Trust & Will

United States
Wonewoc, Wisconsin, United States, 92103

Company profile

Trust & Will company profile

Trust & Will is an online service that provides legal forms and information for estate planning, including wills and trusts. It aims to simplify the estate planning process for families. The company offers a digital estate planning platform that assists financial advisors, lawyers, real estate experts, member organizations, nonprofits, and businesses in helping families safeguard their legacies with attorney-approved, legally binding documents customized to meet specific state laws. This online platform streamlines the estate planning and settlement processes, empowering individuals to create wills and trusts, while also collaborating with financial advisors, attorneys, and institutions to enhance the accessibility and affordability of legacy planning.

Business identity

Contact email
[email protected]
Phone number
+1 866 908 7878
Operating status
Active
Company type
For Profit
Employee range
101-250 employees
Revenue range
$1M-$10M
Founded
2017-10-26

Headquarters

Postal code
92103
Country code
US
Continent
North America

Capital profile

Funding and company signals

Funding stage
Late Stage Venture
Funding rounds
13
Total equity funding
$82M
Last funding
Series C / $4.5M / 2025-04-22
Last equity funding
Series C / $4.5M
Investors
36
Lead investors
9
Founders
3
Articles
113

Founders and investors

Founders

Brian LambCody BarboDaniel Goldstein

Lead investors

CurqlJackson Square VenturesLink VenturesMassChallengeModerne PassportModerne VenturesRevolution’s Rise of the Rest Seed FundTechstarsUBS

Investors

Hack VCLink VenturesModerne VenturesRight Side Capital ManagementTechstars