Trust & Will

Trust & Will

87 Total Employees
Year Founded: 2017

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Benefits at Trust & Will

Our mission is to provide families with a better way to prepare for the future. This sentiment is echoed in how we treat employees, with multiple initiatives to foster a positive and supportive company culture. Through employee advocacy programs, such as a formal mentorship program and a monthly inspirational speaker series, to our flexible benefits and vacation / leave policies, Trust & Will prides itself in investing in their employees' futures.

Financial + Retirement

401(K)

Trust & Will's retirement plan offers a broad selection of stocks, bonds and international index funds to choose from.

Company equity

Trust & Will team members are offered equity options at the time of hire and are vested on a 4-year schedule. We also provide tax guidance and equity education through Carta.

Charitable contribution matching

Trust & Will encourages employees to donate towards an organization they are passionate about - Trust & Will will match charitable donations up to $250 annually per employee.

Office Perks

Company-sponsored outings

Company-sponsored happy hours

Onsite office parking

Pet friendly

Free snacks and drinks

Some meals provided

Home-office stipend for remote employees

To help offset any costs incurred for setting up a home office, we offer every employee a $500 work-from-home stipend to cover additional expenses; such as an office chair, Airpods for Zoom calls, etc

Child Care + Parental Leave

Company sponsored family events

We celebrate our hard work with 2 team celebrations a year along with company-wide seasonal closures for family time.

Family medical leave

Primary caregiver 12 weeks paid leave & secondary caregiver 6 weeks paid leave, job-protected leave per year, as well as maintained health benefits, for any employee eligible under FMLA

Generous parental leave

Primary caregiver 12 weeks at 100% paid leave* & secondary caregiver 6 weeks at 100% paid leave* *In combination with some state leave where available

Professional Development

Continuing education stipend

We are committed to our employees growth and development and reimburse employees up to $300 per year for learning and development initiatives.

Job training & conferences

We support continued learning, attending conferences, business societies & organizations, reading, & courses to help you grow.

Promote from within

Lunch and learns

We have a monthly speaker series where we invite experts to speak with the team on a variety of topics and issues including mental health, financial wellness, LGBTQIA+ inclusivity, and more.

Diversity

Dedicated diversity and inclusion staff

Diversity manifesto

Diversity employee resource groups

We have a mental wellness ERG whose aim is to de-stigmatize mental health conversations in the workplace and foster a culture of psychological safety.

Hiring practices that promote diversity

We prioritize diversity by using a competency-based approach to interviews and hiring decisions. We also remove barriers to entry, like degrees, when possible to ensure the widest pool of candidates.

Health Insurance + Wellness

Dental insurance

Trust & Will's benefit plan pays for 70% of the employee's premium and 50% for dependents.

Flexible Spending Account (FSA)

Trust & Will offers an FSA and DFSA that employees can contribute to for qualified expenses. At this time there is no additional employer contribution.

Health insurance

99% premium coverage for employees and 80% for dependents (at Blue Shield of CA Gold PPO Plan)

Life insurance

$50,000 policy paid by Trust & Will

Vision insurance

Trust & Will's benefit plan pays for 70% of the employee's premium and 50% for dependents.

Mental health benefits

We offer robust healthcare plans through Blue Shield of California that offer mental health benefits, along with our Wellness from Within ERG which provides a community resource for team members.

Culture

Volunteer in local community

Trust & Will is a member of Pledge of 1%, a volunteer initiative to increase and hold ourselves accountable for giving back. As part of the pledge, we offer employees 4 days of paid volunteer time.

Flexible work schedule

Team members are empowered to have autonomy over their schedule dependent on their role. Knowing Trust & Will’s team operates fully remotely we are mindful of everyone’s different time zones.

Open door policy

Remote work program

All employees work remotely first and San Diego office attendance at our co-working space is always optional. We also offer employees a work-from-home reimbursement to set up their home office.

Team based strategic planning

OKR operational model

Vacation + Time Off

Generous PTO

We want employees to take the time off they need to recharge, spend with family and friends, travel, and disconnect from work

Paid volunteer time

We're a member of Pledge 1%, a volunteer initiative to increase and hold ourselves accountable for giving back. As part of the pledge, we offer employees 4 days (32 hours) of paid volunteer time / yr

Paid holidays

Paid sick days

When you’re sick, we want you to rest up and get better. We offer an unlimited amount of sick time to be used throughout the year to be sure you take care of yourself or a loved one

Unlimited vacation policy

Additional Perks + Benefits

What sets Trust & Will’s perks apart from the rest is that it’s not just a recruiting tactic, we actually have created a culture that encourages you to put yourself and your family first. It’s important and now standard to offer robust time-off perks and other great benefits for your employees, but they are meaningless unless you feel empowered to use them.