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How Technology is Changing Estate Planning with Cody Barbo

Adam Torres and Cody Barbo discuss estate planning.

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Show Notes:

  • Estate planning
  • Digital Estate Planning
  • Technology

Do you have an estate plan? Many people don’t do estate plans because it takes a lot of time. Technology is simplifying estate planning. In this episode, Adam Torres and Cody Barbo, Founder and CEO of Trust and Will, explore the estate planning process and how technology is making things easier.

About Cody Barbo

I am an entrepreneur from San Diego, CA, and currently Founder & CEO of Trust & Will, an easy, fast, and secure way to set up your estate plan online. Since starting the company in October of 2017, we’ve raised 2 rounds of capital, went through Techstars, lined up partnerships with MassMutual, Policygenius, and more, completed the first electronic Will in history, and have helped tens of thousands of Americans kickstart their estate plan.

Prior to Trust & Will, I served as Founder & CEO of Industry, a ‘LinkedIn’ for the service and hospitality industry, where we took the company from idea to helping thousands of hospitality professionals move up in their careers with our platform. Over the course of several years, we built an amazing company that is my proudest accomplishment to date.

Additionally, I sit on the San Diego State University Alumni Board of Advisors. My commitment to SDSU is driven by my experience there as Student Body President, which uniquely placed me as CEO of Associate Students, a $30M student-directed not-for-profit auxiliary organization of San Diego State University.

About Trust & Will

Hi, we’re Trust & Will. We’re making estate planning simple, affordable, & accessible with a design-first approach and amazing customer support. We have tens of thousands of happy customers using our complete suite of products nationwide. We’re enabling every American to create a plan that fits their family, their life, and their legacy. 

We’re backed by some of the leading names in venture capital including Revolution’s Rise of the Rest, Western Technology Investments, Luma Launch, Halogen Ventures, and Techstars, as well as a prominent list of angel investors who all believe in our mission to help everyone leave a legacy they can be proud of.

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