Funding Details
- Awarder
- Inbox
- Date Award
- March 11, 2025
- Vertical
- Legal Technology
- Funding URL
- View Funding Page
Company Info
- Traction
- Trust & Will has helped hundreds of thousands of families create estate plans and settle probate, with over one million Americans starting their legacy planning on the platform.
- Organizations Involved
- Bank of America, USAA, Navy Federal
- Founders
- Cody Barbo, Brian Lamb, Daniel Goldstein
- Company Description
- Trust & Will is a digital estate planning company that provides legally valid documents adhering to state guidelines, making estate planning more accessible to families through a mix of technology and human oversight.
- Market
- Estate Planning
- Location
-
San Diego,
California,
United States
- Coinvestors
- Northwestern Mutual Future Ventures, UBS, Erie Insurance
Links