We raised a Series C at @trustandwill ! 7 years into the journey, an industry leading brand, and over 1M people on our platform—yet it still feels like we are just getting started. The majority of Americans still need a multigenerational plan, and we are here to help! I'm so deeply grateful for the last 7 years. I'm grateful for the team members, current and past, who drive our mission forward. Grateful for our amazing investors and partners who believe in our mission and category leadership, grateful for @codybarbo and Brian Lamb, grateful for every financial advisor who trusts us with their clients, grateful for every estate planning attorney helping our members, and deeply grateful for every family who trusts us with their multi-generational plan. We plan to use the money to continue to scale and invest in our industry-leading platform for families and financial advisors. Expect the platform to continue to get more intelligent, comprehensive, connected, and visual. We plan to hit our next milestone of helping 1M people/year in the next 24 months!

10000% agree. it's the biggest AI moment since Opus came out IMO

The families who need estate planning the most are the ones for whom it's most complex. A single person with a straightforward job and no dependents can get by with a basic will and updated beneficiary designations.  The stakes are real, but the planning is relatively simple. A business owner with a blended family, real estate in multiple states, a buy-sell agreement with partners, and kids from two marriages needs something categorically different.  The instruments are more complex.  The tax implications are more layered.  The family dynamics require judgment that can't be templated.  And those are exactly the clients where the gap between having a document and having a working plan is widest. This is the complexity curve.  As the need for planning increases, the cost and difficulty of getting it right increases faster.  The families most exposed to the consequences of a failed wealth transfer are the ones for whom good planning is hardest to access and maintain. That's part of why we built EstateOS the way we did.  The infrastructure that manages: - Complexity over time - Funded trusts - Current designations - Connected stakeholders - Life event monitoring All of that matters most for the families where the stakes are highest.  That's who we're building for.

A customer can now type "show me how my assets flow when I die" and see it. The estate assistant maps where everything goes and even answers questions like: “What if a beneficiary predeceases them?” “What about the charitable component?” Before AI, building this meant engineering every possible scenario in advance. Years of development. And it still only answered questions someone thought to code for. Now, visualization is a skill the assistant has on top of the data. You describe the scenario, and it renders the answer. That's what AI capability actually looks like in practice. An assistant who understands your assets, your family structure, and your intent. We shipped it. That's the difference between estate planning as a document and estate planning as a system.

We care and it’s a competitive advantage. We may talk about this as trust, mission, team, but ultimately it’s how much people here care. When you combine customer obsession, meaningful impact, strong distribution, and relentless execution, it becomes incredibly difficult to compete against.

AI is changing how operators run businesses by turning fragmented data into real-time organizational intelligence. Instead of waiting days for updates across marketing, product, and engineering, leaders can now connect the dots instantly and make decisions with far more speed and clarity.

The most powerful AI workflows are interconnected systems that continuously learn, organize, and surface insight across the entire business. Building an AI-native company is less like installing software and more like tending a garden that constantly evolves through feedback loops and refinement.

Estate plans break quietly.  There’s no alert. No expiration date stamped on the cover.  Your trust doesn't email you when a beneficiary designation conflicts with what you actually want, and your executor doesn't know they've been named until they're standing in a lawyer's office trying to figure out what to do next.  The document sits in a drawer while your life changes around it and nobody flags the gap until something goes wrong. I've seen this pattern more times than I can count over 9 years of building in this space.  Someone does everything right. Hires an attorney. Drafts a comprehensive trust. Signs everything. Feels like the job is done.  And then they have another kid. Or get divorced. Or sell a business. Or the person they named as executor dies.  And the plan, the one they spent real time and money on, no longer reflects their actual life. The average American's life changes significantly every 3-5 years.  Job changes, moves, new relationships, new assets, new family members.  Each of those changes has potential implications for an estate plan.  Most go unaddressed because there's no system connecting what's happening in their life to the plan that's supposed to protect it.  The document is static. Life isn't. This is the life event problem, and it's the core reason we built life event monitoring into EstateOS. The platform tracks what's happening in a member's life and surfaces the moments when a plan needs attention. Big changes are the ordinary rhythm of a family's financial life.  And every single one of them is a moment when the estate plan should be reviewed, and almost never is. For advisors, this is one of the most underused touchpoints in a client relationship. A life event is a natural, non-intrusive reason to reach out. It's a check-in about something that genuinely matters.  The advisor who calls when a client has a new grandchild to ask whether the trust reflects that is having a different kind of relationship than the one who only calls during market volatility. The families best protected through a wealth transfer are the ones whose plan stayed current because someone was paying attention. That's what the infrastructure is supposed to do.  A plan that doesn't update isn't a plan.  It's a snapshot of a life that no longer exists.

