility

As market demands grow, Trust & Will appointed Jackie Frommer as Chief Commercial Officer to enhance enterprise and financial services partnerships. Furthermore, the company continues to meet its SOC 2 compliance requirements and has successfully converted to a Public Benefit Corporation, showcasing its dedication to transparency and ethical governance.

Overall, the 2025 Deloitte Technology Fast 500 list saw companies achieve revenue growth ranging from 122% to 29,738%, with an average growth rate of 1,079%. Trust & Will's achievement on this list underscores its significant contribution to shaping the future of estate planning.

About Trust & Will

Founded in 2017, Trust & Will stands as the leading digital estate planning platform in the U.S., trusted by over one million individuals and families. Their platform simplifies the process of creating essential estate planning documents such as wills and trusts, all while ensuring accessibility and affordability.

With a vision to transform the estate planning landscape, Trust & Will introduced EstateOS™, aiming to modernize how families approach legacy planning. Their collaborations with financial professionals and key organizations further broaden accessibility and ignite essential conversations about multi-generational financial planning.

In summary, Trust & Will is not just reshaping estate planning as a service but is redefining it as a strategic pillar of modern financial well-being. The company, recognized by influential lists such as the CNBC Disruptor 50, continues to innovate, aiming to make estate planning both accessible and inclusive for all.