Cody Barbo

“It's a hybrid. We have an upfront fee that we charge for our three products, and then there's an ongoing annual subscription because estate planning is a lifetime of updates. It's not, you set it up once you're done with it. You have kids, you buy a home, you build your wealth, you have an inheritance, you have liquidity. We want to encourage people and use technology to update their estate plans throughout their lifetime.”

“So majority, about 70% of our members are going to fall within the kind of 25 to 50 range and have minor children.”

“I'd have to run the exact number. I mean, it's north... It's between comfortably sharing north of 5,000, and it just depends which product tier they chose, if it came through a channel partnership or it came direct.”