Founded in 2017, Trust & Will is the leading digital estate planning platform, trusted by over 1 million users. The company provides modern, accessible solutions to help families protect their legacies with attorney-approved, legally valid documents tailored to individual state requirements. Their seamless online platform simplifies the estate planning and settlement process, empowering individuals to create wills and trusts while also partnering with financial advisors, attorneys, and institutions to make legacy planning more inclusive and affordable. With bank-level encryption and compliance with SOC 2 and HIPAA standards, Trust & Will ensures maximum security and privacy for their members. As a certified B Corporation and the official estate planning provider for AARP members and leading financial institutions, Trust & Will is redefining estate planning for the digital age-making it easier, more secure, and accessible to every family.
| Date | Amount | Type | Investors | Valuation |
|---|---|---|---|---|
| 03/11/25 | $25,000,000 | Series C |
Erie Strategic Ventures FT Partners Moderne Ventures  Northwestern Mutual Future Ventures UBS Next | undisclosed |
