Trust & Will is a startup that aims to transform estate planning by making it simple, affordable and inclusive. It uses a data-driven and design-focused approach with a team across the US led by an experienced founding team. The document discusses Trust & Will's mission and values of supporting families, kindness, health, honesty and growth. It outlines the company's benefits such as medical, dental and vision insurance, paid time off, parental leave, life insurance and learning and development support to create a collaborative culture.

1. CONFIDENTIAL — DO NOT DISTRIBUTE 1
Let’s transform
estate planning,
together.

2. CONFIDENTIAL — DO NOT 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 — DO NOT DISTRIBUTE
To provide
families a better
way to plan for
the future.
OUR MISSION
3

4. CONFIDENTIAL — DO NOT 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 — DO NOT 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 — DO NOT DISTRIBUTE 6
$23m raised in
venture rounds

7. CONFIDENTIAL — DO NOT 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 — DO NOT 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 — DO NOT 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 — DO NOT DISTRIBUTE 10
WorkAnniversaries

11. CONFIDENTIAL — DO NOT DISTRIBUTE
1 year
11

12. CONFIDENTIAL — DO NOT DISTRIBUTE
2 year
12

13. CONFIDENTIAL — DO NOT DISTRIBUTE
3 year
13

14. CONFIDENTIAL — DO NOT DISTRIBUTE 14
Birthdays

15. CONFIDENTIAL — DO NOT DISTRIBUTE 15

16. CONFIDENTIAL — DO NOT DISTRIBUTE 16

17. CONFIDENTIAL — DO NOT DISTRIBUTE 17

18. CONFIDENTIAL — DO NOT DISTRIBUTE 18
Guest Speakers

19. CONFIDENTIAL — DO NOT DISTRIBUTE 19

20. CONFIDENTIAL — DO NOT DISTRIBUTE 20
Events

21. CONFIDENTIAL — DO NOT DISTRIBUTE 21

22. CONFIDENTIAL — DO NOT 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 — DO NOT 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 — DO NOT 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 — DO NOT 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 — DO NOT 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 — DO NOT 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 — DO NOT DISTRIBUTE 28
Thank you!