Trust & Will (Series C)
Funding Details
- Awarder
- Inbox
- Date Award
- March 11, 2025
- Vertical
- Digital Estate Planning
- Funding URL
- View Funding Page
- Funding Amount:
- $25,000,000
Company Info
- Founding Year
- 2017
- Traction
- Trusted by over 1 million users and partnered with financial advisors, attorneys, and institutions.
- Organizations Involved
- AARP
- Founders
- Cody Barbo
- Company Description
- Founded in 2017, Trust & Will is the leading digital estate planning platform, trusted by over 1 million users. The company provides modern, accessible solutions to help families protect their legacies with attorney-approved, legally valid documents tailored to individual state requirements.
- Market
- Estate Planning
- Location
- San Diego, CA, USA
- Coinvestors
- Erie Strategic Ventures, FT Partners, Moderne Ventures, Northwestern Mutual Future Ventures, UBS Next