What is Trust & Will?
Founded in 2017, Trust & Will has emerged as the leading digital platform for estate planning, serving over 1 million users. The company provides a comprehensive suite of modern, accessible solutions designed to help individuals protect their legacies through attorney-approved, legally valid documents tailored to specific state requirements. By integrating bank-level encryption and maintaining strict compliance with SOC 2 and HIPAA standards, the platform ensures maximum security and privacy for its members.
As a certified B Corporation, Trust & Will distinguishes itself through its strategic partnerships with financial advisors, attorneys, and major institutions, including its role as the official estate planning provider for AARP. The company's technology-first approach simplifies the complex estate settlement process, effectively bridging the gap between traditional legal services and the digital-first expectations of modern consumers.
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, Link Ventures, Rise of the Rest Seed Fund, and Luma Launch
Series B (2020): $15M led by Jackson Square Ventures, Rosecliff Capital Advisors, AARP, Rise of the Rest, Jeff Cruttenden, Fifth Third Bank, Luma Launch, Noah Kerner, Western Technology Investment, Hack VC, Techstars Ventures, Northwestern Mutual, Actium Partners, Halogen Ventures, and Link Ventures
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, Erie Mutual Insurance Company, Moderne Ventures, and Curql
Series C (2025): $4.5M backed by Curql
Key Investors in Trust & Will
UBS
UBS is a global financial services firm that provides wealth management, investment banking, asset management, and private and corporate banking solutions to clients around the world.
Northwestern Mutual Future Ventures
Northwestern Mutual Future Ventures is a corporate venture arm that operates within the finance industry, focusing on strategic investments that align with long-term wealth management and insurance goals.
Moderne Ventures
Moderne Ventures is a strategic venture capital and growth equity firm that invests in disruptive technology companies within sectors such as Enterprise SaaS, AI, and finance.
What's next for Trust & Will?
With the successful closure of this major enterprise-level funding, Trust & Will is poised to enter a new phase of operational scaling. The strategic focus will likely center on deepening its integration with financial institutions and enhancing its B2B2C offerings. By utilizing the capital to refine its automated document generation and settlement workflows, the company aims to further reduce the friction associated with legacy planning. As the firm continues to mature, its ability to maintain high-security standards while scaling its user acquisition strategy will be critical in maintaining its leadership in the digital estate planning sector.
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