We’re excited to share that Trust & Will has been named a finalist in four categories at the 2025 WealthManagement.com Industry Awards—also known as the Wealthies. These annual awards highlight standout innovation, leadership, and impact across the financial services industry.

Out of more than 1,200 entries from over 400 companies, we’re honored to be among the 300 finalists—and one of just 120 firms recognized in multiple categories. It’s a testament to the work we’re doing to support financial advisors and families nationwide as estate planning becomes an essential part of modern wealth management.

Finalist Categories and Recognized Initiatives

Technology – Estate Planning Platform

Our estate planning platform continues to transform how advisors deliver comprehensive, state-specific estate plans. With attorney-approved documents, simple workflows, and flexible integrations, we’re helping more than 20,000 registered advisors serve clients with ease—whether they’re starting from scratch or building on existing plans.

Thought Leadership – Research Series for Financial Advisors

Our Financial Advisor and Estate Planning Research Series provides data-driven insights to help advisors better understand client behavior and trends. From industry benchmarks to evolving family dynamics, this research supports meaningful conversations and smarter estate planning strategies.

Trusts – Digital Tools for Modern Planning

With high adoption rates and intuitive design, our trust creation tools empower advisors to guide clients through multi-generational wealth planning. These tools simplify the process, making it easier to manage complex estates and communicate the value of trusts.

CEO of the Year – Cody Barbo

Our CEO, Cody Barbo, was named a finalist for Chief Executive Officer of the Year in the Technology Provider category. Under Barbo’s leadership, Trust & Will has grown into the nation’s leading digital estate planning platform—serving over one million users and 20 thousand financial advisors; reshaping how families plan for the future.

“These nominations reflect our commitment to making estate planning accessible and empowering advisors to better serve their clients,” says Barbo. “It’s an exciting moment for our team and the broader advisor community we support.”

What’s Next

Award winners will be announced at the Wealthies gala on September 4, 2025, in New York City. No matter the outcome, we’re proud to be recognized for our innovation, research, and commitment to financial wellness—and we’re even more excited about what’s ahead.