Trust & Will is a San Diego-based online estate planning platform founded in October 2017 by Cody Barbo, who serves as CEO, along with co-founders Daniel Goldstein and Brian.
Trust & Will's annual revenue was $32M in October 2024, the most recent figure on record. That is up 68% from $19M a year earlier. Trust & Will is #200 on the Latka Top. The Latka Top ranks the 1,368 companies Nathan Latka has interviewed by revenue.
$0
$10M
$20M
$30M
$5M
–
$19M
$32M
20202021–2220232024
ReportedOne figure per year; a reported figure wins over an estimateAll 4 revenue readings, with sources
As of
Revenue
Source
Jan 2020
$300K
–
Dec 2020
$5M
–
Dec 2023
$19M
Confirmed by CEO
Oct 2024
$32M
Confirmed by CEO
– source not recorded
Trust & Will funding rounds & investors
Trust & Will has raised $25M across five rounds since 2018. The latest was a $15M Series B in November 2020.
#11 of 239 Legal Software companies by revenue · category median $1.9M · See the ranking
Trust & Will CEO, founders & employees
Cody Barbo founded Trust & Will in 2017 with Lisa Dolan and Jennifer Villamin and runs it as CEO. Trust & Will had 105 employees (October 2024, LinkedIn), up from 100 a year earlier.
11 said on camera · 6 from public sources. Founder figures link to the second they were said; public figures name their source; estimates are marked EST. and say whose they are. Not financial advice. The Latka Top ranks the private, operating companies Nathan Latka has interviewed by the latest revenue figure on each profile, reported or estimated; equal figures share a rank.