Trust & Will
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Trust & Will Benefits Overview
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.
Compensation + Benefits
Offers 401(K)
Trust & Will's retirement plan offers a broad selection of stocks, bonds and international index funds to choose from.
Offers 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.
Offers life insurance
$50,000 policy paid by Trust & Will
Offers 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.
Provides 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
Hosts company-sponsored family events
We celebrate our hard work with 2 team celebrations a year along with company-wide seasonal closures for family time.
Offers 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
Provides 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
Offers dental insurance
Trust & Will's benefit plan pays for 70% of the employee's premium and 50% for dependents.
Offers health insurance
99% premium coverage for employees and 80% for dependents (at Blue Shield of CA Gold PPO Plan)
Offers 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.
Offers 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.
Offers vision insurance
Trust & Will's benefit plan pays for 70% of the employee's premium and 50% for dependents.
Work-Life Balance + Wellbeing
Offers company-sponsored outings
Offers company-sponsored happy hours
Provides opportunities to volunteer in the 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.
Offers generous PTO
We want employees to take the time off they need to recharge, spend with family and friends, travel, and disconnect from work
Provides paid holidays
Utilizes an Unlimited PTO policy
Offers 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
Provides 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
Career Growth + Development
Provides 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.
Hosts 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.
Job training & conferences
We support continued learning, attending conferences, business societies & organizations, reading, & courses to help you grow.
Promote from within
Company Culture
Has a dedicated diversity and inclusion staff
Offers diversity-based 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.
Has a diversity manifesto
Hiring practices 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.
Utilizes a 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.
Offers a 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.
Utilizes an open door policy that encourages accessibility
Uses an OKR operational model to clearly define goals and priorities
Implements team-based strategic planning
Provides onsite office parking
Provides free snacks and drinks
Office is pet friendly
Some meals provided



