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Trust & Will - Join us!
- 1. CONFIDENTIAL — DONOT DISTRIBUTE 1 Let’s transform estate planning, together.
- 2. CONFIDENTIAL — DONOT DISTRIBUTE 2 We’re making estate planning simple, affordable, & inclusive. We’re transforming an industry with a data driven, design-first approach and best-in-class customer support. From our light-filled, open offices in San Diego, CA to our remote team members across the country, we’re all bound by our mission to make estate planning simple, affordable and inclusive.
- 3. CONFIDENTIAL — DONOT DISTRIBUTE To provide families a better way to plan for the future. OUR MISSION 3
- 4. CONFIDENTIAL — DONOT DISTRIBUTE 4 Cody Barbo Co-founder and CEO Daniel Goldstein Co-founder and COO Brian Lamb Co-founder and Head of Product Driven by experienced, growth-focused leadership
- 5. CONFIDENTIAL — DONOT DISTRIBUTE Place photo over grey area 5 Patrick Hicks Head of Legal Eric Urhausen Head of Engineering Meg Palazzolo Head of Member Success Katie Fellenz Head of Marketing Megan Sornson Modl Head of Design Monica Ross Stevenson Chief of Staff Misty Mittelman Head of People Maria Potoroczyn Head of Product Management David Weisman Head of Partnerships John Zdanowski CFO, Advisor And strong foundations for scale. ● 50+ employees ● 2x+ team size in the past year ● Headquartered in San Diego, California ● Remote distributed team across the US ● 43% women identifying Jesse Draper Board Member Halogen Ventures Rob Chaplinsky Board Member Link Ventures Victor Echevarria Board Member Jackson Square Ventures
- 6. CONFIDENTIAL — DONOT DISTRIBUTE 6 $23m raised in venture rounds
- 7. CONFIDENTIAL — DONOT DISTRIBUTE 7 From day one, we’ve been committed to making Trust & Will a place where people can do the best work of their careers — sustainably. This means working reasonable hours. Spending each day in a welcoming, inclusive environment. Live the life you want. 1 DAY PTO/MONTH TO SPEND ON YOUR FAMILY OR FRIENDS
- 8. CONFIDENTIAL — DONOT DISTRIBUTE 8 Our team loves working here. So much so that we earned a spot in Inc. Magazine’s 2021 Best Workplaces in America list. Even while working remotely, we make sure to maintain a culture of inclusivity, openness & fun. The only thing missing is you. 2021 Best Places to Work
- 9. CONFIDENTIAL — DONOT DISTRIBUTE 9 Family We take care of each other, our team's families, and the millions of families that can benefit from an Estate Plan. Kindness AKA the no asshole rule, we treat each other with respect. Health We encourage, respect, and check in on each other's health (mental, physical, and emotional). Honesty/Integrity Radical candor, we are here to compliment each other’s strengths, and strengthen each other’s weaknesses Growth Growth at all costs—company growth, membership growth, and growth for the sake of personal and professional development. Fun/Humor Death forward, death positive, realizing that it is our duty to have fun as we build a company that provides death documents, building a brand and personality around estate planning. Company Values
- 10. CONFIDENTIAL — DONOT DISTRIBUTE 10 WorkAnniversaries
- 11. CONFIDENTIAL — DONOT DISTRIBUTE 1 year 11
- 12. CONFIDENTIAL — DONOT DISTRIBUTE 2 year 12
- 13. CONFIDENTIAL — DONOT DISTRIBUTE 3 year 13
- 14. CONFIDENTIAL — DONOT DISTRIBUTE 14 Birthdays
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- 17. CONFIDENTIAL — DONOT DISTRIBUTE 17
- 18. CONFIDENTIAL — DONOT DISTRIBUTE 18 Guest Speakers
- 19. CONFIDENTIAL — DONOT DISTRIBUTE 19
- 20. CONFIDENTIAL — DONOT DISTRIBUTE 20 Events
- 21. CONFIDENTIAL — DONOT DISTRIBUTE 21
- 22. CONFIDENTIAL — DONOT DISTRIBUTE Employee Benefits We continue to build best-in-class benefits as our company grows. We are committed to building Trust & Will as a supportive, collaborative, & welcoming culture. 22
- 23. CONFIDENTIAL — DONOT DISTRIBUTE Medical Benefits 23 Health Care Employee health insurance will be covered at 99%* of the cost and dependants will be covered at 80%* of the cost. *At Blue Shield CA PPO Gold plan Dental & Vision Employee dental & vision insurance will be covered at 70% of the cost and dependants will be covered at 50% of the cost.
- 24. CONFIDENTIAL — DONOT DISTRIBUTE Time-off Benefits 24 PTO Flexible PTO and Sick days, coordinate with your manager to take the time off you need, when you need it. Friends & Family Day 1 day a month to take to spend with friends and family. Volunteer 1% (4) days or (32) hours per year paid time to volunteer Parental Leave Primary Caregivers: 12 weeks 100%* paid leave Secondary Caregivers: 6 weeks 100%* paid leave *State paid leave where available
- 25. CONFIDENTIAL — DONOT DISTRIBUTE Financial Benefits 25 Life Insurance $50,000 Policy paid for by Trust & Will 401k Provided via Guideline, employee sponsored CashAccount Via Gusto, set up automatic savings from paychecks in just a few clicks & get a Gusto Debit Card. Cashout Via Gusto, cashout allows employees to get money between paydays, for free, if savings aren’t enough
- 26. CONFIDENTIAL — DONOT DISTRIBUTE Growth Benefits 26 Learning & Development We support continued learning, attending conferences, business societies & organizations, reading, & courses to help you grow. Mentorship Coordinate to get you 1-2 mentors with several years of experience ahead of you
- 27. CONFIDENTIAL — DONOT DISTRIBUTE Additional Benefits 27 Equipment Employees are provided an Apple laptop, keyboard, mouse, & monitor to get their workspace started. WFH Reimbursement $500 one-time reimbursement to set up your ideal home office
- 28. CONFIDENTIAL — DONOT DISTRIBUTE 28 Thank you!