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We believe that an estate and inheritance plan is an individual’s most personal document containing deep wishes about family, wealth, and death. Every adult American should have access and opportunity to a lifelong estate plan – one they can continue to shape as their lives evolve.
In our endeavor, we aspire to transcend a singular financial focus and also incorporate a societal impact into our mission. We are confident we can profitably integrate such impact into the core economics of our business
Our endeavor is also our passion. We seek group success over individual achievement and we play for each other – enthusiastically. We are committed to remain focused to on our vision and we strive to deliver on both profitability and mission-impact. Here are the principles that guide our everyday work:
Uncover deep, unmet needs and unlock new experiences to repeatedly delight customers.
Have unbridled ambition & achieve extraordinary outcomes. Then share the credit generously.
Obsess about learning everything in our space. And know well, what you don’t know.
Uncover deep, unmet needs and unlock new experiences to repeatedly delight customers.
Push for even contribution by everyone. Balance use of airtime. Be deliberate in seeking different points of view.
We will not get things right on our first or second tries. Show resolve, resistance and resilience - lots of it.
Our team is made up of individuals with diverse experiences. Some of their previous roles have included – angel investing, management consulting, senior corporate executives, and ex-entrepreneurs. The important thing is that each of us gets a charge from what we are doing. We believe that we are each responsible to perfect our collective performance and to also have fun.
CoFounder & CEO
Co-Founder & Product
CFO
CTO
Partner Success Lead
Sr. Growth Executive
Sr. Growth Executive
Machine Learning Engineer
Lead Engineer, Front-end
Document Automation Engineer
Personal Historian
Fullstack Engineer
CoFounder & CEO
Co-Founder & Product
Board Member
Bill is a member of the Gap Investment Advisory Committee of the Center for Innovative Technology (CIT) Virginia’s Seed stage investment fund. Recently, Bill led the sale of DMG, Inc. a professional services firm which he founded, to Striker Capital Partners, a private equity firm.
He has also been a founding board member and Chairman of the Board of Alliance Bankshares (NASD: ABVA). With over 30 years of experience in the financial services space, he has represented the credit union industry before various federal regulatory and legislative bodies on numerous occasions.
Bill holds an MBA from George Washington University.
Doug Trott brings more than 35 years of executive experience in the financial services industry, as well as operational expertise in product development and a passion for growing businesses. Most recently, Mr. Trott was a Partner in the Wealth & Asset Management Practice in McKinsey & Company’s New York office. Earlier in his career, Mr. Trott co-founded and served as President, CEO and Board Chairman of PriceMetrix, a provider of SaaS data and analytics software to the North American full-service retail brokerage market, which he sold to McKinsey. Before founding PriceMetrix, Mr. Trott founded, grew, and sold The Taddingstone Consulting Group, a boutique strategy consulting firm.
Richard pioneered the delivery of legal services over the Internet by establishing one of the first virtual law firms in the U.S.
He served as Co-Chair of the ELawyering Task Force of the Law Practice Management Division of the American Bar Association (ABA) and served on the Standing Committee on the Delivery of Legal Services of the ABA. He serves on the governing Council of the Law Practice Division, ABA, and is a member of the Productivity & Knowledge Strategy Group, and the Legal Project Management group. The ABA awarded him a Louis M. Brown Lifetime Achievement Award in 2010 and the James Keane Award for Excellence in 2013.
Richard is also a Fellow of the College of Law Practice Management. A graduate of Columbia University School of Law (J.D.), the University of Pennsylvania (M.S.) and Lehigh University (B.A.), he is a member of the Maryland and District of Columbia Bar.
Shashi Vohra brings over four decades of executive experience in the financial services industry, with a track record of driving growth through product development, strategic partnerships, and business expansion. During his tenure at PenFed, Shashi led key initiatives in commercial banking, digital transformation, and insurance products, while also overseeing the development of new ventures and business lines. He played a pivotal role in PenFed’s merger strategy, guiding the successful integration of over 40 mergers (totalling $4B in assets), including a landmark merger that established PenFed’s “universal charter.” As President of the PenFed Foundation, Shashi championed financial empowerment for military service members and their families. He is also a Certified Public Accountant (CPA) with bachelor’s and master’s degrees in commerce.
We’re proud to be a portfolio-company of world-class investors and industry experts who believe that we are poised to change the way Americans plan for end-of-life protection for their legacy and their assets.
Join us and support our mission to ensure that every adult American has affordable access to create a will or trust and a way to keep it updated as their lives change.
Our #1 job is to enable our customer-institutions to offer our disruptive, innovative, digital-platform, branded as their own to their customers and employees (B2B2C).
We’re growing quickly and anticipate opportunities/openings in the following areas:
If we are of interest, we’d love to hear from you. Please send us your info at: openings@onedigitaltrust.com