estate-planning

(3)
Legend
Cody Barbo
Founder · Executive · Operator

Cody Barbo

Cody Barbo is the founder and CEO of Trust & Will, the leading digital estate planning and settlement platform in the United States. A two-time founder from San Diego, he launched Trust & Will in 2017 to make wills, trusts, and estate planning affordable and accessible for everyday families. Under his leadership the company has grown past one million users, raised more than $80 million in venture capital, and partners with names like AARP, Northwestern Mutual, UBS, and USAA. Before Trust & Will he founded Industry, a professional network for the hospitality sector, and served as CEO and president of Associated Students at San Diego State University.

cody-barbo · trust-and-willRead →
Legend
Kory Kelly
Founder · Executive · Operator

Kory Kelly

Kory Kelly is the co-founder and CEO of Legal Karma, an Austin-based legal tech company that lets banks and credit unions sell wills, trusts, and powers of attorney to their members as easily as opening a checking account. A farm-town Texan turned university lecturer turned founder, Kelly has grown Legal Karma from a rejected idea pitched to skeptical lawyers into a B2B2C platform powering estate planning for over 100 financial institutions.

legal-karma · legal-techRead →
Legend
Daniel Shaw
Founder · Executive · Operator

Daniel Shaw

Daniel Shaw is the co-founder and CEO of Autumn, a New York-based end-of-life marketplace built to help bereaved families navigate the legal, financial, emotional and logistical mess that follows a death. A medical school dropout turned 15-year creative technologist (Director of Digital Accounts at Wieden+Kennedy), Shaw lost a string of close family members over a decade and was appalled by how disorganized and unhelpful the deathcare industry was. So he aggregated more than 500,000 local providers, wrote free guides, and set out to let people manage death the same way they manage life - under the banner 'We make loss more livable.'

daniel-shaw · autumnRead →