About Us

Trust and estate planning should be for everyone. Now it can be.

Joining from

  • Stanford GSB
  • Meta
  • Notable Capital
  • Amazon
  • TikTok
  • DST Global
  • Perplexity
  • Okta
  • Stanford Engineering
  • Meta
  • Stanford GSB
  • Amazon
  • Novo
  • TikTok
  • Perplexity
  • Okta
  • Stanford Engineering
  • MongoDB

Who we are

Marcello Rossi

Marcello

Stanford GSB, Yale. Former fintech investor and operator leveraging his experience to make trust & estate planning simple and accessible.

Nathania Lim

Nathania

Stanford engineer with AI concentration. Ex-Meta and Amazon. Building the platform and systems that redefine how trusts and estates are managed.

Meina Liu

Meina

Stanford engineer with AI concentration. Ex-TikTok and Okta. Designing the product that makes setting up and managing a trust simple and secure.

Backed by leading Silicon Valley investors and operators