Solutions
For Individual Investors
Scale your operations and better measure investment performance.
For Family Offices
Use Clockwork® to impress your stakeholders and evolve your portfolio operations.
For Funds and Intermediaries
Impress your LPs and drive ongoing engagement and participation.
Company
About Us
We improve investment decisions by loving what we do.
Join Us
We are a team of dedicated humans and our devoted pets.
Pricing
Blog
Charlottesville | NYC | Mexico City | Montevideo
Trust & Will
San Diego, CA, USA
Founded October 2017
72 Employees
C Corporation
Legal Services, IT Services
Key People
Cody Barbo
CEO
Daniel Goldstein
COO
Brian Lamb
Head of Product
Description
Trust & Will is modernizing the trust and estate planning industry with an easy, fast and secure way to set up your estate plan online.
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