Kelly Sobol
Account Executive Ii @Trust & Will
Signup · Get unlimited contacts
WORK HISTORY
Account Executive Ii @Trust & Will
San Diego, CA, US
Founded in 2017, Trust & Will is the leading digital estate planning platform in the U.S, trusted by over one million families. Our secure, attorney-approved solutions empower Americans to create wills, trusts, and healthcare directives tailored to state-specific laws. As a certified B Corporation and Public Benefit Corporation, our mission is to make legacy planning accessible. In 2025, we launched EstateOS™, an intelligent platform offering connected estate plans, AI-powered workflows, and professional collaboration tools. Today, we support financial advisors and 200+ enterprise partners — including Fifth Third Bank, UBS, USAA, LPL Financial, Northwestern Mutual, and AARP — expanding access to estate planning nationwide. Recognized by CNBC Disruptor 50, Inc. and Deloitte Technology Fast 500™. Learn more at trustandwill.com. Join our team: Estate Planning Careers | Trust & Will
EDUCATION
Tidewater Community College
Associate of Science - AS, Business Administration and Management, General
Virginia Wesleyan University
Bachelor's degree, Business Administration and Management, General
ABOUT KELLY SOBOL
I work closely with clients to identify opportunities where our software can improve operational efficiency, reduce costs and enhance service delivery. By building strong relationships and providing tailored solutions, I help tree care businesses adopt technology that optimizes scheduling, tree inventory management and crew coordination, ultimately allowing them to focus more on doing what they do best - caring for trees and serving their communities.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.