Trust & Will
Modern estate planning to help every family leave their legacy.
San Diego, United States · Founded 2018 · $52.5M raised
- 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
Totals include recorded grants and other qualifying funding, not just equity. What counts toward funding.
Indexed holds 5 funding rounds and 12 investors for this company. The full record is or through the API.
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 in Apr 2025. Investors include Link Ventures, Curql Fund and Moderne Ventures.
Tech & App Stack
10 technologies & apps tracked
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Funding History
Apr 2025
Sign up to see all 5 events
Funding: Seed through Venture Round. Amounts, valuations, and investors where available.
Investors
Link Ventures
2 rounds
Curql Fund
1 round
Moderne Ventures
1 round
Northwestern Mutual Future Ventures
1 round
UBS
1 round
Erie Insurance
1 round
Luma Launch
1 round
Jackson Square Ventures
1 round
Western Technology Investment
1 round
Halogen Ventures
1 round
Revolution Growth
1 round
Techstars
1 round
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