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Trust & Will
Trust & Will is an online service providing legal forms and information
About Trust & Will
Trust & Will operates in the online estate planning market, providing a user-friendly platform for creating, editing, storing, and sharing estate planning documents such as trusts, wills, and guardianships. The company serves individuals and families looking to secure their legacy and protect their loved ones through legally sound estate plans. Trust & Will's business model is subscription-based, with plans starting at $39, making it accessible to a wide range of clients. Revenue is generated through the sale of these plans, which are designed by experienced legal professionals. The platform emphasizes simplicity, affordability, and accessibility, ensuring clients can manage their estate planning needs with ease. The company also offers a 30-day money-back guarantee, enhancing customer trust and satisfaction.
Source: Dealroom company dataAt a glance
- Status
- Operational
- Founded
- 2017
- Headquarters
- San Diego, United States
- Employees
- 152
- Open positions
- 3
- Dealroom signal
- 86.7/100
- Industry
- Legal
- Sub-industry
- Self-service and Lawyer Marketplace
- Sector
- Legal, Estate Planning, Insurtech Related, B Corp, End-of-Life Planning
- Client focus
- b2c
Latest news
Press, funding announcements and product moves mentioning Trust & Will.
Funding history
Company financing events and reported valuations.
| Deal type | Date | Amount | Valuation | Investors | Source |
|---|---|---|---|---|---|
| SERIES COther financing | Apr 2025 | $4.5M | $200M | Curql Collective | ↗ |
| SERIES COther financing | Mar 2025 | $25M | $200M | Northwestern Mutual Future Ventures · UBS · Erie Insurance · Moderne Ventures | ↗ |
Financials
Revenue, earnings and other financial measures where available. Years marked “E” are estimates.
Growth signals
Latest recorded traffic for Trust & Will is 600K monthly website visits, up 1.7% over the last three months. Trust & Will's team grew 0% over the past year.
Open positions
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Investors
From Dealroom's funding and investor records, grouped by the round each investor first entered.
Seed2 investors entered at this stage
Revolution
Rise of the Rest
Series A15 investors entered at this stage
Techstars
Right Side Capital Management
Link Ventures
Western Technology Investment
Luma Launch
Halogen Ventures
Jackson Square Ventures
AARP Community
Northwestern Mutual
Hack VC
Noah Kerner
Jeff Cruttenden
Fifth Third
Rosecliff Venture Partners- APActium Partners
Series B and later9 investors entered at this stage
UBS
USAA
SEI Ventures
Amex Ventures
Northwestern Mutual Future Ventures- EVErie Strategic Ventures
Moderne Ventures
Erie Insurance
Curql Collective
Source: Dealroom Talent Intelligence.
Global footprint
team presence
Market sentiment
An AI-synthesised read of the highest-engagement posts about Trust & Will on X, ranked by likes and reposts, corporate channels excluded.
Reading the room on X — pulling top posts and synthesizing themes…
Source: X recent search ranked by engagement (likes + retweets) · Synthesis by Claude · Cached for 1 hour
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