Overview
Trust & Will runs an online platform for estate planning, allowing individuals and families to create, edit, store, and share documents like trusts, wills, and guardianships. The platform uses templates and guidance designed by legal professionals and is accessed via a subscription model with plans starting at $39. Users input their information on the site, generate legally sound documents, and have them stored in their account, with options to edit and share as needed. The company differentiates itself through affordability, ease of use, and accessibility, focusing on a straightforward, user-friendly experience rather than traditional, high-cost legal services. Its goal is to make estate planning simple and affordable so more people can secure their legacy and protect their loved ones.
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About Trust & Will
Industries
Company Size
51-200
Company Stage
Series C
Total Funding
$67.6M
Headquarters
San Diego, CA
Founded
2017
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Simplify's take
What believers are saying
- Fifth Third reached $10 billion protected estate value in year one, by June 11, 2026.
- The company ranked No. 1,119 on the 2026 Inc. 5000 with 312% growth.
- Advisor platform adoption hit 17,000 users after the April 28, 2026 AI launch.
What critics are saying
- Competition from LegalZoom keeps pricing pressure high on generic estate-planning buyers.
- The October 2026 trust company expansion increases fiduciary liability and regulatory scrutiny immediately.
- A trust-company lawsuit can trigger partner exits and destroy the regulated-fiduciary moat.
What makes Trust & Will unique
- On Oct. 14, 2026, Trust & Will became a Nevada-chartered corporate fiduciary.
- Its 2026 platform spans consumer plans, advisors, nonprofits, and bank partners.
- Attorney-approved, state-specific workflows make estate planning faster than law-firm retainers.
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Funding
Total Funding
$67.6M
Below
Industry Average
Funded Over
7 Rounds
Industry standards
Benefits
- Health Insurance
- Dental Insurance
- Vision Insurance
- Life Insurance
- Parental Leave
- 401(k) Retirement Plan
- Unlimited Paid Time Off
- Flexible Work Hours
- Home Office Stipend
- Company Equity
Growth & Insights and Company News
6 month growth
0%1 year growth
0%2 year growth
0%Trust & Will, an online estate planning platform, has launched Trust & Will Trust Company, a Nevada-chartered retail trust company that can act as a professional corporate trustee. The company says it is the first digital estate planning platform to serve as a regulated fiduciary. The subsidiary can serve as sole, co-, successor, or directed trustee, handling tax filings, recordkeeping, and distributions. It is open to families whether or not they made their plan on Trust & Will. Cody Barbo, co-founder and chief executive officer, said professional trustees have long been reserved for the wealthy, as many banks set account minimums that exclude most families. More than 6,100 trusts already name Trust & Will as trustee, holding $6.5 billion in assets. Nearly 40% of members who buy a plan now choose a trust over a will, up from roughly 36% a year earlier.
