Trust & Will
Modern estate planning to help every family leave their legacy.
Modern estate planning to help every family leave their legacy.
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.
| Funding Stage | Amount | No. Investors | Investors | Date |
|---|---|---|---|---|
| Series C | $25.00M | 4 |
|
11 Mar 2025 |
| Venture Round | Unknown | 2 |
|
18 Jan 2024 |
| Venture Round | $15.00M | 4 |
|
23 Feb 2023 |
| Venture Round | $10.00M | 1 |
|
10 Jan 2022 |
| Series B | $15.00M | 10 |
|
17 Nov 2020 |
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