Funding Details
- Awarder
- Inbox
- Date Award
- May 17, 2025
- Vertical
- Digital Estate Planning
- Funding URL
- View Funding Page
Company Info
- Founding Year
- 2017
- Traction
- Over one million users and $100+ billion in self-reported estate assets.
- Organizations Involved
- AARP, Fifth Third Bank, LPL Financial, UBS, USAA
- Company Description
- Trust & Will is the leading digital estate planning platform in the U.S., trusted by over one million individuals and families. Our simple, secure, and attorney-approved online solutions help Americans easily create wills, trusts, healthcare directives, and other essential estate planning documents tailored to state-specific laws.
- Market
- Estate Planning for Credit Union Members
- Location
-
San Diego,
California,
USA
- Coinvestors
- Curql
Links