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Cody Barbo

๐Ÿ‘ค Speaker
245 total appearances

Appearances Over Time

Podcast Appearances

SaaS Interviews with CEOs, Startups, Founders
Trust and Will Company Passes 5k Customers, $1m in ARR Digital Way to Do Estate Planning

It is a 10x jump to the trust.

SaaS Interviews with CEOs, Startups, Founders
Trust and Will Company Passes 5k Customers, $1m in ARR Digital Way to Do Estate Planning

I think with estate planning, most attorneys want you to set up a trust.

SaaS Interviews with CEOs, Startups, Founders
Trust and Will Company Passes 5k Customers, $1m in ARR Digital Way to Do Estate Planning

It is the best option if you want to protect your assets, avoid probate, and avoid those fees that are associated with it.

SaaS Interviews with CEOs, Startups, Founders
Trust and Will Company Passes 5k Customers, $1m in ARR Digital Way to Do Estate Planning

But for the first-time parent who maybe doesn't own any homes, I think of the younger millennial parent, like mid to late 20s, who just had their first kid, doesn't own any home or any property or assets.

SaaS Interviews with CEOs, Startups, Founders
Trust and Will Company Passes 5k Customers, $1m in ARR Digital Way to Do Estate Planning

The peace of mind of knowing that your kids are protected is the single most important thing that we're trying to hit on, which is why 45 million parents...

SaaS Interviews with CEOs, Startups, Founders
Trust and Will Company Passes 5k Customers, $1m in ARR Digital Way to Do Estate Planning

with minor kids in this country, don't have any estate plan, let's start them with the Guardian product and then work them up towards a will package or a trust package when the time is right, never forcing them into something that they're not quite ready for.

SaaS Interviews with CEOs, Startups, Founders
Trust and Will Company Passes 5k Customers, $1m in ARR Digital Way to Do Estate Planning

We started talking about this August of 17.

SaaS Interviews with CEOs, Startups, Founders
Trust and Will Company Passes 5k Customers, $1m in ARR Digital Way to Do Estate Planning

We entered a pitch competition that we took third place on at Qualcomm's headquarters, which was like a forcing function to incorporate because we had tech stars approach us, angel investors approach us,

SaaS Interviews with CEOs, Startups, Founders
Trust and Will Company Passes 5k Customers, $1m in ARR Digital Way to Do Estate Planning

We incorporated in October of 17.

SaaS Interviews with CEOs, Startups, Founders
Trust and Will Company Passes 5k Customers, $1m in ARR Digital Way to Do Estate Planning

We went through Techstars in 2018.

SaaS Interviews with CEOs, Startups, Founders
Trust and Will Company Passes 5k Customers, $1m in ARR Digital Way to Do Estate Planning

We raised our seed round that we announced in January of last year of 2 million.

SaaS Interviews with CEOs, Startups, Founders
Trust and Will Company Passes 5k Customers, $1m in ARR Digital Way to Do Estate Planning

We announced our Series A last month of 6 million.

SaaS Interviews with CEOs, Startups, Founders
Trust and Will Company Passes 5k Customers, $1m in ARR Digital Way to Do Estate Planning

We've done some pretty cool stuff.

SaaS Interviews with CEOs, Startups, Founders
Trust and Will Company Passes 5k Customers, $1m in ARR Digital Way to Do Estate Planning

We're live nationwide.

SaaS Interviews with CEOs, Startups, Founders
Trust and Will Company Passes 5k Customers, $1m in ARR Digital Way to Do Estate Planning

We've had about 65,000 people sign up for Trust and Wealth for one of those three products.

SaaS Interviews with CEOs, Startups, Founders
Trust and Will Company Passes 5k Customers, $1m in ARR Digital Way to Do Estate Planning

Free and paid.

SaaS Interviews with CEOs, Startups, Founders
Trust and Will Company Passes 5k Customers, $1m in ARR Digital Way to Do Estate Planning

Free and paid.

SaaS Interviews with CEOs, Startups, Founders
Trust and Will Company Passes 5k Customers, $1m in ARR Digital Way to Do Estate Planning

We work with partners on financial services, insurance, a couple other categories.

SaaS Interviews with CEOs, Startups, Founders
Trust and Will Company Passes 5k Customers, $1m in ARR Digital Way to Do Estate Planning

So we can discount the products or do revenue shares with those partners.

SaaS Interviews with CEOs, Startups, Founders
Trust and Will Company Passes 5k Customers, $1m in ARR Digital Way to Do Estate Planning

And then we have our kind of history-defining milestone was last year in January, we did the first electronic will in history, U.S.