Full-Time
Associate General Counsel, Consumer Privacy, AI & Product
Posted on 7/28/2025
Trust & Will
51-200 employees
Online estate planning platform for trusts
Compensation Overview
$150k - $175k/yr
No H1B Sponsorship
Pennsylvania, USA + 12 more
More locations: California, USA | Vermont, USA | Texas, USA | Jackson Township, NJ, USA | Florida, USA | Georgia, USA | Colorado, USA | New York, NY, USA | Maryland, USA | North Carolina, USA | Illinois, USA | Idaho, USA
Remote
This position is available to candidates residing in the following states only: California (CA), Colorado (CO), Florida (FL), Georgia (GA), Idaho (ID), Illinois (IL), Maryland (MD), New Jersey (NJ), New York (NY), North Carolina (NC), Pennsylvania (PA), Texas (TX), Vermont (VT)
 Legal & Compliance (1) |
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- J.D. from an accredited law school and admission to at least one state bar.
- Minimum of 5-8 years of relevant legal experience, with a strong focus on privacy law.
- Experience in technology or product development within a legal framework.
- Proven track record of reviewing privacy clauses in commercial contracts and strategic partnerships with a practical lens.
- Excellent communication skills, both written and verbal.
- Detail-oriented with strong organizational skills.
- Authorized to work in the US without sponsorship now and in the future required.
- Lead the company's privacy program, ensuring compliance with relevant laws and regulations.
- Help operationalize privacy and introduce scalable solutions to improve management of privacy tickets, data records, PIAs and other privacy projects.
- Be the subject matter expert on legal aspects of artificial intelligence at the company and help Trust & Will become the leader in artificial intelligence in estate planning solutions.
- Identify and mitigate privacy legal risks throughout the product lifecycle, proposing adjustments or alternative solutions, as necessary.
- Collaborate with our in-house Legal team on estate planning product development that fosters innovation while managing privacy risk.
- Collaborate with our commercial team on privacy and artificial intelligence standards for vendor and customer agreements.
- Experience working in a tech company and/or high-growth startup
Trust & Will runs an online platform for estate planning, allowing individuals and families to create, edit, store, and share documents like trusts, wills, and guardianships. The platform uses templates and guidance designed by legal professionals and is accessed via a subscription model with plans starting at $39. Users input their information on the site, generate legally sound documents, and have them stored in their account, with options to edit and share as needed. The company differentiates itself through affordability, ease of use, and accessibility, focusing on a straightforward, user-friendly experience rather than traditional, high-cost legal services. Its goal is to make estate planning simple and affordable so more people can secure their legacy and protect their loved ones.
Company Size
51-200
Company Stage
Series C
Total Funding
$67.6M
Headquarters
San Diego, California
Founded
2017
Simplify's Take
What believers are saying
- Series C raised $32M+ in 2025 from Moderne Ventures and Curql.
- BestFarewell partnership integrates preparation to legal documents.
- AI assistant and document extraction launched for advisors.
What critics are saying
- FreeWill erodes revenue with free wills in 6-12 months.
- LegalZoom captures complex estates via attorney consultations.
- State bars invalidate documents, triggering lawsuits in 18-24 months.
What makes Trust & Will unique
- Trust & Will offers attorney-reviewed, state-specific trusts and wills online.
- EstateOS for Advisors serves 17,000 financial advisors with AI tools.
- AARP and credit unions partner exclusively with Trust & Will for members.
