Trust & Will
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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