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Founded Year

2017

Stage

Series C | Alive

Total Raised

$38.06M

Last Raised

$15M | 7 mos ago

About Trust & Will

Trust & Will provides digital estate planning solutions. Its services include a trust-based estate plan, a will-based estate plan, and Guardian, which is an estate plan for parents with kids. The company was founded in 2017 and is based in San Diego, California.

Headquarters Location

961 West Laurel Street

San Diego, California, 92101,

United States

(866) 908-7878

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Trust & Will's Product Videos

Trust & Will's Products & Differentiators

    Will

    A plan for who will look after your children, what should happen to your assets, and how you’d like to be cared for when you need it

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Research containing Trust & Will

Get data-driven expert analysis from the CB Insights Intelligence Unit.

CB Insights Intelligence Analysts have mentioned Trust & Will in 1 CB Insights research brief, most recently on Jul 6, 2023.

Expert Collections containing Trust & Will

Expert Collections are analyst-curated lists that highlight the companies you need to know in the most important technology spaces.

Trust & Will is included in 4 Expert Collections, including Wealth Tech.

W

Wealth Tech

2,051 items

Companies and startups in this collection digitize & streamline the delivery of wealth management. Included: Startups that offer technology-enabled tools for active and passive wealth management for retail investors and advisors.

F

Financial Wellness

245 items

Track startups and capture company information and workflow.

F

Fintech

8,086 items

Companies and startups in this collection provide technology to streamline, improve, and transform financial services, products, and operations for individuals and businesses.

F

Fintech 250

500 items

250 of the most promising private companies applying a mix of software and technology to transform the financial services industry.

Latest Trust & Will News

Trust & Will Proudly Achieves B Corporation Certification

Sep 19, 2023

San Diego, CA | September 19, 2023 07:01 AM Eastern Daylight Time   Trust & Will, the leading digital estate planning and settlement platform, is proud to announce its official certification as a B Corporation. With a mission to help every family leave a legacy, this recognition highlights Trust & Will's commitment to sustainability, social responsibility, and ethical business practices. Trust & Will joins the global movement that business can be a force for good led by B Lab, a nonprofit network aimed to reshape the incentives around doing business—prioritizing people, communities, and the planet in addition to profit. “Six years ago, we set out on a mission to make estate planning affordable and accessible to every family in order to create legacies that span multiple generations,” said Cody Barbo, CEO and Founder of Trust & Will. “Becoming a B Corp was a conscious decision and massive undertaking to ensure that we also leave this world a better place than we found it and hold ourselves accountable to the highest standards of ethics, governance, and responsibility.” Based on the B Impact Assessment, Trust & Will earned an overall score of 97.7, outperforming the required score of 80. The company was also recently named to Inc.’s list of “The 5,000 Fastest Growing Companies in America,” and routinely is recognized as an Inc. Best Workplace. Trust & Will joins the ranks of businesses, such as Patagonia, Ben & Jerry’s, and Athleta, that are using their influence to create a positive impact beyond financial gains. B Corps are a global community of companies that meet the highest standards of verified social and environmental performance, public transparency, and legal accountability to balance profit and purpose. ABOUT TRUST & WILL       Trust & Will is simplifying estate planning and settlement with attorney-approved, legally valid documents and processes designed to adhere to individual state guidelines. Since 2017, we’ve helped hundreds of thousands of Trust & Will members leave their legacy with an affordable way to create an estate plan or settle the estate of a loved one. Our platform uses bank-level encryption that protects customer data and complies with the highest security standards, including SOC 2 and HIPAA. Trust & Will is a certified B Corporation and is the official estate planning benefit provider for AARP members, along with several leading financial institutions, who all believe in our mission of helping every family leave their legacy.

Trust & Will Frequently Asked Questions (FAQ)

  • When was Trust & Will founded?

    Trust & Will was founded in 2017.

  • Where is Trust & Will's headquarters?

    Trust & Will's headquarters is located at 961 West Laurel Street, San Diego.

  • What is Trust & Will's latest funding round?

    Trust & Will's latest funding round is Series C.

  • How much did Trust & Will raise?

    Trust & Will raised a total of $38.06M.

  • Who are the investors of Trust & Will?

    Investors of Trust & Will include Northwestern Mutual Future Ventures, American Express Ventures, United Services Automobile Association, SEI Ventures, UBS and 21 more.

  • Who are Trust & Will's competitors?

    Competitors of Trust & Will include FreeWill, Gentreo, Wealth.com, Tomorrow, OneDigitalTrust and 10 more.

  • What products does Trust & Will offer?

    Trust & Will's products include Will and 3 more.

CB Insights
Looking for a leg up on competitive, customer and technology insights?
CB Insights puts confidence and clarity into your most strategic decisions.
See how. Join a demo.
Join a demo
Trusted by the world's smartest companies to:
  • Predict emerging trends
  • See competitors' playbooks
  • Stalk the smart money
  • Identify tomorrow's challengers
  • Spot growing industries
  • Kill analyst data work
Let's see how we can help you!
MicrosoftWalmartWells Fargo

Compare Trust & Will to Competitors

D
DoYourOwnWill.com

Doyourownwill.com is a platform that enables users with simple estates to write their own will and create some other estate planning documents. It offers estate planning and will preparation guidance. It provides free estate planning documents on the web. It was founded in 1999 and is based in Seattle, Washington.

GoodTrust Logo
GoodTrust

GoodTrust is a secure digital-legacy platform. It deals in websites, social media, online accounts, and documents that allow users to share access with trusted individuals. It was founded in 2020 and is based in Palo Alto, California.

Rocket Lawyer Logo
Rocket Lawyer

Rocket Lawyer allows users to create customized legal documents. It allows members access to free document reviews from local attorneys and receives discounted rates on legal services for more complicated legal needs. It also offers lawyers access to online marketing tools and targeted client referrals. Rocket Lawyer was founded in 2008 and is based in San Francisco, California.

M
Memori

Memori is an all-in-one online platform to manage legacy, from the convenience of securing wills, insurance policies, and memorial services.

F
FreeWill

FreeWill provides online tools to address estate planning needs and make charitable donations in tax-advantaged ways. It provides donors with estate planning tools so that they can make bequests to the organization and make donations, helping users during donations and fundraisers. The company was founded in 2016 and is based in New York, New York.

Gentreo Logo
Gentreo

Gentreo is a software solution that helps users in estate planning. It offers a way for people to create, store, and share a legal plan. Gentreo was founded in 2018 and is based in Quincy, Massachusetts.

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