Daniel Goldstein in

Daniel Goldstein

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President & COO, Co-Founder at Trust & Will
📍 Dallas, Texas, United States

Daniel Goldstein is the Co-Founder, President, and COO of Trust & Will, the leading digital estate planning platform in the U. S. He focuses on strategic growth, operational expansion, and building high-performing teams, drawing from his business education at Baylor University. People who have worked with him often describe him as passionate, enthusiastic, and a natural leader.

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Experience
14 Years
Current Role
President & COO, Co-Founder
Job Level
Leadership
Location
Dallas, Texas, United States
Personality Overview

How Daniel shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Daniel cares about

Accessible Estate Planning
He co-founded Trust & Will to make estate planning simple, affordable, and accessible for all families, a mission he frequently discusses in interviews.
Venture Fundraising
He has successfully raised over $48 million for Trust & Will and often shares his experiences and strategies for securing capital as a startup.
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Career

Work history

8-2017
President & COO, Co-Founder
Trust & Will
12-2016 - 5-2017
VP, Strategy and Business Development
Seamgen
12-2014 - 12-2016
Director of Strategy and Business Development
Seamgen
12-2012 - 12-2014
Director of Business Development
Punchkick Interactive
1-2012 - 12-2012
City Planner
Groupon
In the press

Media appearances

Trust & Will: Daniel Goldstein - The Fintech Playbook (Apple Podcasts). Featured in Apple Podcasts
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Trust & Will: Daniel Goldstein – by Austin Carroll (Substack). Featured in Substack
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Education
Business
Baylor University - Hankamer School of Business
Education details unavailable
Deerfield High School
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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