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. 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
- Founders Daniel Goldstein, Cody Barbo
- SectorsProfessional & Legal ServicesTechnology
- Website category Finance
- Email••••••••
- Website trustandwill.com
- Social LinkedIn X Facebook
- Total Equity Funding$69.01M (USD)
in 8 rounds
- Latest Funding Round$4.5M (USD), Series C
Apr 2025
- InvestorsUBS
& 23 more
- Employee Count87
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.
Platform for creating and updating wills and trusts securely.
Assistance for navigating probate processes and document preparation.
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 $69.01M
- Total Rounds 8
- Last Round Series C — $4.5M
- First Round $2M
(Jun 2018)
- Investors Count 24
All 8 funding rounds of Trust and Will with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Apr 2025 | $4.5M | Series C | – | – | |
| Mar 2025 | $25M | Series C | – | Moderne Ventures | |
| Jan 2024 | – | Series B | – | Erie Insurance | |
| Feb 2023 | $15M | Series B | – | Amex Ventures, SEI Ventures | |
| Jan 2022 | – | Series B | – | UBS | – |
| Nov 2020 | $15M | Series B | – | Jackson Square Ventures | |
| Dec 2019 | $7.51M | Series A | – | Link Ventures | |
| Jun 2018 | $2M | Seed | – | Revolution |
24 investors in total: 22 institutional and 2 angel.
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.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Curql is focused on connecting credit unions with fintech investments. | – | curql.com | Des Moines, United States | |
Early-stage investments are provided to US tech and offline companies. | – | moderneventures.com | Chicago, United States | |
Fund management services are provided to corporate venture funds. | – | touchdownvc.com | Los Angeles, United States | |
Venture capital is provided to consumer, B2B, and commerce sectors. | – | amexventures.com | New York, United States | |
- | – | seiventures.com | - | |
Seed and early-stage tech investments in the US are made. | – | jsv.com | San Francisco, United States | |
Early and growth-stage tech startups are funded by Rosecliff Ventures. | – | rosecliff.com | New York, United States | |
Venture debt is provided globally across multiple sectors. | 1980 | westerntech.com | Portola Valley, United States | |
Actium Partners is engaged in providing financial and investment services. | 2004 | actiumpartners.com | Salt Lake City, United States | |
Startups are accelerated globally without sector restrictions through structured programs. | 2006 | techstars.com | New York, United States |
Investor details for Trust and Will
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
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People of Trust and Will
27 people are tracked at Trust and Will (14 in leadership, 13 in team); the tracked headcount is 87.
| Name | Role | Group |
|---|---|---|
Daniel Goldstein | Co-Founder & COO | Leadership |
Cody Barbo | Co-Founder & CEO | Leadership |
Ada Madigan | Chief Of Staff | Leadership |
Dan Summers | Head Of Acquisition | Leadership |
Ron Wangerin | Chief Financial Officer | Leadership |
Misty Mittelman | Head Of People | Leadership |
Tyler Bowen | Head Of Finance & Data Analytics | Leadership |
Tim Frazer | Director Of Data Engineering | Leadership |
Dale Sperling | CMO | Leadership |
Michael Jones | VP Of Engineering | Leadership |
Aaron Burcell | Vice President Operations | Leadership |
Stephany Bader | VP Of Product | Leadership |
Molly Peters | Director Of Content | Leadership |
Meagan Manion | Head Of Operations, Professional Services | Leadership |
Ryan T. | Operations Project Manager | Team |
Whitney Hartshorne | Engineering Manager | Team |
Henry Frank | Senior Full Stack Engineer | Team |
Fabio Valente | Quality Assurance Specialist II | Team |
Travis Crocker | Probate Success Specialist / Training Specialist Ii, ESMS | Team |
Joseph Aranez | Principal Solutions Engineer | Team |
7 more people are available in the full profile.
Complete people profiles for Trust and Will
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
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Timeline of Trust and Will
3 dated milestones of Trust and Will across 8 years, from founding to its latest funding, stage changes and deals.
- Founded Trust and Will is founded.
- Funding First funding round of $2.0M.
- Funding Latest funding round, Series C, of $4.5M.