ENRG Realty partners with Trust & Will for estate planning. Agents can introduce wills and trusts tools at closing and during annual follow-ups Article Summary. ENRG Realty partnered with Trust and Will to help agents connect clients with online estate planning tools after a home sale or purchase. The brokerage says the offering supports post-closing relationships through annual check-ins and life-stage conversations. AI Summary ENRG Realty has partnered with online estate planning platform Trust & Will to give its agents a new way to support clients with key life decisions after a home purchase or sale, the company announced on Monday. The Seattle-based national boutique brokerage said the partnership will allow its agents to connect buyers and sellers with estate planning tools as part of ongoing post-closing relationships. Trust & Will will work directly with consumers on wills, trusts and related planning, while ENRG agents introduce the service and keep the conversation tied to homeownership, family and long-term goals. "Real estate is deeply personal," Erinn Nobel, co-founder and president of ENRG Realty, said in the announcement. "Our agents are often alongside people during some of the biggest transitions of their lives. We want them to have meaningful ways to keep showing up for those clients, not because there is another transaction to make, but because the relationship still matters." Agents can bring up Trust & Will at closing, during annual client check-ins or whenever conversations turn to topics like protecting the home, caring for family members or planning for the future, ENRG said. The brokerage framed the arrangement as both a client-service tool and a way for agents to deepen long-term relationships beyond a single transaction. The move reflects a broader push in the residential brokerage industry to stay connected with clients well after closing. With transaction volumes under pressure from high mortgage rates and limited inventory, many brokerages are investing in homeownership platforms, insurance, home maintenance and financial planning partnerships to defend market share and generate repeat and referral business. Estate planning is an adjacent need that often surfaces soon after a purchase, particularly for first-time buyers, move-up buyers and families using home equity as a core part of their net worth. By tying estate planning to the home, ENRG is attempting to position its agents as long-term advisors rather than one-time salespeople. Brokerage positioning. ENRG described the partnership as consistent with how it views its own agents: as professionals building careers, relationships and businesses instead of just producing transactions. The company operates nationally at what it calls "virtual scale," combining direct broker access, agent ownership, technology and support. As more estate planning tools are delivered online and at lower price points, brokerages like ENRG have an opening to integrate these services into their client care models. The practical impact for housing professionals will depend on adoption: how many agents use the resource consistently, how it is integrated into existing CRM and follow-up systems, and whether it translates into measurable gains in repeat and referral business.
Trust & Will, the digital estate planning platform, has been ranked No. 1,119 on the 2026 Inc. 5000 list of America's fastest-growing private companies, marking its fourth consecutive year on the list. The San Diego-based company achieved 312% three-year revenue growth. Co-founder and CEO Cody Barbo rang the Nasdaq opening bell in Times Square to celebrate the milestone. Trust & Will serves over one million families and has facilitated more than $300 billion in self-reported estate assets through its platform. The company recently launched Trust & Will for Attorneys, an AI-powered platform, and introduced a Featured Nonprofit Programme. Its partnership with Fifth Third Bank has resulted in over 39,000 wills redeemed and $10 billion in protected estate value in its first year. Trust & Will also received recognition in 2026 from Fast Company, the Financial Times, and Forbes.
Trust & Will, the online estate planning platform, has launched a Featured Nonprofit Program giving mission-driven organisations access to donors during legacy planning. St. Jude Children's Research Hospital, Doctors Without Borders and Susan G. Komen are among the first participants. Since launching on 1 April, Trust & Will users have committed an estimated $2.5 million in future charitable gifts in just two weeks. The platform has now facilitated over $4 billion in total estimated bequest value, with the median bequest rising 50% to $15,000 in 2025. The programme reaches customers through Trust & Will's network of 26,000 financial advisers and 145 institutional partners, including AARP, UBS and Northwestern Mutual. Trust & Will plans to expand the offering to additional nonprofits in January 2027.
