Since co-founding Trust & Will in 2017, Cody Barbo has built the leading digital estate planning platform in the U.S., growing the company from a direct-to-consumer tool into the operating infrastructure for an industry. His leadership in 2025 and 2026 has been defined by three priorities: product, scale, and access. On product, Barbo directed the June 2025 launch of EstateOS, reducing plan completion time by 46% and deploying AI tools across 26,000-plus financial professionals. On scale, he closed a $33 million Series C funding with Northwestern Mutual Future Ventures, UBS, and Erie Strategic Ventures; grew advisor channel revenue 54% year over year; and expanded to 145-plus enterprise partners. On access, he led the 2026 launch of Spanish-language consumer support, a redesigned advisor onboarding experience targeting a 25% increase in productive advisors, and platform expansions serving attorneys and nonprofits