Trust & Will
Legal Solutions · California, United States · 51-200 Employees
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Overview
Headquarters
1111 6th Ave Ste 550, San Diego, Califor...Phone Number
(866) 908-7878Website
www.trustandwill.comRevenue
$44.9 MillionIndustry
ZI Rank: 2
Signal Type
Dec
Jan
Feb
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ZI Rank
4
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5
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2
About Trust & Will
Founded in 2017, Trust & Will is the leading digital estate planning platform, trusted by over 1 million users. We provide modern, accessible solutions to help families protect their legacies with attorney-approved, legally valid documents tailored to individual state requirements. Our seamless online platform simplifies the estate planning and settlement process, empowering individuals to create wills and trusts while also partnering with financial advisors, attorneys, and institutions to make legacy planning more inclusive and affordable. With bank-level encryption and compliance with SOC 2 and HIPAA standards, we ensure maximum security and privacy for our members. As a certified B Corporation and the official estate planning provider for AARP members and leading financial institutions, Trust & Will is redefining estate planning for the digital agemaking it easier, more secure, and accessible to every family.Explore more
Trust & Will Org Chart
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Activity Insights
Trust & Will is experiencing very low activity levels compared to other companies in the Software sector.
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Trust & Will financials insights
Gather financial insights about Trust & Will, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2019
Series A
$6M
2020
Series B
$15M
2023
Other Financing Round
$15M
2025
Series C
$32M
Series C
$4.5M
Trust & Will Tech Stack
A closer look at the technologies used by Trust & Will
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Most Recent Scoops
New Hire
Executive Move
Executive Moves, New Hire
Person-Based
Open Position
Person-Based
Funding, Finance
Person-Based
Trust & Will News & Media
Trust & Will Names Bill Parker Chief Technology Officer to Lead Next Stage of Platform and AI Development
Engineering veteran brings more than two decades of experience scaling high-growth technology platforms, from Rocket Loans to Built Technologies, to advance Trust & Will's AI roadmap and next phase of growth SAN DIEGO, April 28, 2026 /PRNewswire/ -- Trust & Will, the leader in online...How Advisors Can Use Trust & Will’s AI Assistant & Document Extraction Features to Better Serve Clients
Trust & Will introduces AI-powered document extraction and assistant tools within EstateOS for Advisors. CORONA, CA, UNITED STATES, February 19, 2026 /EINPresswire.com/ -- Estate planning doesn’t stop once documents are signed; it’s an ongoing …Trust & Will Launches an Attorney Platform to Support the Next Generation of Estate Planning Attorneys
Trust & Will for Attorneys is an AI-Powered Platform Built to Help Estate Planning Attorneys Grow Their Practices and Work Smarter SAN DIEGO, Jan. 12, 2026 /PRNewswire/ -- Trust & Will, the leader in online estate planning, today announced the launch of Trust & Will for Attorneys, an...Trust & Will Ranked #178 Fastest Growing Company in North America on the 2025 Deloitte Technology Fast 500™
Attributes 456% Revenue Growth to Product Innovation, Strategic Partnerships, and Expanding Consumer Demand Recognized as a Top 10 Company Among San Diego Based Winners SAN DIEGO, Nov. 19, 2025 /PRNewswire/ -- Trust & Will, the leader in online estate planning, today announced it ranked...
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Founded in 2017, Trust & Will is the leading digital estate planning platform, trusted by over 1 million users. We provide modern, accessible solutions to help families protect their legacies with attorney-approved, legally valid documents tailored to individual state requirements. Our seamless online platform simplifies the estate planning and set... Read More
