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SXSW <> Trust & Will Pitch

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We were bummed we couldn't be in Austin at SXSW this year, but happy that we're still able to share our pitch deck for Trust & Will.

Trust & Will is disrupting the trust and estate planning industry with an easy, fast, and secure way to set up your estate plan online. We’ve modernized estate planning with a design-first approach, layered on top of incredible customer support to help people throughout the process — making estate planning simple, affordable, & accessible. Since starting the company in October of 2017, we’ve raised $8M in capital, went through the Techstars accelerator, lined up partnerships with MassMutual, Policygenius, and more, completed the first electronic Will in history, and have helped over 90,000+ Americans (as of 5/1/20) kickstart their estate plan.

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SXSW <> Trust & Will Pitch

  1. 1. TRUST & WILL CODY BARBO CEO, CO-FOUNDER APRIL 2020
  2. 2. REAL ESTATE PERSONAL PROPERTY BANK ACCOUNTS BUSINESS INTERESTS INVESTMENTS Every year, more than $1.2 Trillion transfers between generations through estate planning TRUST & WILL Traditionally facilitated through a fragmented and offline process. APRIL 2020
  3. 3. is modernizing the process of estate planning TRUST & WILL DOCUMENT APRIL 2020
  4. 4. Guardian Will Trust $49 UPFRONT $129 UPFRONT $499 UPFRONT TRUST & WILL $12 / YEAR $12 / YEAR $12 / YEAR Our products cover the needs of 95% of U.S. households Amazing customer support Instant gratification Affordable pricing Simple interface T AGE 25-65+ T AGE 25-34 T AGE 34-65+ APRIL 2020
  5. 5. TRUST & WILL The new breed of Estate Planner 150M Do not have an estate plan 45M Parents with kids under 18 that do not have an estate plan 250M Eligible US Adults + 3.5M new millennial parents every year + 40% of homebuyers are now millennials + An estate plan is a key part of complete financial wellness + Often recommended by real estate agents and financial advisors APRIL 2020
  6. 6. A complete Estate Plan in 15 minutes Members can create an account on any device, answer a series of simple questions, and instantly review their completed documents as soon as they finish. To see the full experience go to trustandwill.com to create an account and get started for free. TRUST & WILL APRIL 2020
  7. 7. Free premium document delivery Members can elect to have their documents printed, organized, and shipped in a premium package. TRUST & WILL
  8. 8. TRUST & WILL Attorney led team <30 second response time ~1k chats & calls every week ~2k documents created every weekRated 4.9 out of 5 The entire experience is backed by our dedicated expert support team We pride ourselves on our speedy response time and knowledgeable experts standing by to help. APRIL 2020
  9. 9. We’re looking forward to seeing everyone at SXSW 2021 TRUST & WILL APRIL 2020 Stay safe. Stay healthy.
  10. 10. Thank you TRUST & WILL CODY BARBO APRIL 2020 CEO, CO-FOUNDER

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