Kevin Noonan
Making Estate Planning Simple | Helping Advisors Leverage Modern Legacy Solutions
- Role
- Account Executive Ii at Trust & Will
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
Experience
Account Executive Ii
Jun 2025 — Present · 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 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 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. and Deloitte Technology Fast 500™ lists.Learn more at trustandwill.com.
Education
The University of Alabama
Bachelor of Arts in Communication & Information Sciences, Advertising
2011 — 2015
Cathedral Catholic High School
High School Diploma
2005 — 2010
Skills
- Soccer
- Public Relations
- Hosting Events
- Social Skills
- Copywriting
- Journalism
- Campaigns
- Fitness Training
- Acting
- Spanish-Speaking
- Promotions
- Marketing
- Pitching Ideas
- Powerpoint
- Radio Promotions
- Shirt Design
- Microsoft Office
- Sales
- Adobe Design Programs
- Event Planning
- Film Production
- Social Media
- Concert Production
- Final Cut Pro
- Recruiting
- Spanish Literature
- Customer Service
- Music Industry
- Professional Sports
- News Anchoring
- Social Networking
- Event Management
- Social Media Marketing
- Music Festivals
- Fundraising
- Community Service
- Broadcast
- Film Editing
- Media Planning
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