Trust & Will is a company that provides an online platform for creating estate plans, including trusts and wills.

Trust & Will

Hi, we're Trust & Will. We're on a mission to help every family to leave their legacy with a fast, easy, and secure way to create, manage, and distribute their estate plan online. Since 2017, we've helped hundreds of thousands of families plan for their future with a streamlined and intuitive approach that makes estate planning simple, affordable, and accessible.

We're backed by leading names in venture capital and we are the estate planning provider for UBS, Fifth Third Bank, Northwestern Mutual, AARP, SoFi, and more, who all believe in our mission of helping every family leave their legacy.

We're always looking for talented people to join our 100% remote first team - come join a B Corporation and an Inc. Best Workplace award winner that's changing an industry and helping millions of families along the way.

*Trust & Will is an online service providing legal forms and information. We are not a law firm and we do not provide legal advice. 

AARP

Actium Funds

Fifth Third Capital

Luma Launch

Rosecliff Ventures

Hack VC

Halogen Ventures

Jackson Square Ventures

Northwestern Mutual Future Ventures

Noah Kerner

USAA

American Express Ventures

SEI Ventures

It was so great to catch up with our rockstar government affairs team from The RXN Group! To surround yourself with such amazing and smart people like them, provides you the feeling that anything is possible. Thank you Sam Taussig and Kristina Howard for making such a huge impact on Trust & Will' s mission of making such a difference throughout the country around digital estate planning and settlement. Exciting things to come!

Calling all financial advisors! 📢  Curious about how to best implement estate planning in your practice? Join us for a webinar with Wealthbox, during their Workflows Week on July 16th @2pm ET, to see a proven and scalable way to integrate estate planning into your practice. Register at the link below!

https://bit.ly/3zGfljX

We're helping more than 10,000 financial advisors and firms deliver peace of mind to their clients by offering a comprehensive estate planning solution.

Alaric Goth, Financial Advisor, shares how our advisor platform has made estate planning more accessible for his clients.

Need more info? Visit trustandwill.com/advisors!

🎉 Our government affairs leaders, Doug Luftman and Mitch Mitchell, have spent the past six months advocating for digital estate planning legislation in several states. 

We’re proud that our efforts resulted in the enactment of the Uniform Digital Electronic Estates Planning Document Act (UEEPDA) in Washington, Colorado, and Oklahoma! This is a significant step toward making estate planning more accessible, affordable, and convenient for everyone.

While there’s still plenty of work ahead, each year brings us closer to revolutionizing how people create their estate plans online. Here’s to continued progress and innovation! 🌟

Gen Z is planning for the future 🗒️ 

According to our 2024 Estate Planning Study, 32% of their generation are prioritizing financial advisor services this year. 

Advisors - have you started working with Gen Z? How do their needs differ from older generations?

UPCOMING WEBINAR REMINDER: Join us Thursday, July 11th at 2pm ET for a CE-eligible discussion with Mitch Mitchell, Andres Mazabel, and Brandon Tucker from eMoney to learn how to navigate life’s milestones in estate planning. Register at the link below.

https://lnkd.in/e9xp_6ua

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Robert Chaplinsky

Jesse Draper

Cody Barbo

Co-Founder & CEO

Daniel Goldstein

COO & Co-Founder

Brian Lamb

Co-Founder & Head of Product

John Zdanowski

Eric Urhausen

Head of Engineering

Laurent Grill

Investor

Matt Lydecker

Chief Strategy Officer

FinTech Startups

West Coast Companies With More Than 50 Employees (Top 10K)

West Coast Early Stage Companies With More Than 50 Employees

Private West Coast Companies (Top 10K)

Trust & Will is simplifying estate planning and settlement with attorney-approved, legally valid documents and processes designed to adhere to individual state guidelines. Since 2017, we’ve helped hundreds of thousands of Trust & Will members leave their legacy with an affordable way to create an estate plan or settle the estate of a loved one. Our platform uses bank-level encryption that protects customer data and complies with the highest security standards, including SOC 2 and HIPAA. Trust & Will is the official estate planning benefit provider for AARP members, along with several leading financial institutions, who all believe in our mission of helping every family leave their legacy. To learn more, visit trustandwill.com.

Trust & Will is an online service providing legal forms and information. Trust & Will is not a law firm and does not provide legal advice. 


Trust & Will was founded in 2017 and is headquartered in San Diego, CA.

Series B - Trust & Will

Venture Round - Trust & Will

MassChallenge

Non Equity Assistance - Trust & Will

Link Ventures

Series A - Trust & Will

Revolution’s Rise of the Rest Seed Fund

Seed Round - Trust & Will

Convertible Note - Trust & Will

Techstars

Pre Seed Round - Trust & Will

San Diego

California

United States

North America

FAMILY ARGUMENTS DURING THE HOLIDAYS CAN HAVE PROFOUND CONSEQUENCES, ACCORDING TO NEW SURVEY FROM TRUST & WILL

Startups Look To Streamline Tasks Around Death And End-of-Life Planning

Trust & Will Launches Subscription Pricing, Giving Advisors Flexibility

Trust & Will's New Study Shows Most Americans Deeply Unaware of the Costs, Timeline, and Emotional Toll of the Probate Process

41. Trust & Will

Trust & Will Named to the 2024 CNBC Disruptor 50 List For Pioneering Online Estate Planning

Trust & Will: 2024 CNBC Disruptor 50

A state-specific plan that includes a revocable living trust, pour-over will, power of attorney, and healthcare directive. It allows for the avoidance of probate court.

A state-specific plan that includes a last will and testament, power of attorney, and healthcare directive. It outlines guardianship for children and asset distribution.

Offers guidance and support for navigating the probate process, with options for varying levels of assistance, including full service by a licensed attorney.

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