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 +1
Employees 102
Industries Fintech, Internet, Legal Tech +1
Funding Stage Series C
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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.

Taxonomy: 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 •••••• 4
Investor
•••• ••••
11 Mar 2025
Venture Round •••••• 2
Investor
•••• ••••
18 Jan 2024
Venture Round •••••• 4
Investor Investor Investor Investor
23 Feb 2023
Venture Round •••••• 1
Investor
10 Jan 2022
Series B •••••• 10
Investor Investor Investor Investor Investor Investor
•••• ••••
17 Nov 2020

View All 10 Funding Rounds

Trust & Will Alternatives & Competitors

Trust & Will vs

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Trust & Will vs
Capital Legacy
Capital Legacy South Africa

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Trust & Will vs

Preserve your roots. Grow your legacy.

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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 the following industries: Fintech, Internet, Legal Tech, Wealth Management.
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 Borakove | Osman LLC, Capital Legacy, The Preferred Legacy National Trust Bank, Carolina Family Estate Planning, Absolute Trust Counsel. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Trust & Will and Borakove | Osman LLC 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.

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