Trust & Will: Daniel Goldstein
In this episode, discover how Trust & Will harnessed the power of testing to perfect its approach across channels, successfully crafting a brand that spans B2B and B2C."
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Trust & Will
In today's episode, we're diving into a story that is resonating with a demographic famously known for putting things off – yes, I'm talking about the millennials or the procrastination generation. We're looking at the remarkable story of Daniel Goldstein and the team over at Trust & Will — an innovative platform that is making estate planning not just palatable, but even appealing to those who traditionally might wait until the last minute.
In 2017, Daniel noticed a shift among his friends. They were tying the knot, welcoming kids, purchasing homes — essentially, “adulting” as we called it then. Suddenly, conversations with friends turned to more serious matters, like estate planning. Questions like "Do you have a will?" started popping up over beers and casual lunches. Daniel didn't, but when he looked into it, he found himself lost in a maze of complex procedures, lengthy waits, and steep costs. A quick text to co-founders Brian and Cody sparked the creation of Trust & Will, a platform designed to make legacy planning simpler and more affordable for families.
Fast forward almost 7 years and Trust & Will has evolved into a significant player in consumer fintech and legal tech. It's made a name for itself with national TV ads, a celebrity spokesperson, and an expansion into B2B services. We're going to delve into all these facets in today's podcast. But to truly grasp the heart and family-focused ethos driving this venture, let's rewind to Daniel's early days, growing up as the son of an entrepreneur.
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Get started with Trust & Will today, starting at $199.
About Daniel Goldstein
Daniel Goldstein is the Co-Founder and COO of Trust & Will. Daniel takes us through his inspiring journey from a Chicago native with deep entrepreneurial roots to becoming a prominent figure in the fintech industry. Daniel shares intriguing tales of his early ventures, from selling DVDs in junior high to the Chick-fil-A operator development program and organizing an urban scavenger hunt venture. Before Trust & Will, Daniel worked in strategy and product development at Seamgen and Punchkick Interactive. He is a Baylor University alumni and is currently based in Dallas, Texas.
Connect with him on Linkedin, here.
On Testing & Learning:
Fintech GTM roles:
Strategy Support-Sponsorships & Events, Innovation Economy Sr. Associate, JP Morgan, San Francisco, CA
Senior Product Manager - B2B Credit/Lending, Unknown (Series C), Remote
Sr. Product Strategy Manager, Tipalti (Series F, Procurement/Bill Pay), Foster City, CA
Sales Manager, Growth, Brex (Series D, Spend Management), Remote
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