Trust & Will offers an online, attorney-approved estate-planning platform that helps users create wills, trusts, healthcare directives and other state-specific documents through a guided experience. The company serves more than one million individuals and families, supports 17,000+ financial advisors, 150+ enterprise partners, and reports $100+ billion in self-reported estate assets. Founded in 2017 and based in San Diego, Trust & Will emphasizes simple, secure integration with financial institutions. The business has expanded its credit union work from a single partnership in 2018 to more than 200 credit unions today and is forming a Credit Union Service Organization (CUSO) to deepen that integration. It has joined the National Association of Credit Union Service Organizations (NACUSO) as a Platinum Partner to accelerate industry partnerships and insights. The company announced a $4.5M investment from Curql as part of its Series C, which will support broader credit-union-focused distribution and enterprise integrations. Trust & Will provides a SaaS platform for accessible, attorney-approved estate planning, enabling users to create wills, trusts, and related documents tailored to state requirements. The company emphasizes integrations with financial advisors, attorneys, real estate professionals, member organizations, NPOs, and businesses to support multi-generational planning. It reports over one million Americans have started legacy planning on the platform. Trust & Will is investing in AI and data infrastructure to deliver personalized recommendations, analyze existing plans, and provide real-time updates. The platform maintains bank-level encryption and compliance with SOC 2 and HIPAA standards, is a certified B Corporation, and serves as the official estate planning provider for AARP members and other financial institutions. Founded in 2017 and headquartered in San Diego, the company aims to expand partnerships and embed estate planning into major life milestones like home or car purchases. Trust & Will provides an online platform for creating customizable estate plans and settling estates, with legal documents tailored to state and county guidelines. The company offers transactional purchases plus an annual membership for ongoing updates, and in October launched Trust & Will Probate to streamline probate and estate settlement. It partners with banks, credit unions, fintechs, insurtechs and nonprofits to educate members and offer discounts. Trust & Will reported that revenue more than doubled year‑over‑year and that its business has doubled annually since 2020, though specific revenue figures were not disclosed. The company crossed over 478,000 cumulative members at the end of January and is on track to exceed 500,000 this quarter. Leadership says the new capital will be used to scale operations, further integrate with financial institutions, and provide runway to achieve profitability with strong cash reserves. Trust & Will offers three primary products: a trust-based estate plan, a will-based estate plan, and "Guardian," a simpler setup for parents. Customers pay an upfront setup fee by product and a smaller recurring annual subscription. Since launching in mid-2018 the company says 160,000 users have signed up, and the team has grown to 24 employees. The company originally operated only in Nevada due to state digital-will laws but has expanded attorney support to multiple states and completed the first electronic will in Florida. Trust & Will has built partnerships with institutions including Fifth Third Bank, AARP, and Acorns. The startup has raised more than $23 million to date and has positioned itself to grow as more states put digital-will and estate-planning laws in place. Trust & Will offers a digital estate-planning platform that lets customers draft wills and trust-based plans, including tools to avoid probate and manage beneficiary instructions. The company sells tiered subscription plans priced roughly $399–$499 (plus annual fees) for trust-based plans, $69–$129 for beneficiary/asset-distribution plans, and $39–$49 for parents with minor children. Since launching in April, Trust & Will has enrolled 60,000 members representing $15.1 billion in total assets, $2.7 billion in reported life insurance policies, $137 million in charitable commitments, and with 88% of members holding real estate assets. The startup has formed partnerships to enable electronic closings (it closed its first electronic will in January with Notarize). With a team of 11 people, the company plans to use new capital to expand sales and marketing, advance product development, and grow partnerships. The product is positioned to capture demand as younger cohorts begin estate planning and to compete with legacy solutions like Quicken’s WillMaker and other startups.

Total raised

$68M

Funding rounds

6

Latest round

Series C

Latest activity

Apr 2025