Trust & Will

Modernizing the $170B trust & estate planning industry

Security Type: SAFE
Categories: Other
Min Investment: $250
Location: San Diego, CA
Offering Date: January 14, 2019
Expected Close Date: May 01, 2019
Target Raise: $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

Amount Raised : $7,750

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Security Description

A SAFE is an agreement between you—the investor—and the company in which the company promises to give you a future equity stake based on the amount you invested. It also involves some kind of a triggering event that must take place in order for you to get your future equity stake. Be careful as you may only get equity if a particular event is triggered.

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