In this episode, we sit down with Cody Barbo, Founder & CEO of Trust & Will, the leading digital estate planning platform transforming how families prepare for the future. Cody shares his entrepreneurial journey, the challenges of disrupting a traditional industry, and how Trust & Will has grown to serve over one million Americans with secure, affordable, and modern estate planning solutions.
We dive into the company’s early days at Techstars, raising over $83M in funding, and forging key partnerships with institutions like UBS, AARP, Carta, and Acorns. Cody also reveals insights into building EstateOS™, the world’s first intelligent platform designed to modernize legacy management through AI-enabled workflows, collaboration tools, and dynamic estate planning solutions.
Beyond his role as a founder, Cody reflects on his previous venture Industry, his passion for mentorship, and the personal motivations that drive his mission to make estate planning accessible to everyone. Listeners will walk away with valuable lessons on entrepreneurship, innovation, and legacy-building.
If you want to understand how technology is reshaping the way we protect families and plan for the future, this episode is a must-listen.
Host: Jake Aaron Villarreal, leads the top AI Recruitment Firm in Silicon Valley www.matchrelevant.com, uncovering stories of funded startups and goes behinds to scenes to tell their founders journey. If you are growing AI Startup or have a great storytelling, email us at: jake.villarreal@matchrelevant.com
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