Trust & Will
The company offers an online platform for creating and managing estate plans, including wills and trusts, tailored to comply with specific state legal requirements. It utilizes advanced encryption technology to ensure the security of personal information throughout the estate planning process.
- Category: Family Law Services
- Location: San Diego, California, United States
- Founded: 2017-01-01
- Total funding: $82M
- Website: https://trustandwill.com
Product & Features
- Connects users with specialists to navigate the probate process.
- Facilitates secure deed transfers for real estate or property ownership updates.
- Provides mobile notary services, including witnesses, for estate planning documents.
- Offers access to a network of attorneys for 1-on-1 legal guidance and document review.
- Acts as a professional successor trustee to manage and administer trusts.
- Crafts custom estate plans tailored to specific needs, including ongoing support.
- Integrates all services directly with existing Trust & Will plans for a seamless experience.
Notable Customers
- Fifth Third Bank
Founders & Team
- Daniel Goldstein — Co-Founder & COO
- Brian Lamb — Co-Founder
Funding Rounds
- Funding — $15M (2023-02)
- Funding — Undisclosed (2022-01)
- Series B — $15M (2020-11)
Recent News
- How to Reject an Inheritance (and Why) 🚫💰 (2026-06)
- "Buried at Costco?!" 5 Ways (2026-06)
- Estate Planning Learning Center | Trust & Will (2025-06)
- Trust & Will’s ‘Make It Count’ Campaign Wins Creative Awards (2025-05)
- Trust & Will Secures over $25M in Series C Funding, Fueling AI Advancements (2025-03)
- Trust & Will Secures over $25M in Series C to Expand the Nation's Leading Estate Planning Platform (2025-03)
Investors
- AARP
- Actium Partners
- American Express Ventures
- Hack VC
- Jackson Square Ventures
- Link Ventures
- Northwestern Mutual Future Ventures
- Revolution’s Rise of the Rest Seed Fund
- Rosecliff Ventures
- Techstars
- UBS
- USAA
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Frequently Asked Questions
What is Trust & Will?
The company offers an online platform for creating and managing estate plans, including wills and trusts, tailored to comply with specific state legal requirements. It utilizes advanced encryption technology to ensure the security of personal information throughout the estate planning process.
What does Trust & Will do?
Connects users with specialists to navigate the probate process. Facilitates secure deed transfers for real estate or property ownership updates. Provides mobile notary services, including witnesses, for estate planning documents.
Who are Trust & Will's customers?
Trust & Will's customers include Fifth Third Bank.
Who founded Trust & Will?
Trust & Will was founded by Daniel Goldstein and Brian Lamb.
How much funding has Trust & Will raised?
Trust & Will has raised $82M across 3 funding rounds.
Who are Trust & Will's investors?
Trust & Will's investors include AARP, Actium Partners, American Express Ventures, Hack VC, Jackson Square Ventures.