Cody Barbo
๐ค SpeakerAppearances Over Time
Podcast Appearances
It is a 10x jump to the trust.
I think with estate planning, most attorneys want you to set up a trust.
It is the best option if you want to protect your assets, avoid probate, and avoid those fees that are associated with it.
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.
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...
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.
We started talking about this August of 17.
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,
We incorporated in October of 17.
We went through Techstars in 2018.
We raised our seed round that we announced in January of last year of 2 million.
We announced our Series A last month of 6 million.
We've done some pretty cool stuff.
We're live nationwide.
We've had about 65,000 people sign up for Trust and Wealth for one of those three products.
Free and paid.
Free and paid.
We work with partners on financial services, insurance, a couple other categories.
So we can discount the products or do revenue shares with those partners.
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.