We were bummed we couldn't be in Austin at SXSW this year, but happy that we're still able to share our pitch deck for Trust & Will. Trust & Will is disrupting the trust and estate planning industry with an easy, fast, and secure way to set up your estate plan online. We’ve modernized estate planning with a design-first approach, layered on top of incredible customer support to help people throughout the process — making estate planning simple, affordable, & accessible. Since starting the company in October of 2017, we’ve raised $8M in capital, went through the Techstars accelerator, lined up partnerships with MassMutual, Policygenius, and more, completed the first electronic Will in history, and have helped over 90,000+ Americans (as of 5/1/20) kickstart their estate plan.

1. TRUST & WILL
CODY BARBO
CEO, CO-FOUNDER
APRIL 2020

2. REAL
ESTATE
PERSONAL
PROPERTY
BANK
ACCOUNTS
BUSINESS
INTERESTS
INVESTMENTS
Every year, more than
$1.2 Trillion transfers
between generations
through estate planning
TRUST & WILL
Traditionally facilitated
through a fragmented and
offline process.
APRIL 2020

3. is modernizing the
process of estate planning
TRUST & WILL
DOCUMENT
APRIL 2020

4. Guardian
Will
Trust
$49 UPFRONT
$129 UPFRONT
$499 UPFRONT
TRUST & WILL
$12 / YEAR
$12 / YEAR
$12 / YEAR
Our products cover the needs
of 95% of U.S. households
Amazing customer support
Instant gratification
Affordable pricing
Simple interface
T
AGE
25-65+
T
AGE
25-34
T
AGE
34-65+
APRIL 2020

5. TRUST & WILL
The new breed of
Estate Planner
150M Do not have an estate plan
45M Parents with kids under 18 that do not have an estate plan
250M Eligible US Adults
+ 3.5M new millennial parents every year
+ 40% of homebuyers are now millennials
+ An estate plan is a key part of complete financial wellness
+ Often recommended by real estate agents and financial advisors
APRIL 2020

6. A complete Estate
Plan in 15 minutes
Members can create an
account on any device, answer
a series of simple questions,
and instantly review their
completed documents as soon
as they finish.
To see the full experience go to
trustandwill.com to create an
account and get started for free.
TRUST & WILL APRIL 2020

7. Free premium
document delivery
Members can elect to have
their documents printed,
organized, and shipped in a
premium package.
TRUST & WILL

8. TRUST & WILL
Attorney led team
<30 second response time
~1k chats & calls every week
~2k documents created every weekRated 4.9 out of 5
The entire experience is
backed by our dedicated
expert support team
We pride ourselves on our speedy
response time and knowledgeable
experts standing by to help.
APRIL 2020

9. We’re looking forward to seeing
everyone at SXSW 2021
TRUST & WILL APRIL 2020
Stay safe. Stay healthy.

10. Thank you
TRUST & WILL
CODY BARBO
APRIL 2020
CEO, CO-FOUNDER