Trust & Will
San Diego
About Trust & Will
Trust & Will is an online service that provides legal forms and information for estate planning, including wills and trusts. It aims to simplify the estate planning process for families. The company offers a digital estate planning platform that assists financial advisors, lawyers, real estate experts, member organizations, nonprofits, and businesses in helping families safeguard their legacies with attorney-approved, legally binding documents customized to meet specific state laws. This online platform streamlines the estate planning and settlement processes, empowering individuals to create wills and trusts, while also collaborating with financial advisors, attorneys, and institutions to enhance the accessibility and affordability of legacy planning.
Company Facts
- Operating status: Active
- Company type: For Profit
- IPO status: Private
- Employees: 101 – 250
- Estimated revenue: $10K – $50K
- Total funding: $82.2M
- Funding stage: Late Stage Venture
- Last round: Series C (Apr 2025)
- Website: trustandwill.com
- Phone: +1 866 908 7878
Industries & Categories
Legal, Software, Wealth Management
Social Profiles
Canonical: https://fsome.com/organization/trust-will-42524 · For the full interactive profile (charts, investors, team, acquisitions, press), please enable JavaScript.