A small company, built to be stewarded.
Vestry is run by two co-founders and a short bench of advisors. The choice not to grow quickly is intentional — what we are building belongs to the families who use it, for as long as they need it.
Founders
Co-founder & CEO
Traci Keen
Traci leads the company's vision, brand, and member experience. She set out to build Vestry after watching too many families do detective work in the worst week of their lives.
Co-founder & CTO
Ben Wallace
Ben leads engineering, security, and the architecture behind the Vault — the parts of the product that have to be right when it matters.
Advisors
A short bench of advisors helps us with the parts of the company where deep, durable expertise matters most.
Legal advisor
Sarah Furgus
Sarah advises Vestry on estate, trust, and probate matters across the United States, with particular focus on the templates and reviews offered through the Plan Builder.
Advisor · forthcoming
To be announced
A second advisor is joining shortly. We'll introduce them here when the appointment is final.
A note from the founders
We are interested in capital, in advisors, and in partners who understand that this is a decades-long company — and who will be patient with the things we will not do.