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Benefits
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Parental Leave
401(k) Retirement Plan
Unlimited Paid Time Off
Flexible Work Hours
Home Office Stipend
Company Equity
Growth & Insights and Company News
6 month growth
↑ 0%1 year growth
↑ 6%2 year growth
↓ -3%BestFarewell partners with Trust & Will to help families complete their estate plans. Jay, CEO of BestFarewell You spent hours organizing your assets, naming beneficiaries, choosing fiduciaries, and documenting your healthcare wishes inside BestFarewell's estate planning tool. All of that preparation lives in one place, ready to go. But there has always been a gap between getting organized and getting it done legally. Today, that gap closes. BestFarewell, Inc. is thrilled to announce that BestFarewell has partnered with Trust & Will, the online estate planning platform trusted by over one million families across the United States. This partnership gives BestFarewell users a direct path from preparation to legally binding documents, all without leaving the planning flow they already know. Why this partnership matters. BestFarewell has always been about preparation. Its estate planning tool walks you through the five pillars (assets, people, team, wishes, and final details) so you arrive at an attorney meeting organized and informed. Trust & Will takes the next step: turning that preparation into a valid trust, will, or guardianship document crafted by licensed attorneys and backed by legal review in all 50 states. Together, the two platforms cover the full journey. Plan with BestFarewell. Finalize with Trust & Will. No paper shuffling, no scheduling headaches, no starting from scratch with a new service. How it works. Once you complete at least 80% of BestFarewell's estate planning tool, a new option appears on your Estate Dashboard. You will see a Trust & Will button in your sidebar and at the bottom of your dashboard overview. Click it, and you are taken directly to Trust & Will's platform where you can create your legal documents. The process is straightforward: * Complete your estate plan preparation in BestFarewell (at least 80%) * Look for the Trust & Will CTA on your Estate Dashboard * Click through to Trust & Will and create your trust, will, or guardianship documents * Get your documents reviewed by licensed attorneys What Trust & Will offers. Trust & Will is not a generic document generator. Their platform was built specifically for estate planning, with plans that cover trusts, wills, guardianship designations, and more. Every document is state-specific, attorney-reviewed, and designed to hold up when it matters most. Their pricing is transparent, their process is guided step by step, and their support team is available to answer questions along the way. For families who have already done the hard work of organizing their estate inside BestFarewell, Trust & Will provides the legal finish line. A shared mission. Both BestFarewell and Trust & Will believe that estate planning should be accessible, understandable, and within reach for every family. Too many people put off creating a will or trust because the process feels overwhelming, expensive, or confusing. This partnership removes those barriers by connecting preparation with execution in a single, seamless experience. BestFarewell, Inc. built BestFarewell to help families get organized before it is too late. Trust & Will helps families make it legal before it is too late. The timing could not be better. Get started today. If you have already been working through your estate plan in BestFarewell, check your Estate Dashboard. Once you hit 80% completion, the Trust & Will integration will be waiting for you. If you have not started yet, there is no better time to begin your estate planning journey. Visit Trust & Will to learn more about their plans and pricing. And if you want to see everything BestFarewell offers for end-of-life planning, from memorials to digital vaults, explore the full platform. Get organized. Make it legal. Protect the people who matter most.
Trust & Will has introduced AI-powered document extraction and assistant tools within its EstateOS for Advisors platform. The AI assistant provides instant answers about client details and estate planning concepts through a built-in chat feature, whilst the document extraction tool reads uploaded estate documents and generates detailed summaries. The tools enable advisors to quickly confirm if clients have trusts on file, identify when reviews are needed, and spot planning gaps. Over 17,000 financial advisors and firms currently use Trust & Will's platform. Financial advisor Suthipong Chitrathorn, who has tested the features, suggests incorporating trust document checks into routine client reviews to maintain engagement and identify opportunities for plan updates as clients' circumstances change.
Love my credit union rewards. February 01, 2026 | News FirstLight Federal Credit Union partnered with Trust & Will to provide members with an easy and affordable way to create an estate plan online. Trust & Will is the leader in online estate planning and has helped over half a million families secure their legacies. Together, FirstLight Federal Credit Union is on a mission to help families protect their legacy and give their families peace of mind.
