What is Trust & Will?
Founded in 2017, Trust & Will is revolutionizing the estate planning landscape by offering attorney-approved, legally valid documents through a user-friendly digital platform. The company caters to a broad audience, from individuals seeking to protect their legacies to financial advisors, attorneys, and institutions looking to streamline the process. Trust & Will's commitment to security is evident in its bank-level encryption and adherence to SOC 2 and HIPAA standards. As the official estate planning provider for AARP members and various financial institutions, Trust & Will is actively redefining how families approach legacy planning, making it more inclusive, affordable, and secure.
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 Western Technology Investment, Techstars Ventures, Halogen Ventures, Rise of the Rest Seed Fund, Luma Launch, and Link Ventures
Series B (2020): $15M led by Jackson Square Ventures, AARP, Rise of the Rest, Jeff Cruttenden, Link Ventures, Noah Kerner, Western Technology Investment, Hack VC, Rosecliff Capital Advisors, Techstars Ventures, Northwestern Mutual, Halogen Ventures, Actium Partners, Fifth Third Bank, and Luma Launch
Other Financing Round (2023): $15M supported by USAA, Amex Ventures, Northwestern Mutual Future Ventures, and SEI Ventures
Series C (2025): $32M featuring UBS, Northwestern Mutual Future Ventures, Moderne Ventures, Curql, and Erie Mutual Insurance Company
Series C (2025): $4.5M backed by Curql
Key Investors in Trust & Will
Jackson Square Ventures
Jackson Square Ventures is a Series A investment firm focused on software and marketplace businesses, prioritizing solid business fundamentals and strong customer relationships. They aim to partner with exceptional founders dedicated to transforming industries and building iconic, standalone companies.
Link Ventures
Link Ventures is a venture capital firm that invests in early stage consumer internet technology companies that are disrupting markets through the use of big data, artificial intelligence and mobile technologies. The firm leverages its exclusive relationship with Cambridge's leading venture capital incubator and its proprietary big data resources and customer acquisition technologies to help its portfolio companies scale.
Western Technology Investment
Western Technology Investment (WTI) specializes in providing venture debt to assist startups in financing their growth while minimizing shareholder dilution. Since its inception in 1980, WTI has supported over 1,400 companies across various innovation sectors, demonstrating a long history of capital provision through diverse economic cycles.
What's next for Trust & Will?
The substantial enterprise-level backing and recent strategic investment position Trust & Will for accelerated growth and further innovation in the digital estate planning sector. This capital infusion is expected to fuel the expansion of its services, enhance its technology infrastructure, and broaden its market reach. As a certified B Corporation, Trust & Will is poised to deepen its impact by making comprehensive estate planning solutions accessible to a wider demographic, reinforcing its mission to empower individuals and families to protect their futures. The company's strategic partnerships with financial institutions and organizations like AARP will likely be key to its ongoing success and market penetration.
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