Trust & Will
Trust & Will is a digital estate planning platform providing accessible and affordable solutions to help families protect their legacies. The platform offers attorney-approved documents tailored to individual state requirements, simplifying the estate planning and settlement process. They also partner with financial advisors, attorneys, and institutions to make legacy planning more inclusive.
Funding Round: Series C
Funding Amount: $25M+
Date: 11-Mar-2025
Investors: Moderne Ventures, FT Partners, Northwestern Mutual Future Ventures, UBS, Erie Strategic Ventures, and other strategic investors
Markets: Fintech, AI
HQ: San Diego, California, United States
Founded: 2017
Website: https://www.trustandwill.com/
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