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Podcast Episode

Estate Planning is the New Black

The MoneyPot··20 July 2026·13 min

About this episode

For grim reasons, the estate planning business boomed during the early days of the pandemic. Access demanded a completely digital approach that allowed for highly informed decision making and legally binding documentation. But there is another barrier that needs to be broken- the notion that Wills and Planning are only for wealthy people. This week, we talk about what problems this creates, and speak with Cody Barbo, CEO of Trust&Will about his ideas around a solution. Guest: Cody Barbo, CEO, Trust & Will Hosts: Monique Ruff-Bell, Event Director, Money20/20 USA Rachel Morrissey, Content Producer, Money20/20 Producers: Roland Bodenham, Senior Video Editor, Ascential Rachel Morrissey, Content Producer, Money20/20 Additional Information on the need to protect generational property rights and how minorities are particularly vulnerable:  https://features.propublica.org/black-land-loss/heirs-property-rights-why-black-families-lose-land-south/https://www.youtube.com/watch?v=ls3P_FicO7Ihttps://scholarship.law.tamu.edu/cgi/viewcontent.cgi?referer=https://www.google.com/&httpsredir=1&article=1784&context=facscholar Follow Money20/20: YouTube: @Money2020Tv LinkedIn: https://www.linkedin.com/company/money2020/ Instagram: https://www.instagram.com/money20_20 Facebook: https://www.facebook.com/Money2020 X: https://www.twitter.com/Money2020 TikTok: https://www.tiktok.com/@money20_20