AI speeds up existing workflows and forces companies to rethink every function from first principles. The organizations moving fastest are rebuilding marketing, sales, engineering, and operations on top of AI-native systems and clean data foundations instead of layering AI onto outdated processes.

We are obsessed with our customers. Seriously obsessed. Both for the families and professionals we serve. The best companies obsess over the real problems their customers are facing every day. Customer feedback reveals today’s pain points, while great founders connect those needs with the technology of the future to create products that feel simple, accessible, and trustworthy.

In the AI era, technology alone is rarely the moat because tools become commoditized fast. The real long-term advantages are distribution, brand trust, and the relationships you’ve spent years building with customers and partners.

I’m sure you’ve heard people say something to the effect of “AI is disrupting lawyers” before.  I disagree! at least not yet… The conversation keeps defaulting to:  "AI can draft a document in seconds that used to take hours. How do attorneys bill for that?” But most estate planning attorneys already figured out value-based pricing a long time ago.  The document was never really what took time.  The value was always the judgment.  Family dynamics.  Tax exposure across decades.  Contingency planning for situations that don't fit any template.  The attorneys who already priced on that were billing for the thing no model can replicate. So the billing question is mostly a red herring.  That’s not to say there aren’t legitimate questions on how AI will change the legal industry, though.  AI is getting better at judgment. It’s not there yet, but the direction it’s headed is pretty clear.  Attorneys need to pay attention when AI gets meaningfully better at navigating family dynamics, multi-decade tax strategy, and other edge cases.  The firms best positioned for that eventuality have already built their value around things that are hard for AI to replicate.  Things like building relationships across generations and generally being a person a family trusts when something goes wrong. That’s a durable moat. It’s always been a durable moat.  And the attorneys who’ve built it have a ton of runway—especially if they use AI-native tools like our attorney platform.

AI agents thrive on clean systems and structured foundations, which is why many companies are realizing they can’t simply layer AI onto years of technical debt. The biggest acceleration often comes after rebuilding the data, architecture, and codebase to become truly AI-native from the ground up.

The most common estate planning mistake is a beneficiary designation that nobody updated.  Your 401k, IRA, and life insurance pass directly to whoever is named on the beneficiary form.  And that’s regardless of when it was filled out or what your life looks like now, even if your trust or will has a different name on it.  I’ve seen this play out in ways that are absolutely devastating.  An ex-spouse receives a life insurance payout because nobody updated the form after the divorce.  A child is left out because the designation predates their birth.  A trust is perfectly structured, but the assets that were supposed to fund it never get there because the beneficiary form points somewhere else. The infrastructure just didn’t support the document.  That’s one of the core problems EstateOS tracks.

The real power of how we use AI is clarity. How can we build skills that compound and educate? When you can visualize complex decisions and see how they play out, you build confidence, deepen trust, and help people truly understand the outcomes they’re creating.

Every estate plan is a network of people.  There's a trustee, an executor, a guardian, beneficiaries, an attorney, and an advisor.  All of them have roles, relationships, and responsibilities tied to the same plan. Most estate planning software treats these people as fields in a form.  But we're building them as connected nodes in a graph. We just shipped structured data capture across our Q&A flow.  Every person named in a plan now has a structured identity:  Name, relationship, role, contact information, date of birth.  When someone names an executor, we capture a connected identity that can be notified, onboarded, and served over time. This is the infrastructure that makes proactive AI possible. The system knows who the executor is, how to reach them, and exactly what their relationship is to the plan and to the plan holder.  When a life event happens, the right people can be surfaced with the right information at the right moment because the graph already knows who needs to know. For advisors, the implication is straightforward.  The platform that captures these relationships becomes the system of record for multi-generational connections rather than a simple document generator.  When the executor gets notified. When the trustee gets onboarded. When the guardian gets prepared years before they're needed. It all runs on the graph underneath. We're building the connective tissue for how wealth actually transfers between people. The document is just one node in a much larger network.

This is the coolest technical launch video I’ve ever seen in my life. And humanity changing tech. Just wow. People have talked about high velocity and volume imaging for preventative care for a long long time. We knew it was possible eventually but the data load and technical structure of this scanner is mind bending. WOW. This will lead to more lives saved than almost all other medical treatments.