Founded in 2017, Trust & Will is the leading digital estate planning platform in the U.S., trusted by over one million families. Our secure, attorney-approved solutions empower Americans to create wills, trusts, and healthcare directives tailored to state-specific laws. As a certified B Corporation and Public Benefit Corporation, our mission is to make legacy planning accessible. In 2025, we launched EstateOS™, an intelligent platform offering connected estate plans, AI-powered workflows, and professional collaboration tools. Today, we support 20,000+ financial advisors and 200+ enterprise partners — including Fifth Third Bank, UBS, USAA, LPL Financial, Northwestern Mutual, and AARP — expanding access to estate planning nationwide. Recognized by CNBC Disruptor 50, Inc. 5000, and Deloitte Technology Fast 500™. Learn more at [trustandwill.com](https://trustandwill.com/).

• Led frontend architecture to scale the Outreach platform from 500 → 1,500+ suppliers and 3,000+ active users (~200% growth), contributing to $600K+ annual revenue (React, Next.js, TypeScript).

• Built data ingestion pipelines and AI-powered bill processing, reducing onboarding from weeks to ~1 day and manual processing from ~1 week to ~15 minutes.

• Drove frontend quality and delivery velocity by mentoring engineers, leading the Frontend Guild, and initiating testing, CI/CD, and code quality improvements.

• Collaborated closely with product and design to deliver practical, well-scoped solutions aligned to business needs.

• Delivered front-end dashboards adopted by 10+ dispensary locations, supporting ~$3M in seed funding and recurring revenue. (React, TypeScript, JavaScript)

• Partnered with founders and stakeholders to define product vision, MVP scope, and user research, shaping frontend architecture and performance decisions. (Agile, product discovery, user research)

• Designed and implemented backend services and API integrations, enabling scalable product delivery and analytics dashboards. (FastAPI, Node.js, PostgreSQL, API integration)

• Mentored engineers on frontend best practices, automation, and workflow efficiency. (Mentorship, Agile, CI/CD)

• Developed frontend interfaces for U.S. Senate financial tech products serving 10,000+ users, ensuring usability, security, and performance.

• Built full-stack dashboards integrating frontend interfaces with backend services (Spring Boot, Angular, PostgreSQL, MongoDB) for secure, data-heavy workflows.

• Contributed to mobile-first web design and multi-product portfolio, expanding company presence and contracts.