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In this episode, Dan sits down with the founder and CEO of Trust & Will, Cody Barbo. Trust & Will is a series A stage company that currently serves over 150,000 families in one of the most essential and yet underserved markets. Trust & Will helps individuals and families by making estate planning simple, accessible, and affordable.
From being elected Student Body President at San Diego State University to impressing Shark Tank investor Mark Cuban at a pitch event, Cody has made the most of unique opportunities to develop and showcase his entrepreneurial skills. He’s put those skills to good use in founding an already successful estate planning fintech that has taken on industry incumbents and is set to explode. Join us as we trace Cody’s journey and learn how he saw the vision, secured investors, and successfully launched Trust & Will.