Tech Scenes with Jeff James Martin · 2026-02-04 · 52 min
“Always be transaction ready.” - Cody BarboIn this episode of Tech Scenes, Jeff Martin sits down with Cody Barbo, Founder & CEO of Trust & Will, to explore how WealthTech, AI, and thoughtful design are reshaping one of the most overlooked - and most important - areas of financial life: estate planning.Cody shares the journey of building Trust & Will from the ground up, modernizing an industry that historically felt complex, expensive, and inaccessible. Since launching in 2017, Trust & Will has helped more than 1 million Americans start their estate plans, raised $83M+ in capital, completed the first electronic will in history, and partnered with institutions like AARP, UBS, Fifth Third Bank, Northwestern Mutual, and more.The conversation dives into the evolution of WealthTech, what it means to be AI-first in a highly regulated industry, and how Trust & Will’s newest platform, EstateOS™, is redefining how families and professionals plan, manage, and preserve legacies.
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