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Trust & Will

Legal Technology / Estate Planning ~240 employees
Founded
--
Employees (Est.)
~240
12 leaders known
Total Funding
$77.5M
Funding Rounds
3
Last Funding
2025-04-22

About Trust & Will

Trust & Will is an online platform dedicated to simplifying estate planning and settlement. Their mission is to provide accessible, affordable, and legally valid solutions for creating Wills and Trusts, as well as offering support for probate processes, ensuring peace of mind for families and individuals.

Products & Services

Trust:A complete plan to protect and transfer assets, preventing loss of time and money in probate court. Popular for homeowners and includes all Will documents.
Will:Covers the basics of estate planning, including naming guardians for children and organizing assets. It is the most affordable option but does not prevent probate court.
Probate Services:Tools and support to navigate the probate process faster and easier, including state-specific requirements, document preparation, and optional legal representation.
Young Adult Plan:A tailored estate planning solution for young adults.
Attorney Support:One-on-one expert input from attorneys to assist with estate planning and probate.
Deed Transfer:Service to facilitate the transfer of property deeds.
Professional Partnerships:Solutions for financial advisors, attorneys, real estate agents, and nonprofits to offer estate planning services to clients.

Specialties

Online Estate Planning Wills and Trusts Probate Support State-Specific Legal Solutions Affordable Legal Services

Funding History

Debug: View Raw Funding Data
# Type Amount Fields Date Fields Investors
1 RT: Series C
T: -
FT: Series C 		A: 4500000
MR: -
FA: $4.5 million
FAN: 4500000 		D: 2025-04-22
FD: 2025-04-22 		1 investors
2 RT: Series C
T: -
FT: Series C 		A: 25000000
MR: -
FA: over $25M
FAN: 25000000 		D: 2025-03-11
FD: 2025-03-11 		4 investors
3 RT: Strategic
T: -
FT: Strategic 		A: 48000000
MR: -
FA: more than $48 million
FAN: 48000000 		D: 2023-02-23
FD: 2023-02-23 		4 investors
Series C Latest
2025-04-22
$4.5M
1 investor (Pro only)
Series C 2025-03-11
$25.0M
Strategic 2023-02-23
$48.0M

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Growth Metrics

+45%
Employee Growth
YoY
3.2x
Funding Growth
Last Round
12
Markets
Operating
10K+
Customers
Active

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Team & Leadership

J

Justin Kramm

Member

V

Vica

M

Maegan S.

Member

A

Alex Dudek

Member

B

Brendan Sweeney

Member

S

Sara Hennessy

Member

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Recent News

Trust & Will Announces New Product Launch

2 days ago

Company unveils innovative solution to transform the industry, expanding market reach and capabilities...

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Leadership Team Expands with Industry Veteran

1 week ago

New executive brings 20+ years of experience to accelerate growth and strategic initiatives...

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Company Recognized as Industry Leader

2 weeks ago

Receives prestigious award for innovation and customer satisfaction in competitive market...

Read more →

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Key Competitors

C1

Competitor Alpha

Series B · $50M raised

C2

Competitor Beta

Series C · $120M raised

C3

Competitor Gamma

Series A · $25M raised

C4

Competitor Delta

Seed · $10M raised

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Company Details

Industries
Legal Technology / Estate Planning
Company Size
~240 employees (est.)

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Technology Stack

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