Trust & Will cover feature

Trust & Will

Modernizing the $170B trust & estate planning industry
$226,336 Raised
Ended May 1st
352 Investors
Deal highlights
Modernizing the $170B trust & estate planning industry with an easy, fast, and secure way to create will and trust documents online
End-to-end solution for creating, storing and updating your estate plan online
Targeting 250M eligible adults in the U.S., especially parents and homeowners
Now available in 49 states and the District of Columbia
11,000+ current users with consistent month-over-month growth in total users
Approximately $2M raised to date from private investors
Experienced...
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Company Details

Location
San Diego, CA
Founded
2017
Employees
6

Key Team Members

Cody Barbo
CEO, Director, President, Chief Financia...
Daniel Goldstein
COO, Director and Secretarr

Financials

Most recent Fiscal Year

Income Statement

Revenue
$0
Cost of Goods Sold
$0
Gross Profit
$0
Taxes
$0
Net Income
$0

Balance Sheet

Total Assets
$124,810
Cash
$124,810
Accounts Receivable
$0
Short Term Debt
$0
Long Term Debt
$165,000

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