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Trust & Will

Est. 2017·
🇺🇸
United States
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Inheritance
Last verified Jun 24, 2026

About Trust & Will

Trust & Will is a San Diego–based digital estate‑planning company founded in October 2017 by Cody Barbo, Daniel Goldstein and Brian Lamb to modernize trusts and wills with a design‑first, online experience; the team went through Techstars, completed the first electronic will in the U.S., and has helped hundreds of thousands of Americans while raising multiple venture rounds including a Series B.

The company provides dedicated guidance and tools for Bitcoin and cryptocurrency estate planning—covering how to prepare private keys and inventories, and how to leave Bitcoin to heirs via beneficiary designations, trusts or wills—plus practical recommendations like instruction letters to ensure access and avoid probate.

Leadership is led by Founder & CEO Cody Barbo, alongside co‑founders Daniel Goldstein (Co‑Founder & COO) and Brian Lamb; Trust & Will emphasizes attorney‑approved documents, secure storage and member support as it expands estate and probate products.

Leadership

Cody Barbo
Daniel Goldstein
Co-Founder, COO
Dale Sperling
Chief Marketing Officer
Doug Luftman
Chief Legal Officer
in ↗
Stephany Bader
VP of Product

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Company Details

Year formed2017
HQ countryUnited States
Founded inSan Diego, CA

Data Provenance

Facts verified by 21Rates research · Jun 24, 2026
1 sources cited on this page
21rates.com/companies/trust-and-will · structured data: Organization · Person ×5

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