What is Trust & Will?
Founded in 2017, Trust & Will is a pioneering digital estate planning platform that has garnered the trust of over one million users. The company offers modern, attorney-approved, and legally valid documents tailored to specific state requirements, simplifying the complex process of estate planning and settlement. Through its seamless online platform, Trust & Will empowers individuals to create wills and trusts, while also fostering partnerships with financial advisors, attorneys, and institutions to promote more inclusive and affordable legacy planning. Operating with bank-level encryption and adhering to SOC 2 and HIPAA standards, the company prioritizes the security and privacy of its members. As a certified B Corporation and the designated estate planning provider for AARP members and numerous leading financial institutions, Trust & Will is actively redefining estate planning for the digital age, making it more accessible, secure, and user-friendly for families nationwide.
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, Link Ventures, Luma Launch, Rise of the Rest Seed Fund, Techstars Ventures, and Halogen Ventures
Series B (2020): $15M led by Noah Kerner, Halogen Ventures, Jackson Square Ventures, Hack VC, Techstars Ventures, Northwestern Mutual, Western Technology Investment, Fifth Third Bank, Luma Launch, Rosecliff Capital Advisors, AARP, Rise of the Rest, Actium Partners, Jeff Cruttenden, and Link Ventures
Other Financing Round (2023): $15M supported by Northwestern Mutual Future Ventures, SEI Ventures, USAA, and Amex Ventures
Series C (2025): $32M featuring Moderne Ventures, Curql, UBS, Erie Mutual Insurance Company, and Northwestern Mutual Future Ventures
Series C (2025): $4.5M backed by Curql
Key Investors in Trust & Will
Northwestern Mutual Future Ventures
Northwestern Mutual Future Ventures is an investment arm focused on the finance industry, likely seeking innovative solutions that align with Northwestern Mutual's broader financial services offerings.
SEI Ventures
SEI Ventures, operating within the education sector, suggests an interest in platforms that enhance learning or professional development, potentially related to financial literacy or advisory services.
USAA
USAA is a diversified financial services organization specializing in products for U.S. military members and their families, indicating a strategic interest in services that cater to this demographic's unique financial planning needs.
What's next for Trust & Will?
The substantial enterprise-level funding and recent strategic investment indicate that Trust & Will is poised for significant scaling and expansion. This capital infusion will likely fuel further development of its digital platform, enhance its service offerings, and broaden its market reach. Strategic partnerships, such as those with financial institutions and AARP, are expected to deepen, solidifying Trust & Will's position as a dominant force in the digital estate planning industry. Future growth may involve expanding into new service verticals within financial wellness and legacy management, leveraging its established user base and strong brand reputation to drive continued innovation and market penetration.
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