wills-and-trusts
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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.
Autumn
Autumn is a New York-based deathcare startup that built what it called the world's first deathcare marketplace: a free platform that walks bereaved Americans through the tangle of tasks that follow a death - funerals, estates, probate, moving, grief - with step-by-step guides and a directory of more than 500,000 local providers like funeral homes, estate attorneys, financial planners and grief specialists. Launched in July 2022 with a $600,000 pre-seed round led by Bullish, the company made the process free for grieving families and earned revenue from providers who paid to be listed.
Legal Karma
Legal Karma is an Austin-based B2B legaltech company that gives banks and credit unions a white-label engine for offering wills, trusts, and powers of attorney directly to their account holders. It handles the document automation, 50-state attorney-reviewed legal infrastructure, compliance, member support, and marketing so a financial institution can stand up a profitable estate planning department in about four weeks - while keeping 100% of the revenue and ownership of the customer relationship.
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.