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Security Type
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SAFE
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Categories
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Other
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Min Investment
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$250
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Offering Date
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January 14, 2019
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Expected Close Date
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May 01, 2019
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Target Raise
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$25.00K-$1.07M
Key Deal Facts
Modernizing the $170B trust & estate planning industry with an easy, fast, and secure way to create will and trust documents online
End-to-end solution for creating, storing and updating your estate plan online
Targeting 250M eligible adults in the U.S., especially parents and homeowners
Now available in 49 states and the District of Columbia
11,000+ current users with consistent month-over-month growth in total users
Approximately $2M raised to date from private investors
Experienced team that has built successful startups and worked with Fortune 100 companies on numerous product development & software applications
Use of Proceeds
General Marketing: 30% - 38%
R&D: 30% - 12%
General Working Capital: 34% - 44%
Intermediary Fee: 6%
Perks
$250 - A free Will (US based investors only)
$500 - a free Will + Trust (US based investors only)
$1,000 - 2 free Wills + 1 Trust (US based investors only)
$5,000 - 2 free Wills + 1 Trust + thank you call from our CEO (US based investors only)
$25,000 - all the above perks + tour of Trust & Will (US based investors only)
Management Team / Advisory Board Bios
Cody Barbo - Founder & CEO
Founder & CEO / Techstars 2018 / SDSU Alumni Board Member
Daniel Goldstein - Founder & COO
Founder & COO / Techstars 2018 / Baylor Alum
Brian Lamb - Founder & Head of Product
Founder & Head of Product / Techstars 2018 / SDSU Alum
