Cody Barbo made a deliberate architectural choice when building AI at Trust & Will: design it specifically for estate planning, or don't build it at all. That discipline has produced results that generic AI adoption cannot match. Under Barbo's leadership, MetaSummary document extraction was deployed in 2025 and extended to all 26,000-plus registered advisors in April 2026, eliminating paid-tier gatekeeping on AI-powered document analysis. He directed the April 2026 launch of visual chart generation for consumers via the Estate Assistant. He embedded the Estate Assistant at the center of a redesigned advisor onboarding experience deployed to 100% of advisors in May 2026, directly addressing a documented gap for many registered advisors. In early 2026, Barbo launched the industry's first AI-generated property deed capability in California.