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.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| tmrow.com | 2015 | Copenhagen, Denmark | – | 7 | Carbon footprint of daily activities is tracked via mobile software. | |
| justvanilla.com | 2019 | Los Angeles, United States | $84.26M | – | Solutions for estate planning are provided to investment advisors. | |
| joincake.com | 2013 | Sudbury, United States | $5.05M | 10 | Online platform that provides end of life planning | |
| withluminary.com | 2022 | New York, United States | $9.5M | – | Estate planning software is provided with AI-driven insights by Luminary. | |
| thepostage.com | 2019 | Houston, United States | – | 6 | Cloud-based legacy planning solutions are offered for enterprises. | |
| filethis.com | 2010 | Mill Valley, United States | $9.9M | – | An automated system for digital storage and filing of financial documents. | |
| peacefully.com | 2018 | Los Angeles, United States | $200,000 | – | After-death services including end-of-life planning are provided by Peacefully. | |
| lifelegacy.io | 2020 | New York, United States | – | – | Online will planning software is provided for document management. |
Detailed competitors of Trust and Will
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Trust and Will
The website of Trust and Will (trustandwill.com) receives about 889.5K visits a month and ranks #50,207 among all websites worldwide, #3,173 in Finance.
- Monthly visits889.5K
▲ 10.8% vs previous month
- Unique visitors456.3K
per month
- Global rank#50,207
among all websites
- Category rank#3,173
Finance · Finance
- Bounce rate49%
- Pages per visit5.0
- Average visit2 min 32 sec
- DevicesDesktop 45% · Mobile 55%
Websites whose visitors overlap most with Trust and Will. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| ethos.com | 100% | 906.7K | #57,599 | View details | |
| nerdwallet.com | 87% | 22.3M | #2,677 | View details | |
| merceradvisors.com | 75% | 133.8K | #273,528 | View details | |
| facet.com | 75% | 288.1K | #193,539 | View details | |
| getdynasty.com | 73% | 12.1K | #2,140,103 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 40 similar websites and full traffic analytics for Trust and Will
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 40 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Latest news on Trust And Will
Complete news archive for Trust and Will
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Similar companies to Trust and Will
10 companies that operate in the same segment as Trust and Will (Legal Tech), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud and AI-based electronic signatures and contract management are provided. | 2003 | San Francisco, California, United States | USD 520 M | USD 3.22 B | 6,840 | |
Legal practice management software is provided for law firm operations. | 2007 | Burnaby, British Columbia, Canada | USD 1.79 B | – | – | |
AI-powered software for contract drafting and management is provided. | 2017 | India | USD 112.95 M | USD 2.43 M | 162 | |
Contract lifecycle management software is developed using AI-powered intelligence. | 2016 | San Carlos, California, United States | USD 154.69 M | – | – | |
AI-powered ediscovery platform streamlines investigations and workflows. | 2012 | Houston, Texas, United States | USD 194.03 M | USD 156.85 M | 561 | |
AI-powered software for legal contract management is utilized. | 2012 | Lehi, Utah, United States | USD 170.95 M | – | – | |
Cloud-based legal management and data services are provided for businesses. | 2008 | Toronto, Ontario, Canada | – | USD 7.63 B | 26,400 | |
AI-driven legal research platform for attorneys is operated. | 2013 | San Francisco, California, United States | USD 67.83 M | – | – | |
Online legal services are offered to businesses and families. | 2008 | San Francisco, California, United States | USD 288.44 M | – | – | |
SaaS-driven property management software for owners and residential property managers | 2006 | Santa Barbara, California, United States | USD 30 M | USD 950.82 M | 1,630 |
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Frequently Asked Questions about Trust and Will
Trust and Will was founded in 2017 and raised its 1st funding round 1 year after it was founded.
Trust and Will is headquartered in San Diego, United States. It is registered at San Diego, California, United States.
Cody Barbo is the current CEO of Trust and Will. They have also founded this company.
Trust and Will is a funded company, having raised a total of $69.01M across 8 funding rounds to date. The company's 1st funding round was a Seed of $2M, raised on Jun 2018.
Trust and Will has 87 employees.
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.
Trust and Will offers Estate Plan Platform and Probate Support Service.
Trust and Will has 24 investors. Key investors include UBS, Erie Insurance, AARP, USAA, and Northwestern Mutual.
The website of Trust and Will receives about 889 thousand visits a month and ranks #50,207 among all websites worldwide.