Daniel Goldstein

Founded in 2017, Trust & Will is the leading digital estate planning platform in the U.S., trusted by over one million individuals and families. Our simple, secure, and attorney-approved online solutions help Americans create wills, trusts, healthcare directives, and other essential estate planning documents tailored to state-specific laws. With a focus on accessibility and a guided experience, we’re transforming how families plan for the future and protect their legacies. In 2025, we launched EstateOS™, the first intelligent platform built to modernize how legacies are planned, managed, and preserved. EstateOS powers dynamic, connected estate plans for families, and introduces AI-enabled workflows, document intelligence, and multi-party collaboration tools for professionals. Our platform supports over 20,000 financial advisors and 200+ enterprise partners and institutions — including AARP, Fifth Third Bank, LPL Financial, UBS, and USAA. By integrating estate planning into client services, we help professionals enable multi-generational wealth conversations, deepen relationships, and drive long-term impact. With more than one million users and $200+ billion in self-reported estate assets, Trust & Will is redefining estate planning as a strategic pillar of modern financial care. Recognized for innovation and leadership, Trust & Will has earned spots on the CNBC Disruptor 50, Inc. 5000, and Deloitte Technology Fast 500™ lists. Learn more at trustandwill.com.

Seamgen is a custom software firm focused on design and development of mobile and web applications. As VP, Strategy and Business Development, I was responsible for the revenue management and strategy of our entire pipeline—marketing, new business, existing business, account management, and business development. I was accountable for our yearly revenue goals and client products and worked directly with the entire Seamgen team to achieve these goals. During my time at Seamgen, we achieved >100% revenue growth. I spent 2 years as a Director and then was promoted to VP.

Punchkick Interactive is a custom software firm located in Chicago. PKI has worked with 20+ Fortune 1000 companies. During my time at Punchkick, I was responsible for all new business activity and coordinated client strategy with an incredibly talented team. This included building a new business team of 6 focusing on outbound effort, managing all inbound activity, leading new business pitches to Fortune 500, and creating a repeatable system for growth and strategy.

- Support a sales staff of 15 towards daily, weekly, and monthly goals - Planned, approved, structured, and arranged merchant features to hit daily sales goal - Analyzed performance and applied learning’s to future growth

Project: Living Well is a social business with a vision to inspire at least 1 million people to begin Living Well locally and provide at least 1 million people access to clean water abroad. After successfully crowdfunding our main product via Indiegogo, PLW produced the first production run of a water container called The Calabash.

CityStreak creates short, urban adventures for teams of 2-4 to compete for a prize. The adventure, called a Streak, lasts 1-2 hours and ends at a place for everybody to be social and meet each other. We launched in cities across the US in 2010 and are always looking for partners moving forward.

- Managed franchised restaurant with sales exceeding $3.7 million dollars - Responsible for hiring, coordinating, and motivating a team towards daily and monthly goals - Led sales to a 15% average sales growth from previous year