Trust & Will Overview
- Year Founded
-
2017
- Status
-
Private
- Employees
-
105
- Latest Deal Type
-
Later Stage VC
- Latest Deal Amount
-
$15M
- Investors
-
40
Trust & Will General Information
Description
Developer of an online estate planning platform designed to provide an easy, fast and secure way to set up an estate plan online. The company's platform helps guide the process of creating wills, trusts and other legal documents related to asset distribution after death, enabling clients to save on legal fees and ensuring their wishes are documented.
Contact Information
Website
www.trustandwill.comCorporate Office
- 2840 Fifth Avenue
- San Diego, CA 92103
- United States
Corporate Office
- 2840 Fifth Avenue
- San Diego, CA 92103
- United States
Trust & Will Timeline
Trust & Will Valuation & Funding
| Deal Type | Date | Amount | Raised to Date | Post-Val | Status | Stage |
|---|---|---|---|---|---|---|
| 11. Later Stage VC | 18-Jan-2024 | $15M | Completed | Generating Revenue | ||
| 10. Accelerator/Incubator | 01-Jan-2023 | Completed | Generating Revenue | |||
| 9. Later Stage VC | 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. Early Stage VC (Series A) | 31-Dec-2018 | Completed | Generating Revenue | |||
| 4. Accelerator/Incubator | 01-Apr-2018 | Completed | Generating Revenue | |||
| 3. Angel (individual) | 01-Mar-2018 | $410K | $410K | Completed | Generating Revenue | |
| 2. Grant | 26-Oct-2017 | $5K | Completed | Startup |
Trust & Will Cap Table
| Stock | # of Shares Authorized |
Par Value | Dividend Rate (%) | Original Issue Price |
Liquidation | Liquidation Pref. Multiple |
Conversion Price | % Owned |
|---|---|---|---|---|---|---|---|---|
| Series B-6 | ||||||||
| Series B-5 | ||||||||
| Series B-4 | ||||||||
| Series B-3 | ||||||||
| Series B-2 | ||||||||
| Series B-1 | ||||||||
| Series A-4 | ||||||||
| Series A-3 | ||||||||
| Series A-2 | 463,893 | $0.000100 | $1.26 | $1.26 | 1x | $1.26 | 1.54% | |
| Series A-1 | 463,893 | $0.000100 | $1.26 | $1.26 | 1x | $1.26 | 1.54% |
VC Exit Predictor
See how our proprietary methodology utilizes historical data sets to synthesize the likelihood of an acquisition, IPO, or no exit event. Get a detailed look at the calculations behind our predictions.
Opportunity Score
Calculated using Exit Type probabilities, the company’s stage, and PitchBook’s historical returns data.
Exit Type
Evaluates the likelihood of a successful exit for investors, and the most likely exit type.
Trust & Will Comparisons
Industry
Financing
Details
Trust & Will Competitors (3)
One of Trust & Will’s 3 competitors is Willful., a Venture Capital-Backed company based in Toronto, Canada.
| Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
|---|---|---|---|---|---|---|
| Willful. | Venture Capital-Backed | Toronto, Canada | ||||
| FreeWill | Venture Capital-Backed | Concord, CA | ||||
| LegalZoom | Formerly PE-Backed | Mountain View, CA |
Trust & Will Signals
Growth Rate
Growth
Size Multiple
Key Data Points
Similarweb Unique Visitors
Majestic Referring Domains
Trust & Will Investors (40)
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds |
|---|---|---|---|---|
| Affinius Capital | Real Estate | Minority | ||
| AMEX Ventures | Corporate Venture Capital | Minority | ||
| Aramex Ventures | Corporate Venture Capital | Minority | ||
| Cerity Partners Ventures | Corporate Venture Capital | Minority | ||
| Erie Strategic 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
-
When was Trust & Will founded?
Trust & Will was founded in 2017.
-
Where is Trust & Will headquartered?
Trust & Will is headquartered in San Diego, CA.
-
What is the size of Trust & Will?
Trust & Will has 105 total employees.
-
What industry is Trust & Will in?
Trust & Will’s primary industry is Real Estate Services (B2C).
-
Is Trust & Will a private or public company?
Trust & Will is a Private company.
-
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 $50.5M.
-
Who are Trust & Will’s investors?
Affinius Capital, AMEX Ventures, Aramex Ventures, Cerity Partners Ventures, and Erie Strategic Ventures are 5 of 40 investors who have invested in Trust & Will.
-
Who are Trust & Will’s competitors?
Willful., FreeWill, and LegalZoom are competitors of Trust & Will.
Data Transparency
-
Meet our data hygiene team
Discover how our experts ensure you’re getting the most accurate financial data in the industry.
Read blog » -
How PitchBook sources data
Our data operations team has logged over 3.5 million hours researching, organizing, and integrating the information you need most.
Discover our process »
