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Trust & Will's Remarkable Achievement in the 2025 Inc. 5000

Trust & Will, a prominent name in the digital estate planning sector, has once again proven its caliber by ranking No. 909 on the esteemed 2025 Inc. 5000 list. This distinction marks the third consecutive year the company has secured a position among the top 20% of the fastest-growing private companies in America. The announcement, made on August 12, 2025, highlights Trust & Will's commitment to revolutionizing the estate planning process, making it more accessible to individuals and families across the United States.

A Testament to Teamwork and Vision

Cody Barbo, the CEO and co-founder of Trust & Will, shared his excitement over this achievement, attributing it to the hard work and dedication of his team. He stated, "Being recognized by Inc. 5000 for three years running is a testament to the incredible work our team does every day. We're proud not only of our sustained growth but of the meaningful impact we're making by providing affordable, straightforward estate planning tools that give people peace of mind."

This recognition underscores Trust & Will's vital role in the evolving landscape of estate planning. The company has consistently focused on simplifying the estate planning process, ensuring that its services remain user-friendly and affordable, catering to a wide audience across various demographics.

Overcoming Economic Challenges

The 2025 Inc. 5000 list shines a spotlight on companies that have thrived despite external economic challenges, including inflation and labor market volatility. This year’s rankings reflect a considerable growth trajectory, with Trust & Will emerging strong in its sector. The achievement not only emphasizes financial success but also highlights the importance of innovative services in achieving sustainable growth.

Recent Milestones

Trust & Will’s growth is further accentuated by several recent milestones:

1. Introduction of EstateOS: The launch of EstateOS, the first intelligent estate planning platform, marks a significant innovation. This platform transforms traditional document creation into dynamic, interactive systems, allowing families and professionals to create tailored estate plans with personalized insights and seamless coordination.

2. Series C Funding: The company successfully raised over $33 million in Series C funding, which will bolster its ability to innovate and enhance its platform and services on a national scale. This investment is a clear indicator of market confidence in Trust & Will's potential for growth and impact.

3. Transition to a Public Benefit Corporation: Trust & Will has also made significant strides by transitioning to a Public Benefit Corporation (PBC). This move reinforces its commitment to social responsibility and transparency, ensuring that ethical considerations are at the forefront of its business model, alongside performance metrics.

A Local Leader with National Impact

Headquartered in San Diego, Trust & Will also made impressive marks in various sub-categories within the Inc. 5000 list: it ranked No. 17 in the San Diego-Chula Vista-Carlsbad metropolitan area, No. 65 in the financial services sector, and No. 152 among California-based companies. This local recognition complements its national acclaim, illustrating its robust presence both regionally and countrywide.

Mike Hofman, the editor-in-chief of Inc., noted the importance of the entrepreneurial spirit during challenging times, stating, "Making the Inc. 5000 is always a remarkable achievement, but earning a spot this year speaks volumes about a company's tenacity and clarity of vision. These businesses didn't just weather the storm—they grew through it, proving once again that the entrepreneurial spirit is the driving force behind the U.S. economy."

Looking Ahead

The annual Conference Gala held by Inc., scheduled for October 22-24 in Phoenix, will celebrate Trust & Will alongside the other 2025 Inc. 5000 companies. As the company looks to the future, it aims to expand its reach and continue contributing significantly to the estate planning domain.

About Trust & Will

Founded in 2017, Trust & Will has quickly become the leading platform for digital estate planning in the U.S., enabling over one million individuals and families to access critical planning tools. The firm’s online solutions, which encompass wills, trusts, and healthcare directives, are crafted to meet specific state laws, ensuring comprehensive coverage for users.

Emphasizing social responsibility and inclusion, Trust & Will’s dedication to empowering people to secure their legacy is a core aspect of its operational ethos. As a certified B Corporation and Public Benefit Corporation, Trust & Will stands at the forefront of a movement to make estate planning accessible to all, ultimately redefining how families and individuals approach their financial wellness and legacy planning.