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
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Sectors
Professional & Legal ServicesTechnology
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Email
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Phone
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Website
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Social
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Annual Revenue
Not available
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Net Profit
Not available
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EBITDA
Not available
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Total Equity Funding
$69.01 M (USD)
in 8 rounds
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Latest Funding Round
$4.5 M (USD), Series C
Apr 22, 2025
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Investors
UBS
& 23 more
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Employee Count
87
as on Dec 31, 2024
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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.
People of Trust and Will
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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.
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.
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Curql is focused on connecting credit unions with fintech investments.
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Early-stage investments are provided to US tech and offline companies.
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Fund management services are provided to corporate venture funds.
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Investor details for Trust and Will
Investor domains, locations, round participation, and complete history require an active premium plan.
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Investments & Acquisitions by Trust and Will
Investment portfolio details for Trust and Will
Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.
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Financial Statements - Trust and Will
Detailed financials for Trust and Will
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Trust And Will Comparisons
Peer comparison for Trust and Will
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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.
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Carbon footprint of daily activities is tracked via mobile software.
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Solutions for estate planning are provided to investment advisors.
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Online platform that provides end of life planning
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Estate planning software is provided with AI-driven insights by Luminary.
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Cloud-based legacy planning solutions are offered for enterprises.
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Detailed competitors of Trust and Will
Competitor domains, locations, full profiles, and operating metrics require an active premium plan.
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Latest news on Trust And Will
Complete news archive for Trust and Will
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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.
As of Dec 31, 2024, the latest employee count at Trust and Will is 87.
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.