Trust & Will

Trust & Will is a modern estate planning startup on a mission to help every family to leave their legacy with a fast, easy, and secure way to create, manage, and distribute their estate plan online.

Trust & Will makes estate planning simple, affordable, & accessible with a design-first approach and amazing customer support.

Trust & Will was founded in 2017 by Cody Barbo. The company is headquartered in San Diego, California. 

 

Trust & Will provides an “easy and secure” way to create estate plans and settle estates online, with the ability to customize legal documents that adhere to individual state and county guidelines.

 

Trust & Will launched Trust & Will Probate with the goal of streamlining probate and estate settlement with “affordable options.”. The company also recently launched a free product for financial advisors to welcome their clients to Trust & Will, and already has over 1,000+ advisors actively using the platform.

 

Trust & Will partnered with a number of banks, credit unions, other fintechs, insurtechs and nonprofits to educate and offer discounts to their members/customers on estate planning. At the end of January, Trust & Will crossed over 478,000 cumulative members, and is on track to cross 500,000 this quarter,

 

Trust & Will is backed by Amex Ventures, Northwestern Mutual Future Ventures, USAA, Jackson Square Ventures, UBS, AARP, Link Ventures, Revolution’s Rise of the Rest Seed Fund, Fifth Third Capital Holdings, Hack VC, Actium Partners, WTI, SEI Ventures, Halogen Ventures, Luma Launch, Techstars Ventures, and others. The company raised an additional $15M in new financing on Feb 23, 2023. This brings Trust & Will's total funding to $38M to date.

 

 

  • Year founded: 2017
  • Funding Info: $38M over 5 Rounds (Latest Funding Type: Venture - Series Unknown)
  • Yearly Revenue: NA
  • Employee Size: 51-200
  • Business Valuation: NA
  • City/Town: San Diego
  • State: California
  • Country: United States
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