Trust and Will - About the company
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 45 active competitors, including 14 funded and 2 that have exited. Its top competitors include companies like Vanilla, Wealth and Farewill.
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
Post Money Valuation
$***** as on Mar 11, 2025
Ranked
1st among 45 active competitors
Employee Count
155 as on Feb 28, 2026
Legal entities associated with Trust and Will
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: 823420227 , United States, Active | Dec 31, 1999 | - | 87 (As on Dec 31, 2024) | - |
Huge Legal Technology Company, Inc. CIN: 0001743563 , United States, Active | Oct 26, 2017 | - | - | - |
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Trust and Will's funding and investors
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 25 institutional investors and 2 angel investors.
Here is the list of recent funding rounds of Trust and Will:
Filter this list
Filter this listDate of Funding | Funding Amount | Round Name | Post-Money Valuation | Revenue Multiple | Lead Investors | Other Investors |
|---|---|---|---|---|---|---|
Apr 22, 2025 | 5038377 | Series C | 6542672 | 6135399 | 7515827 | 5189497 |
Mar 11, 2025 | 9961459 | Series C | 3304445 | 7822228 | 4228989 | |
Jan 18, 2024 | 8801226 | Series B | 5403517 | 9331826 |
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Trust and Will's founders and board of directors
Founder? Claim ProfileThe 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 |
|---|---|---|---|---|
Independent board member | - | Current | 6y 3m | |
lohwidh | Independent board member | - | Current | 6y 6m |
View details of Trust and Will's Founder profiles and Board Members
Trust and Will's employee count trend
Trust and Will has 155 employees as of Feb 26. Here is Trust and Will's employee count trend over the years:
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Trust and Will's Competitors and alternates
Top competitors of Trust and Will include Vanilla, Wealth and Farewill. Here is the list of Top 10 competitors of Trust and Will, ranked by Tracxn score:
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Rank | Company Details | Short Description | Total Funding | Investors | Tracxn Score |
|---|---|---|---|---|---|
1st |  Trust and Will 2017, San Diego (United States), Series C | Cloud based platform offering legal will planning solutions | $75M | 69/100 | |
2nd |  Vanilla 2019, Los Angeles (United States), Series C | Providing solutions to investment advisors for estate planning | $84.3M | 66/100 | |
3rd |  Wealth 2021, Gilbert (United States), Series A | Online estate planning platform | $46M | 64/100 | |
4th |  Farewill 2015, London (United Kingdom), Acquired | Online platform for wills management | $36.8M | 57/100 | |
5th | Tomorrow 2015, Seattle (United States), Acquired | Online will planning and life insurance comparison platform | $21.6M | 57/100 | |
6th |  Luminary 2022, New York City (United States), Series A | Developer of AI-powered software for trust and estate planning professionals | $9.5M | 49/100 | |
7th | Cake 2013, Sudbury (United States), Seed | Online platform that provides end of life planning | $5.05M | 43/100 | |
8th |  Islamic Finance Guru 2014, London (United Kingdom), Series A | Shariah-compliant will management platform | $4.13M | 42/100 | |
9th |  The Postage 2019, Houston (United States), Funding Raised | Cloud-based enterprise legacy planning solution provider | - | 36/100 | |
10th |  InheritChain 2021, Mississauga (Canada), Seed | SaaS based products and solutions for legal practices | - | 33/100 |
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Trust and Will's Investments and acquisitions
Trust and Will has made no investments or acquisitions yet.
News related to Trust and Will
Filter this listMedia has covered Trust and Will for a total of 7 events in the last 1 year, 3 of them have been about company updates and 1 about partnerships.
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Trust & Will Ranks #178 on Deloitte Technology Fast 500™ for 456% Revenue GrowthPR Newswire•Nov 20, 2025•Trust and Will
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Soccer Shots Partners with Trust & Will for Community Grant ProgramPR Newswire•Nov 18, 2025•Soccer Shots, Trust and Will
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Trust & Will Launches Nonprofit Platform to Transform Planned GivingPR Newswire•Nov 04, 2025•Trust and Will
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Trust & Will Announces Estate Planning Event: Guiding GenerationsPR Newswire•Sep 23, 2025•Trust and Will
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Trust & Will Secures $4.5M Investment to Expand Estate Planning for Credit Union MembersFinancial IT•Apr 23, 2025•Trust and Will, Curql
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Trust & will secures over $25m in series c to expand the nation’s leading estate planning platformintelligence360•Mar 24, 2025•Trust and Will, Moderne Ventures, FT Partners, Northwestern Mutual and 2 others
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Legal tech startup Trust & Will raises $25M from Northwestern Mutual, UBS to simplify estate planning with AITechStartups.com•Mar 11, 2025•Trust and Will, Northwestern Mutual, UBS, Moderne Ventures and 8 others
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USA Trust & Will Raises Over $25M in Series C FundingFinSMEs•Mar 11, 2025•Trust and Will, Moderne Ventures, FT Partners, Northwestern Mutual Future Ventures and 3 others
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Securityplus Federal Credit Union Announces Strategic Partnerships to Offer Protection Products & Exclusive Member Discount on Estate Planning Services, Bridging a Critical Gap to Financial Wellness Among Minority CommunitiesPR Newswire•Apr 24, 2024•Securityplus Federal Credit Union, Trust and Will, Love My Credit Union
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