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Trust & Will logo — Modern estate planning to help every family leave their lega...

Trust & Will

Modern estate planning to help every family leave their legacy.

Founded 2017 United States San Diego, United States 102 employees Series C Total: $73.00M Fintech, Internet +2

General Information

Company Name Trust & Will
Founded Year 2017
Location United States San Diego, United States
Employees 102
Industries Fintech, Internet, Legal Tech +1
Funding Stage Series C
Social

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About Trust & Will

Trust & Will is a modern estate planning startup with a mission to help every family leave their legacy. Since its founding in 2017, the company has provided a fast, easy, and secure way for families to create, manage, and distribute their estate plan online. Trusted by industry leaders such as UBS, Fifth Third Bank, Northwestern Mutual, AARP, and SoFi, Trust & Will has garnered support from leading venture capital firms. The company's last Venture Round investment on 18 January 2024 was backed by Touchdown Ventures and Erie Strategic Ventures. Operating in the industries of Fintech, Internet, and Wealth Management, the United States-based Trust & Will is making a significant impact in changing an industry, being recognized as a B Corporation and winner of an Inc. Best Workplace award. With a 100% remote first team, the company continues its mission of helping millions of families with simplified, affordable, and accessible estate planning solutions.

Business keywords: estate planning, legacy planning, online service, trust and will, legal documents, financial institutions, startup, tech company, venture capital-backed, B Corporation, award-winning, secure platform, remote work, data security, San Diego

Funding Rounds & Investors (10)

View All
Funding Stage Amount Investors Lead Investors Date
Series C $25.00M 4
Moderne Ventures
Moderne Ventures, Northwestern Mutual Future Ventures +2
11 Mar 2025
Venture Round Undisclosed 2
Touchdown Ventures
Touchdown Ventures, Erie Strategic Ventures
18 Jan 2024
Venture Round $15.00M 4
American Express Ventures USAA Cream City Venture Capital
American Express Ventures, USAA +2
23 Feb 2023
Venture Round $10.00M 1
UBS
UBS
10 Jan 2022
Series B $15.00M 10
Link Ventures Techstars Jackson Square Ventures
Link Ventures, Techstars +8
17 Nov 2020
Non Equity Assistance Undisclosed 1
MassChallenge
MassChallenge
06 Jan 2020
Series A $6.00M 8
Halogen Ventures Link Ventures Techstars
Halogen Ventures, Link Ventures +6
17 Dec 2019
Seed Round $1.50M 6
Halogen Ventures Luma Launch Western Technology Investment
Halogen Ventures, Luma Launch +4
24 Jan 2019
Convertible Note Undisclosed -
07 Mar 2018
Pre Seed Round $500.00K 7
Right Side Capital Management Tech Coast Angels Techstars
Right Side Capital Management, Tech Coast Angels +5
22 Jan 2018

Latest News

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Online estate planning firm Trust & Will raises $25 million in funding round that includes North... — Cnbc
Online estate planning firm Trust & Will raises $25 million in funding round that includes Northwestern Mutual, UBS
Cnbc Mar 11, 2025

Trust & Will Alternatives & Competitors

Trust & Will vs
Willed
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Built by lawyers. Made by you.

Series A
20 employees
E-Commerce, Internet
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Trust & Will vs
FinEdge
FinEdge India

FinEdge’s Dreams into Action (DiA), a fantastic tech-enabled platform to manage & meet investment go...

105 employees
Finance, Financial Services
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FAQ About Trust & Will

Modern estate planning to help every family leave their legacy.
Trust & Will was founded in 2017.
Trust & Will is headquartered in San Diego, United States.
Trust & Will operates in Fintech, Internet, Legal Tech and Wealth Management. Its work centres on estate planning, legacy planning, online service and trust and will.
Trust & Will has approximately 102 employees.
Trust & Will has completed 10 funding rounds, raising a total of $73.00M. The latest funding stage is Series C.
Top alternatives and competitors to Trust & Will include Willed, FinEdge. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Trust & Will and Willed are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for Trust & Will, https://www.bouncewatch.com/company/trust-will, updated 11 March 2025. When citing, please name BounceWatch and link this page.

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