Sunny Rathor
Staff Data Analyst @Trust & Will
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WORK HISTORY
Staff Data Analyst @Trust & Will
New York, NY, 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
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Science (BS)
SKILLS
ABOUT SUNNY RATHOR
The gap between good analysis and a changed decision is a communication problem. I work…
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