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Trust & Will

Provides an online platform for digital estate planning services.

Discussion
enterprise-softwarefinancial-servicesfintechinsurancelegal-serviceswealth-management

Company facts

Series C-stage
Founded
2017
Employees
156
Headquarters
United States
CEO
Cody Barbo
Type
Private
Funding
Series C · $33M · 2025
Subsidiaries
EZ-Probate

About

At Trust & Will, we are revolutionizing the estate planning and settlement landscape through groundbreaking technology. Founded in 2017, our mission is to make these crucial processes accessible, affordable, and intuitive for every American family. We recognized a significant gap in the industry: while a vast majority of people understand the importance of estate planning, a surprisingly small percentage have taken action. This discrepancy often stems from the perceived complexity, high costs, and time commitment traditionally associated with engaging an attorney. Trust & Will directly addresses these barriers by providing a seamless, secure, and user-friendly online platform where individuals can create legally valid, attorney-approved wills and trusts tailored to their specific state requirements. Our innovative approach leverages bank-level encryption and complies with the highest security standards, including SOC 2 and HIPAA, ensuring the utmost protection of our members' sensitive information. Through strategic partnerships with leading financial institutions, AARP, and thousands of financial advisors, Trust & Will is expanding its reach and integrating estate planning into pivotal life moments. We are committed to continuous innovation, including the incorporation of AI-driven solutions to further personalize and streamline the planning experience. Our platform empowers not only individuals and families but also financial professionals by providing them with sophisticated tools to offer comprehensive legacy planning to their clients. We believe that by combining cutting-edge technology with a compassionate, member-centric approach, we are fundamentally transforming how people protect their assets and secure their legacies for generations to come. Trust & Will is more than just a service; it's a movement towards democratizing estate planning, ensuring that everyone has the opportunity to leave a meaningful and well-protected inheritance.

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