LegalZoom vs Trust & Will 2026: which is better? Estate Planning Editor · Updated May 2026 Affiliate disclosure: Law earn commissions if you purchase through its links - at no extra cost to you. Editorial policy Last tested: May 2026 · Pricing verified May 11, 2026 · How Law test Bottom line before you read. For most people (pure estate planning): Trust & Will wins. Specialized focus, simpler process, unlimited free updates, no subscription needed. For those who want attorney access included: LegalZoom wins. Their Legal Advantage subscription includes attorney Q&A, which Trust & Will charges extra for. For business owners needing everything: LegalZoom wins. They cover estate planning PLUS business formation, contracts, and IP - Trust & Will does estate planning only. Side-by-Side comparison. | Feature | Trust & Will | LegalZoom | | Individual will + POA + HC directive | $199 (one-time) | $89-$199 (one-time) or $49.99/mo subscription | | Living trust | $399 individual | $279 (one-time) | | Couples plan | $299 (will) / $499 (trust) | Higher with subscription | | Attorney access | Add-on (extra cost) | | Included with Legal Advantage ($49.99/mo) | | Free updates for life | | Yes, all plans | | With subscription; one-time buyers pay per amendment | | Covers all 50 states | | Yes | | Yes | | Document types | Estate planning only | Estate planning + business + 100+ document types | | Mobile experience | | Excellent | | Good | | Time to complete | ~20 min | ~30-45 min | | Its rating | 4.8/5 | 4.4/5 | Prices verified May 11, 2026. Subject to change. Pricing compared. Trust & Will uses a simple one-time pricing model. You pay once, get your documents, and get free updates for life - no subscription required. Their most popular plan is the Individual Will Plan at $199, which includes a last will, durable POA, and healthcare directive. LegalZoom is more complex. You can buy documents individually (a will starts at $89) OR subscribe to Legal Advantage at $49.99/month which unlocks attorney Q&A, unlimited documents, and free updates. If you need a lot of legal documents over time, the subscription can be good value. If you just want an estate plan, it's usually not. Total cost for a complete estate plan: * Trust & Will: $199 one-time (will + POA + healthcare directive) * LegalZoom without subscription: ~$200-$280 depending on documents selected * LegalZoom with Legal Advantage: $49.99/month (cancel after you're done = ~$100 for 2 months) Document quality. Both platforms produce attorney-reviewed, legally valid documents in all 50 states. The key difference: Trust & Will is 100% focused on estate planning. Every decision they make is about making estate planning better. LegalZoom is a generalist platform handling hundreds of document types - estate planning is one product line of many. In practice, Trust & Will's documents are more thorough on estate-planning-specific provisions. Their healthcare directive, in particular, asks more nuanced questions than LegalZoom's version. For living trusts, both are solid. Attorney access. This is LegalZoom's clearest advantage. Their Legal Advantage subscription includes unlimited attorney Q&A - you can email questions to a licensed attorney and get responses. For people with complex situations (blended families, business assets, international property), this is valuable. Trust & Will's documents are attorney-reviewed templates but don't include consultation. They have an attorney network for add-on consultations, but it costs extra. If you know you'll want attorney guidance, LegalZoom's subscription is more cost-effective. Who should choose each. Choose Trust & Will if: * You want the simplest, fastest estate planning experience * Your estate is straightforward (single assets, clear beneficiaries) * You want to pay once and never worry about subscription fees * You're a couple wanting mirrored estate plans * Mobile experience matters to you Choose LegalZoom if: * You want attorney access included * You also need business documents (LLC formation, contracts) * Your situation is complex and you'll have follow-up questions * You need multiple legal documents over the next year Frequently asked questions. Is LegalZoom or Trust & Will better for a simple will? Trust & Will is better for a simple will - $199 one-time covers will, POA, and healthcare directive with free lifetime updates and no subscription. Which is cheaper? Trust & Will is cheaper for pure estate planning at $199 one-time. LegalZoom is cheaper if you need attorney access plus multiple document types over time ($49.99/month subscription). Does Trust & Will include attorney access? Documents are attorney-reviewed, but consultations cost extra through their attorney network. LegalZoom includes attorney Q&A in their Legal Advantage subscription. Are both services legitimate? Yes. Both are well-established, legitimate platforms. Trust & Will was founded in 2017 and has served 500,000+ customers. LegalZoom was founded in 2001 and is one of the most recognized names in online legal services. Which has better reviews? Trust & Will rates 4.8/5 on average. LegalZoom rates 4.4/5. Trust & Will's higher rating reflects its specialized focus and simpler user experience. Not sure which is right for you? Take its 60-second quiz and get a personalized recommendation.
Trust & Will is Hiring for 2 Jobs on Simplify!
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About Trust & Will
Industries
Company Size
51-200
Company Stage
Series C
Total Funding
$67.6M
Headquarters
San Diego, CA
Founded
2017
Trust & Will is Hiring for 2 Jobs on Simplify!
Find jobs on Simplify and start your career today
Don't see your dream role? Check out thousands of other roles on Simplify.Browse all jobs