Trust & Will (Series C)
Funding Details
Awarder
Inbox
Date Award
May 17, 2025
Vertical
Digital Estate Planning
Funding URL
View Funding Page
Funding Amount
$4,500,000
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
Market
Estate Planning for Credit Union Members
Location
San Diego, California, USA
Coinvestors
Curql
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.

Links
Website
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