What is Trust & Will?
Founded in 2017, Trust & Will has emerged as a leader in the digital estate planning sector, serving over 1 million users with attorney-approved, state-compliant documentation. By integrating bank-level security and SOC 2 compliance, the company provides a robust infrastructure for families to manage their legacies. As a certified B Corporation, Trust & Will distinguishes itself through its partnerships with major financial institutions and AARP, effectively bridging the gap between traditional legal services and modern, user-centric digital platforms.
How much funding has Trust & Will raised?
Trust & Will has raised a total of $72.5M across 5 funding rounds:
Series A
$6M
Series B
$15M
Other Financing Round
$15M
Series C
$32M
Series C
$4.5M
Series A (2019): $6M with participation from Techstars Ventures, Luma Launch, Western Technology Investment, Link Ventures, Rise of the Rest Seed Fund, and Halogen Ventures
Series B (2020): $15M led by Jeff Cruttenden, Rosecliff Capital Advisors, AARP, Rise of the Rest, Link Ventures, Northwestern Mutual, Jackson Square Ventures, Western Technology Investment, Noah Kerner, Actium Partners, Hack VC, Techstars Ventures, Fifth Third Bank, Luma Launch, and Halogen Ventures
Other Financing Round (2023): $15M supported by Amex Ventures, SEI Ventures, USAA, and Northwestern Mutual Future Ventures
Series C (2025): $4.5M featuring Curql
Series C (2025): $32M backed by Erie Mutual Insurance Company, UBS, Moderne Ventures, Curql, and Northwestern Mutual Future Ventures
Key Investors in Trust & Will
UBS
A global financial services firm providing comprehensive wealth management, investment banking, and asset management solutions to a diverse international clientele.
Curql
A collaborative investment platform that connects credit unions with fintech innovators to drive technological advancement and service expansion within the financial sector.
Moderne Ventures
A strategic venture capital firm focused on disruptive technologies in real estate, insurance, and finance, leveraging an extensive network of corporate executives to accelerate portfolio growth.
What's next for Trust & Will?
With this major enterprise-level funding, Trust & Will is well-positioned to scale its operations and deepen its integration within the broader financial services ecosystem. The company is expected to leverage this capital to enhance its platform capabilities, expand its B2B partnerships with financial advisors and institutions, and continue its mission of democratizing estate planning. By focusing on strategic growth and operational excellence, Trust & Will aims to solidify its status as the primary digital infrastructure for legacy planning in the digital age.
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