How much funding has Trust & Will raised?

Trust & Will has raised $52.5M in total funding, most recently a Venture Round.

Who are Trust & Will's investors?

Trust & Will's investors include Link Ventures, Curql Fund, Moderne Ventures, Northwestern Mutual Future Ventures, UBS, Erie Insurance.

When was Trust & Will founded?

Trust & Will was founded in 2018.

Where is Trust & Will headquartered?

Trust & Will is headquartered in San Diego, California, United States.

What industry is Trust & Will in?

Trust & Will operates in Fintech, Legal Tech.

How many employees does Trust & Will have?

Trust & Will has 51-200 employees.

Trust & Will

Modern estate planning to help every family leave their legacy.

San Diego, United States · Founded 2018 · $52.5M raised

Fintech

Legal Tech

Headquarters: San Diego, California
Employees: 51–200
Founded: 2018
Business Model: B2C

Website: trustandwill.com
Total Funding: $52.5M
Last Round: $4.5M Venture RoundApr 2025
Rounds: 5

About

Founded in 2017, Trust & Will is the leading digital estate planning platform in the U.S., trusted by over one million individuals and families. The platform offers simple, secure, and attorney-approved online solutions to help Americans create wills, trusts, healthcare directives, and other essential estate planning documents tailored to state-specific laws. In 2025, Trust & Will launched EstateOS™, the first intelligent platform built to modernize how legacies are planned, managed, and preserved, with AI-enabled workflows, document intelligence, and multi-party collaboration tools for professionals. The platform supports over 20,000 financial advisors and 200+ enterprise partners and institutions including AARP, Fifth Third Bank, LPL Financial, UBS, and USAA.

Summary

Trust & Will is a Fintech company based in San Diego, United States, founded in 2018. It has raised $52.5M in total across 5 rounds, most recently a $4.5M Venture Round round in Apr 2025. Investors include Link Ventures, Curql Fund and Moderne Ventures.

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