Trust & Will Overview
- Year Founded
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2017
- Status
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Private
- Employees
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100
- Latest Deal Type
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Series C1
- Latest Deal Amount
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$32M
- Investors
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44
Trust & Will General Information
Description
Developer of a digital estate planning platform designed to simplify the creation of legally valid wills and trusts. The company offers attorney-approved, state-specific tools for individuals and families to draft estate documents online, enabling financial advisors, institutions, and consumers to plan for the future, protect assets, and support multi-generational wealth transfer."
Contact Information
Website
www.trustandwill.comCorporate Office
- 1111 6th Avenue
- Suite 550, PMB 40156
- San Diego, CA 92101
- United States
Corporate Office
- 1111 6th Avenue
- Suite 550, PMB 40156
- San Diego, CA 92101
- United States
Trust & Will Timeline
Trust & Will Valuation & Funding
| Deal Type | Date | Amount | Raised to Date | Post-Val | Status | Stage |
|---|---|---|---|---|---|---|
| 12. Later Stage VC (Series C1) | 15-Mar-2025 | $32M | Completed | Generating Revenue | ||
| 11. Later Stage VC (Series C) | 18-Jan-2024 | Completed | Generating Revenue | |||
| 10. Accelerator/Incubator | 01-Jan-2023 | Completed | Generating Revenue | |||
| 9. Later Stage VC (Series B) | 10-Jan-2022 | Completed | Generating Revenue | |||
| 8. Early Stage VC (Series B) | 03-Nov-2020 | Completed | Generating Revenue | |||
| 7. Early Stage VC (Series A) | 13-Dec-2019 | Completed | Generating Revenue | |||
| 6. Equity Crowdfunding | 01-May-2019 | Completed | Generating Revenue | |||
| 5. Seed Round | 31-Dec-2018 | Completed | Generating Revenue | |||
| 4. Accelerator/Incubator | 01-Apr-2018 | $120K | $530K | Completed | Generating Revenue | |
| 3. Angel (individual) | 01-Mar-2018 | $410K | $410K | Completed | Generating Revenue |
Trust & Will Cap Table
| Stock | # of Shares Authorized |
Par Value | Dividend Rate (%) | Original Issue Price |
Liquidation | Liquidation Pref. Multiple |
Conversion Price | % Owned |
|---|---|---|---|---|---|---|---|---|
| Series C-1 | ||||||||
| Series C-6 | ||||||||
| Series C-5 | ||||||||
| Series C-4 | ||||||||
| Series C-3 | ||||||||
| Series C-2 | ||||||||
| Series B-7 | ||||||||
| Series B-6 | ||||||||
| Series B-5 | 37,461 | $0.000100 | $5.62 | $5.62 | 1x | $5.62 | 0.09% | |
| Series B-4 | 1,109,224 | $0.000100 | $5.62 | $5.62 | 1x | $5.62 | 2.66% |
VC Exit Predictor
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Opportunity Score
Calculated using Exit Type probabilities, the company’s stage, and PitchBook’s historical returns data.
Exit Type
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Trust & Will Comparisons
Industry
Financing
Details
Trust & Will Competitors (4)
One of Trust & Will’s 4 competitors is Sequiter., a Corporation company based in Edmonton, Canada.
| Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
|---|---|---|---|---|---|---|
| Sequiter. | Corporation | Edmonton, Canada | ||||
| FreeWill | Venture Capital-Backed | Concord, CA | ||||
| Final Blueprint | Venture Capital-Backed | Toronto, Canada | ||||
| LegalZoom.com | Formerly PE-Backed | Mountain View, CA |
Trust & Will Related Research & Analysis
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Trust & Will Signals
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Key Data Points
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Majestic Referring Domains
Trust & Will Investors (44)
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds |
|---|---|---|---|---|
| AgeTech Capital | Growth/Expansion | Minority | ||
| Curql | Venture Capital | Minority | ||
| Moderne Ventures | Venture Capital | Minority | ||
| Next Level Ventures | Venture Capital | Minority | ||
| Pledge Ventures | Corporate Venture Capital | Minority |
Trust & Will Acquisitions (1)
Trust & Will’s most recent deal was a Merger/Acquisition with EZ-Probate. The deal was made on 13-May-2022.
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| EZ-Probate | 13-May-2022 | Merger/Acquisition | Legal Services (B2C) |
Trust & Will FAQs
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When was Trust & Will founded?
Trust & Will was founded in 2017.
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Where is Trust & Will headquartered?
Trust & Will is headquartered in San Diego, CA.
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What is the size of Trust & Will?
Trust & Will has 100 total employees.
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What industry is Trust & Will in?
Trust & Will’s primary industry is Legal Services (B2C).
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Is Trust & Will a private or public company?
Trust & Will is a Private company.
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What is the current valuation of Trust & Will?
The current valuation of Trust & Will is .
-
What is Trust & Will’s current revenue?
The current revenue for Trust & Will is .
-
How much funding has Trust & Will raised over time?
Trust & Will has raised $82.5M.
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Who are Trust & Will’s investors?
AgeTech Capital, Curql, Moderne Ventures, Next Level Ventures, and Pledge Ventures are 5 of 44 investors who have invested in Trust & Will.
-
Who are Trust & Will’s competitors?
Sequiter., FreeWill, Final Blueprint, and LegalZoom.com are competitors of Trust & Will.
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