About Trust and Will
Trust and Will is a company based in San Diego (United States) founded in 2017 by Daniel Goldstein and Cody Barbo.. Trust and Will has raised $69.01 million across 8 funding rounds from investors including UBS, Erie Insurance and AARP. The company has 87 employees as of December 31, 2024. Trust and Will offers products and services including Estate Plan Platform and Probate Support Service. Trust and Will operates in a competitive market with competitors including Tomorrow, Vanilla, Cake, Luminary and The Postage, among others.
- Headquarter San Diego, United States
- Employees 87 as on 31 Dec, 2024
- Founders Daniel Goldstein, Cody Barbo
-
Sectors
Professional & Legal ServicesTechnology
-
Email
***********
-
Phone
*********
-
Website
*********
-
Social
*********
-
Annual Revenue
-
Net Profit
-
EBITDA
-
Total Equity Funding
$69.01 M (USD)
in 8 rounds
-
Latest Funding Round
$4.5 M (USD), Series C
Apr 22, 2025
-
Investors
UBS
& 23 more
-
Employee Count
87
as on Dec 31, 2024
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Products & Services of Trust and Will
Trust and Will offers a comprehensive portfolio of products and services, including Estate Plan Platform and Probate Support Service. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Platform for creating and updating wills and trusts securely.
Assistance for navigating probate processes and document preparation.
Unlock access to complete
Funding Insights of Trust and Will
Trust and Will has successfully raised a total of $69.01M across 8 strategic funding rounds. The most recent funding activity was a Series C round of $4.5 million completed in April 2025. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding Total Funding
- Total Rounds 8
- Last Round Series C — $4.5M
-
First Round
First Round
(01 Jun 2018)
- Investors Count 24
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Apr, 2025 | Amount | Series C - Trust and Will | Valuation |
investors |
|
| Mar, 2025 | Amount | Series C - Trust and Will | Valuation | Moderne Ventures | |
| Jan, 2024 | Amount | Series B - Trust and Will | Valuation | Erie Insurance |
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Trust and Will
Trust and Will has secured backing from 24 investors, including venture fund, institutional, and angel investors. Prominent investors backing the company include UBS, Erie Insurance and AARP. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
|
Curql is focused on connecting credit unions with fintech investments.
|
Founded Year | Domain | Location | |
|
Early-stage investments are provided to US tech and offline companies.
|
Founded Year | Domain | Location | |
|
Fund management services are provided to corporate venture funds.
|
Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
|
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
|
Founded Year | Domain | Location | |
|
Startup ecosystems are ignited through strategic investments by Signite Partners.
|
Founded Year | Domain | Location | |
|
Venture capital is directed toward companies in multiple sectors.
|
Founded Year | Domain | Location | |
|
Venture capital is invested in cybersecurity, fintech, and AI startups.
|
Founded Year | Domain | Location |
Investments & Acquisitions by Trust and Will
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
|
Bionic investment advisor platform
|
2016 | ||||
|
Fine Asian gourmet food is offered by an internet-first restaurant.
|
2016 | ||||
|
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
|
2014 | ||||
|
Fine Asian gourmet food is offered by an internet-first restaurant.
|
2016 |
Financial Statements - Trust and Will
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Trust And Will Comparisons
Competitors of Trust and Will
Trust and Will operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Tomorrow, Vanilla, Cake, Luminary and The Postage, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Carbon footprint of daily activities is tracked via mobile software.
|
|
| domain | founded_year | HQ Location |
Solutions for estate planning are provided to investment advisors.
|
|
| domain | founded_year | HQ Location |
Online platform that provides end of life planning
|
|
| domain | founded_year | HQ Location |
Estate planning software is provided with AI-driven insights by Luminary.
|
|
| domain | founded_year | HQ Location |
Cloud-based legacy planning solutions are offered for enterprises.
|
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
|
|
| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
|
|
| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
|
|
| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
|
Latest news on Trust And Will
Frequently Asked Questions about Trust and Will
When was Trust and Will founded?
Trust and Will was founded in 2017 and raised its 1st funding round 1 year after it was founded.
Where is Trust and Will located?
Trust and Will is headquartered in San Diego, United States. It is registered at San Diego, California, United States.
Who is the current CEO of Trust and Will?
Cody Barbo is the current CEO of Trust and Will. They have also founded this company.
Is Trust and Will a funded company?
Trust and Will is a funded company, having raised a total of $69.01M across 8 funding rounds to date.
How many employees does Trust and Will have?
As of Dec 31, 2024, the latest employee count at Trust and Will is 87.
What does Trust and Will do?
Trust and Will was founded in 2017 in San Diego, United States, as a cloud-based platform in the legal technology sector. Wills and legal forms are created and managed by users via interactive questionnaires. Personal wills for families are facilitated, with access to forms for resolving legal issues. Operations rely on a subscription-based pricing model, serving users across the United States.
Who are the top competitors of Trust and Will?
What products or services does Trust and Will offer?
Trust and Will offers Estate Plan Platform and Probate Support Service.
Who are Trust and Will's investors?
Trust and Will has 24 investors. Key investors include UBS, Erie Insurance, AARP, USAA, and Northwestern Mutual.
Book a demo & talk to our team
Share a few details and we’ll reach out to schedule a session.