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Trust & Willrevenue & funding

Legal Software961 West Laurel Street, San Diego, CaliforniaFounded 2017CEO Cody Barbo

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.

trustandwill.comLinkedInUpdated Oct 7, 2026
Annual revenue
$32M
Oct 2024 · Confirmed by CEO+68% YoY
Latka Top
#200
of 1,368 interviewed companies
Total raised
$25M
5 rounds
Employees
105
Oct 2024
Customers
5K

Trust & Will revenue

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 estimate
All 4 revenue readings, with sources
As ofRevenueSource
Jan 2020$300K–
Dec 2020$5M–
Dec 2023$19MConfirmed by CEO
Oct 2024$32MConfirmed 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.

DateRoundRaisedSource
Nov 2020Series B$15M–
Dec 2019Series A$6MCody Barbo on cameraWatch at 5:53
Jan 2019Seed$1.5M–
2019Seed$2MCody Barbo on cameraWatch at 5:50
Jan 2018Pre-Seed$530K–
Total raised$25M

Interviews with Cody Barbo

Nathan Latka has interviewed Trust & Will once, speaking with Cody Barbo. Each figure links to the second it was said.

Watch: How Trust & Will Passed 5,000 Paid Customers with Three Estate Planning Products (Interview with CEO Cody Barbo)

Read the interviewWatch

Trust & Will competitors

Trust & Will competes most directly with Willful.

CompanyRevenueFundingEmployeesCustomersFounded
Trust & Will$32M$25M1055K2017
Willful$3.1M$800K3010K2017

#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.

InvestorsAndy Kuchera, Matthew Lydecker

Also at Trust & WillNik Stansbury, Erin Delacroix, James Beange, Zach Cannon, Chris Davis, Sean Padon, Madeline Surette, Henry Frank, Ben Lugavere, Aaron Sarazan, David Ross, Kevin Noonan, Meaghan Maldonado, Larry Hendrix, Britney Busch, Alexa Zin, Whitney Hartshorne, Santhosh Devati, Michael Jones, James Collins, Kylie Hodges, Katie Anderson, Larry Kiger, Diana Cabrices, Megan Sornson Modl, Alexandra Sepulveda, Nicholas Schilling, Joseph Aranez, Victor Echevarria, Hanson Yu, Allyson Downey, Fabio V., Misty Mittelman, Ally Spencer, Tom Grinberg, Mavis Norwich, Ryan Kinkel, Nicholas Lee, Denilson Lopez, Afshan M., Whitney Furnholm, Stephany Bader, Kate Teal, David Weisman, Hassan Bazzi, O'Neill Dewey, Xochilpili F, Suhas Jagannath, Mel Lent, Abigail Carbonneau, Dan Summers, Grae Garnet, Jay S., Andrew Uebelein, Jill Nebeker, Ron Wangerin, Ada Madigan, Winter Faulk, Tim Frazer, Molly Peters, Chloe Burcell, Dan L., Jesse Ignell, Sarah White, Jennifer Dorothea, Sophie Heller, Sunny Rathor, Matt Bugbee, Michael Fiammetta, Giselle Krachenfels, Brandon Dees, Kari Hibler, Kyle R., Anastasia Santos, Jaden Rones, Justin Hersey, Corinne Wolfe, Domenic Scarpato, Emily Marshall, Chris Gast, Maxwell Moon, Payton Mayo, Maya Powers, Aaron Burcell, Brian Lee, Natalie Neto, Michael Salazar, Ashley Brooks, Tyler Bowen, Kelly Sobol, Travis Crocker

Formerly at Trust & WillChitra Patel

0
50
100
11
82
93
100
105
20202021202220232024
ReportedOne figure per year; a reported figure wins over an estimate
All 6 headcount readings, with sources
As ofEmployeesSource
Oct 2024105LinkedIn
Dec 2023100LinkedIn
Dec 202293LinkedIn
Dec 202182LinkedIn
Oct 202153–
202011Cody Barbo on cameraWatch at 15:37

Trust & Will FAQ

What is Trust & Will's revenue?

Trust & Will's annual revenue was $32M in October 2024, according to the CEO. No later figure is on record.

How much funding has Trust & Will raised?

Trust & Will has raised $25M across five funding rounds. The latest was a $15M Series B in November 2020.

How many employees does Trust & Will have?

Trust & Will had 105 employees in October 2024, according to LinkedIn.

Who is the CEO of Trust & Will?

Cody Barbo is the CEO of Trust & Will and co-founded the company in 2017. Nathan Latka interviewed Cody Barbo in 2020.

Who founded Trust & Will?

Lisa Dolan, Jennifer Villamin and Cody Barbo founded Trust & Will in 2017.

How this page is sourced

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.

Updated Oct 7, 2026Data disclaimerReport a correctionClaim this profile