Uploaded December 2020 | Updated September 2026, 1 week ago
Jason Escamilla, CFA
Moderator
Founding in Fintech and Simplifying Estate Planning
Join us to hear about the journey of a Fintech company making Estate Planning easier, from founding to Series A and about estate planning itself.
We will cover the entrepreneurial journey alongside some Estate Planning 101: half of American households should establish a trust for their assets. Which half are you in? By the end of the event you will know the answer. Likewise for your parents.
Kicking off the lunchtime roundtable is Cody Barbo, founder and CEO of a Techstars fintech the $180B estate planning industry: Trust & Will, to share his perspective on fintech today. It’s a huge market because it’s relevant to so many of us — and our parents.
- The biggest financial transaction of your life is when you die
- 150 million in the U.S. don't have an estate plan
- Biggest barriers are education, procrastination and trust in a provider.
Also joining us from Trust & Will is Patrick Hicks, Head of Legal, to get us up to speed on estate planning basics. Rounding out the panel is Barry Levine SM’80, SVP & Sr. Wealth Advisor at Northern Trust. Barry will share his perspective after more than 35-years of experience in the industry with an extensive background in financial counseling. Barry is also a board member of the San Diego MIT Club and the MIT Sloan Club of San Diego.
Jason Escamilla, CFA
Moderator
Founding in Fintech and Simplifying Estate Planning
Join us to hear about the journey of a Fintech company making Estate Planning easier, from founding to Series A and about estate planning itself.
We will cover the entrepreneurial journey alongside some Estate Planning 101: half of American households should establish a trust for their assets. Which half are you in? By the end of the event you will know the answer. Likewise for your parents.
Kicking off the lunchtime roundtable is Cody Barbo, founder and CEO of a Techstars fintech the $180B estate planning industry: Trust & Will, to share his perspective on fintech today. It’s a huge market because it’s relevant to so many of us — and our parents.
- The biggest financial transaction of your life is when you die
- 150 million in the U.S. don't have an estate plan
- Biggest barriers are education, procrastination and trust in a provider.
Also joining us from Trust & Will is Patrick Hicks, Head of Legal, to get us up to speed on estate planning basics. Rounding out the panel is Barry Levine SM’80, SVP & Sr. Wealth Advisor at Northern Trust. Barry will share his perspective after more than 35-years of experience in the industry with an extensive background in financial counseling. Barry is also a board member of the San Diego MIT Club and the MIT Sloan Club of San Diego.