Trust & Will ranked #178 fastest growing company in North America on the 2025 Deloitte Technology Fast 500(TM). SAN DIEGO, Nov. 19, 2025 Recognized as a Top 10 Company Among San Diego Based Winners SAN DIEGO, Nov. 19, 2025 /PRNewswire/ - Trust & Will, the leader in online estate planning, today announced it ranked No. 178 on the Deloitte Technology Fast 500(TM), a ranking of the 500 fastest growing technology, media, telecommunications, life sciences, fintech, and energy tech companies in North America, now in its 31st year. Trust & Will was also recognized as a top 10 company among all San Diego based winners on this year's list. Technology Fast 500 award winners are selected based on percentage fiscal year revenue growth from 2021 to 2024. Trust & Will grew 456% during this period. Trust & Will ranks #178 on the 2025 Deloitte Technology Fast 500 and is recognized as a top 10 San Diego company Trust & Will's CEO, Cody Barbo, credits continued product expansion, growing enterprise adoption, and rising demand for accessible estate planning with the company's 456% revenue growth. "Millions of Americans have trusted us to help them protect what matters most, and earning that trust every day is what drives us forward," said Cody Barbo, Co-founder and CEO, Trust & Will. "Our team has stayed focused on building products that reduce stress, remove confusion, and make estate planning more accessible for everyone. This recognition reflects the momentum created by the families we serve and the partners who believe in our mission." Throughout 2025, Trust & Will strengthened its market position by advancing major product, partnership, and industry initiatives. The company closed a Series C funding round of more than $34 million, supporting continued investment in product development and national distribution. That investment helped accelerate the launch of EstateOS(TM), an intelligent estate planning platform designed to help families, advisors, and institutions collaborate, stay organized, and manage important information with greater clarity and transparency. Trust & Will also expanded its leadership role across the estate planning, wealth management, and fintech sectors. The inaugural Guiding Generations event gathered leaders from across these industries for discussions on innovation, access, and the future of legacy planning. The company launched its Nonprofit Platform to help charitable organizations convert planned giving interest into meaningful donor action. Industry recognition continued to grow as Trust & Will and CEO Cody Barbo were named finalists in four categories at the 2025 WealthManagement.com Industry Awards, earning a win in the Estate Planning category for Trusts. Consumer and partner adoption accelerated significantly as well. Trust & Will surpassed one million users and continued supporting 20,000+ advisors and 200+ institutional partners nationwide. The company also expanded a first of its kind bank distribution program when Fifth Third became the first U.S. bank to offer free wills to all customers. Trust & Will and Fifth Third Bank shared insights from the program's early impact on stage at Money20/20 USA. To support this growth, the company appointed Jackie Frommer as Chief Commercial Officer to help advance enterprise and financial services partnerships. Trust & Will maintained its SOC 2 compliance posture through ongoing independent attestation and strengthened its mission governance as a Certified B Corporation while converting to a Public Benefit Corporation. Overall, 2025 Technology Fast 500 companies achieved revenue growth ranging from 122% to 29,738% over the three year timeframe, with an average growth rate of 1,079%. About Trust & Will Founded in 2017, Trust & Will is the leading digital estate planning platform in the U.S., trusted by over one million individuals and families. Its simple, secure, and attorney-approved online solutions empower Americans to create wills, trusts, healthcare directives, and other essential estate planning documents tailored to state-specific laws. As a certified B Corporation and Public Benefit Corporation (PBC), its mission to help every family leave a meaningful legacy is embedded into its business model, ensuring estate planning is accessible, affordable, and inclusive for all. In 2025, The Andalusia Star News introduced EstateOS(TM), the first intelligent platform built to modernize legacy planning and preservation. EstateOS powers connected estate plans for families and offers AI-enabled workflows, document extraction, and client collaboration designed specifically for professionals. Today, its platform supports 20,000+ financial advisors and 200+ enterprise partners, including banks, financial institutions, attorneys, nonprofits, real estate agents, and technology platforms. Notable partners include AARP, Fifth Third Bank, UBS, USAA, LPL Financial, and Northwestern Mutual. By enabling diverse professionals and organizations to integrate digital estate planning into their services, The Andalusia Star News is broadening estate planning access and fostering proactive, multi-generational financial conversations. With more than one million users and over $200 billion in self-reported estate assets, Trust & Will is redefining estate planning as a strategic pillar of modern financial wellness. Recognized for innovation and leadership, The Andalusia Star News has earned spots on the CNBC Disruptor 50, Inc. 5000, and Deloitte Technology Fast 500(TM) lists. About the 2025 Deloitte Technology Fast 500 Now in its 31st year, the Deloitte Technology Fast 500 provides a ranking of the fastest-growing technology, media, telecommunications, life sciences, fintech, and energy tech companies - both public and private - in North America. Technology Fast 500 award winners are selected based on percentage fiscal year revenue growth from 2021 to 2024. In order to be eligible for Technology Fast 500 recognition, companies must own proprietary intellectual property or proprietary technology that significantly contributes to the company's operating revenues. Companies must have base-year operating revenues of at least US$50,000, and current-year operating revenues of at least US$5 million, with a growth rate of 50% or greater. Additionally, companies must be in business for a minimum of four years and be headquartered within North America (United States and Canada). View original content to download multimedia:https://www.prnewswire.com/news-releases/trust-will-ranked-178-fastest-growing-company-in-north-america-on-the-2025-deloitte-technology-fast-500-302620807.html SOURCE Trust & Will
Farmers Insurance Group has teamed up with Trust & Will, a leading online estate planning provider, to help you set up your will or trust.