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About Trust & Will
Industries
Consumer Software
Legal
Company Size
51-200
Company Stage
Series C
Total Funding
$67.6M
Headquarters
San Diego, California
Founded
2017
Overview
Trust & Will provides an online platform for individuals and families to create, edit, store, and share important estate planning documents like trusts, wills, and guardianships. The platform is designed to be user-friendly, allowing clients to manage their estate planning needs easily. Trust & Will operates on a subscription-based model, with plans starting at $39, making it affordable for a wide range of users. Unlike many competitors, Trust & Will focuses on simplicity and accessibility, ensuring that clients can secure their legacy and protect their loved ones without complicated processes. The company aims to enhance customer trust and satisfaction by offering a 30-day money-back guarantee.
Simplify's Take
What believers are saying
- Increased adoption of digital estate planning due to the COVID-19 pandemic.
- Partnerships with financial institutions enhance customer reach and service integration.
- Subscription-based model aligns with industry trends, offering predictable revenue.
What critics are saying
- Majority of millennials lack wills or trusts, indicating potential market penetration issues.
- Economic pressures on millennials may limit investment in estate planning services.
- Reliance on financial institution partnerships could be risky if growth expectations aren't met.
What makes Trust & Will unique
- Trust & Will offers attorney-approved, legally valid estate planning documents.
- The platform complies with SOC 2 and HIPAA standards for data security.
- Trust & Will is the official estate planning provider for AARP members.
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Funding
Total Funding
$67.6M
Below
Industry Average
Funded Over
6 Rounds
Industry standards
Growth & Insights and Company News
6 month growth
â -4%1 year growth
â -6%2 year growth
â -1%Trust & Will, a San Diego, CA-based digital estate planning company, received a $4.5M investment from Curql.
SAN DIEGO, April 22, 2025 /PRNewswire/ -- Trust Will, the industry leader in digital estate planning, today announced a $4.5 million investment from Curql. The investment is part of Trust Will's Series C round and reinforces the company's commitment to expanding access to estate planning for credit union members nationwide. With this addition, Trust Will's total Series C funding will exceed $32 million. As an innovator in the financial services space, Trust Will has helped more than one million Americans begin their legacy planning journey, and this strategic investment will enable even greater integration within the credit union ecosystem
Trust & Will, a leading digital estate planning platform, announced the completion of its Series C funding round, raising over $25 million. The round was led by Moderne Ventures with participation from Northwestern Mutual Future Ventures, UBS Next, Erie Strategic Ventures, and others. This investment aims to enhance Trust & Will's mission of making estate planning more accessible and affordable, solidifying its position as an industry leader with over one million users.
San Diego-based Trust & Will, a digital estate planning platform, announced Tuesday the close of a $25 million Series C funding round to expand its software platform, further incorporate artificial intelligence...
Trust & Will raises over $25M in Series C funding.
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About Trust & Will
Industries
Consumer Software
Legal
Company Size
51-200
Company Stage
Series C
Total Funding
$67.6M
Headquarters
San Diego, California
Founded
2017
There are no jobs for Trust & Will right now.
Find jobs on Simplify and start your career today