When was Trust and Will founded?

Trust and Will was founded in 2017 and raised its 1st funding round 1 year after it was founded.

Where is Trust and Will located?

Trust and Will is headquartered in San Diego, United States. It is registered at San Diego, California.

Who is the current CEO of Trust and Will?

Cody Barbo of Trust and Will. They have also founded 1 company.

How many employees does Trust and Will have?

As of Sep 30, 2026, the latest employee count at Trust and Will is 137.

Is Trust and Will a funded company?

Trust and Will is a funded company, having raised a total of $75M across 8 funding rounds to date. The company's 1st funding round was a $***** Seed round, raised on 2018.

How much is Trust and Will worth?

The latest valuation of Trust and Will is $***** as of Mar 11, 2025.

When was the latest funding round of Trust and Will?

Trust and Will's latest funding was a $***** Series C round on Apr 22, 2025, with participation from 1 investor.

Where does Trust and Will rank among its competitors?

Trust and Will ranks 2nd amongst 58 active competitors, of which 16 are funded. It stands 4th in terms of total funding among its competitors. The most recent competitor to raise funding was Luminary, which secured $22M in Sep, 2026.

Who are the top competitors of Trust and Will?

Trust and Will's top competitors include Empathy, Vanilla and Wealth. Among them, Luminary secured the most recent funding round in September, 2026.

Trust and Will - 2026 Company Profile, Team, Funding & Competitors

Trust and Will is a series C company based in San Diego (United States), founded in 2017 by Daniel Goldstein, Brian Lamb and Cody Barbo. It operates as a Cloud based platform offering legal will planning solutions. Trust and Will has raised $75M in funding from investors like UBS, Revolution and Link Ventures, with a current valuation of $*****. The company has 58 active competitors, including 16 funded and 2 that have exited. Its top competitors include companies like Empathy, Vanilla and Wealth.

Company Details

Cloud based platform offering legal will planning solutions. The platform enables users to create and manage wills and forms to solve legal issues. It allows users to fill the questionnaire and access the forms. It also helps families in creating personal wills. It is available on subscription based pricing model.

Website: trustandwill.com
Social
Email ID: *****@trustandwill.com
Registered Address: San Diego, California

Key Metrics

Founded Year

2017

Location

San Diego, United States

Stage

Series C

Total Funding

$75M in 8 rounds

Latest Funding Round

Series C, Apr 22, 2025, $*****

Post Money Valuation

$***** as on Mar 11, 2025

Investors

UBS & 29 more

Ranked

2^nd among 58 active competitors

Employee Count

137 as on Sep 30, 2026

Similar Companies

Empathy & 79 more

View Trust and Will's full profile

Trust and Will is associated with 2 legal entities given below:

Legal Entity Name	Date of Incorporation	Revenue	Latest Employee Count	Documents
Huge Legal Technology Company, Inc. CIN: 0001743563 , United States, Active	Oct 26, 2017	-	-	-
HUGE LEGAL TECHNOLOGY COMPANY, INC. CIN: 823420227 , United States, Active	Dec 31, 1999	-	87 (As on Dec 31, 2024)	-

Trust and Will has raised a total funding of $75M over 8 rounds. Its first funding round was on 2018. Its latest funding round was a Series C round on Apr 22, 2025 for $*****. 1 investor participated in its latest round. Trust and Will has 28 institutional investors and 2 angel investors.

Here is the list of recent funding rounds of Trust and Will:

Filter this list

Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
Apr 22, 2025	1724260	Series C	2139781	1213103	4802137	7951960
Mar 11, 2025	3237899	Series C	9935845	4986777	3645892	Northwestern Mutual & 2 more
Jan 18, 2024	7986402	Series B	2347958	9695001	Erie Insurance	Cerity Partners Ventures

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View details of Trust and Will's funding rounds and investors

The founders of Trust and Will are Daniel Goldstein, Brian Lamb and Cody Barbo. Cody Barbo is the CEO of Trust and Will.

Here are the details of Trust and Will's key team members:

Daniel Goldstein: Co-Founder & COO of Trust and Will. They serve on the board of 1 company.
Brian Lamb: Former Co-Founder of Trust and Will.
Contact Info: 1 email address
Cody Barbo: Co-Founder & CEO of Trust and Will.
Contact Info: 1 email address

Trust and Will's Board of Directors

Trust and Will's board has 2 active members. Cody Barbo and Daniel Goldstein are independent board members.

Here is the list of Trust and Will's board of directors:

Name	Type	Representing	Status	Duration
Cody Barbo	Independent board member	-	Current	6y 9m
bcpixtc	Independent board member	-	Current	8y 7m

View details of Trust and Will's Founder profiles and Board Members

Trust and Will's employee count trend

Trust and Will has 137 employees as of Sep 26. Here is Trust and Will's employee count trend over the years:

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Top competitors of Trust and Will include Empathy, Vanilla and Wealth. Here is the list of Top 10 competitors of Trust and Will, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Empathy 2021, New York City (United States), Series C	Provider of support solutions for legacy planning, loss, and leave	$162M	Adams Street Partners, Index Ventures & 28 others	71/100
2nd	Trust and Will 2017, San Diego (United States), Series C	Cloud based platform offering legal will planning solutions	$75M	Western Technology Investment, USAA & 28 others	70/100
3rd	Vanilla 2019, Los Angeles (United States), Series C	Providing solutions to investment advisors for estate planning	$84.3M	Insight Partners, Venrock & 12 others	61/100
4th	Wealth 2021, Tempe (United States), Series B	Online estate planning platform	$111M	Google Ventures, Anthos Capital & 12 others	59/100
5th	Tomorrow 2015, Seattle (United States), Acquired	Online will planning and life insurance comparison platform	$21.6M	Sinai Ventures, IDC Ventures & 16 others	54/100
6th	Luminary 2022, New York City (United States), Series A	Developer of AI-powered software for trust and estate planning professionals	$31.5M	8VC, BNY & 7 others	53/100
7th	Farewill 2015, London (United Kingdom), Acquired	Provider of online legal forms for wills and probate services	$36.8M	Highland Europe, Augmentum Fintech & 34 others	52/100
8th	Islamic Finance Guru 2014, London (United Kingdom), Series A	Shariah-compliant will management platform	$4.13M	B&Y Venture Partners, Outward & 2 others	42/100
9th	The Postage 2019, Houston (United States), Funding Raised	Cloud-based enterprise legacy planning solution provider	-	Ben Jen Holdings, Long View Tech Ventures	39/100
10th	Cake 2013, Sudbury (United States), Seed	Online platform that provides end of life planning	$5.05M	Pillar VC, OCA Ventures & 19 others	38/100