TRUST & WILL

trust-will-logo

Trust & Will is simplifying estate planning and settlement with attorney-approved, legally valid documents and processes designed to adhere to individual state guidelines. Since 2017, weโ€™ve helped hundreds of thousands of Trust & Will members leave their legacy with an affordable way to create an estate plan or settle the estate of a loved one. Our platform uses bank-level encryption that protects customer data and complies with the highest security standards, including SOC 2 and HIPAA. Trust ... & Will is the official estate planning benefit provider for AARP members, along with several leading financial institutions, who all believe in our mission of helping every family leave their legacy. To learn more, visit trustandwill.com. Trust & Will is an online service providing legal forms and information. Trust & Will is not a law firm and does not provide legal advice. Trust & Will was founded in 2017 and is headquartered in San Diego, CA.

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TRUST & WILL

Social Links:

Industry:
FinTech Internet Legal Wealth Management

Founded:
2017-10-26

Address:
San Diego, California, United States

Country:
United States

Website Url:
http://www.trustandwill.com

Total Employee:
51+

Status:
Active

Contact:
+1 866 908 7878

Email Addresses:
[email protected]

Total Funding:
48 M USD

Technology used in webpage:
IPhone / Mobile Compatible Viewport Meta Apple Mobile Web Clips Icon Google Tag Manager Content Delivery Network Amazon SSL By Default HSTS IPv6 ReCAPTCHA


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Current Advisors List

robert-chaplinsky_image

Robert Chaplinsky Board Member, Investor @ Trust & Will
Board_member
2020-01-01

jesse-draper_image

Jesse Draper Board Member @ Trust & Will
Board_member
2020-07-01

Current Employees Featured

cody-barbo_image

Cody Barbo
Cody Barbo Co-Founder & CEO @ Trust & Will
Co-Founder & CEO
2017-08-01

daniel-goldstein_image

Daniel Goldstein
Daniel Goldstein COO & Co-Founder @ Trust & Will
COO & Co-Founder
2017-08-01

brian-lamb_image

Brian Lamb
Brian Lamb Co-Founder & Head of Product @ Trust & Will
Co-Founder & Head of Product
2017-11-01

john-zdanowski_image

John Zdanowski
John Zdanowski CFO @ Trust & Will
CFO
2020-02-01

eric-urhausen_image

Eric Urhausen
Eric Urhausen Head of Engineering @ Trust & Will
Head of Engineering
2018-02-01

laurent-grill_image

Laurent Grill
Laurent Grill Investor @ Trust & Will
Investor
2018-01-01

matt-lydecker_image

Matt Lydecker
Matt Lydecker Investor @ Trust & Will
Investor
2018-01-01

brian-lamb_image

Brian Lamb
Brian Lamb Chief Strategy Officer @ Trust & Will
Chief Strategy Officer
2021-12-01

Founder


brian-lamb_image

Brian Lamb

cody-barbo_image

Cody Barbo

daniel-goldstein_image

Daniel Goldstein

john-zdanowski_image

John Zdanowski

Acquisitions List

Date Company Article Price
2022-05-25 EZ-Probate EZ-Probate acquired by Trust & Will N/A

Investors List

erie-strategic-ventures_image

Erie Strategic Ventures

Erie Strategic Ventures investment in Venture Round - Trust & Will

touchdown-ventures_image

Touchdown Ventures

Touchdown Ventures investment in Venture Round - Trust & Will

usaa_image

USAA

USAA investment in Venture Round - Trust & Will

northwestern-mutual-future-ventures_image

Northwestern Mutual Future Ventures

Northwestern Mutual Future Ventures investment in Venture Round - Trust & Will

american-express-ventures_image

American Express Ventures

American Express Ventures investment in Venture Round - Trust & Will

sei-ventures_image

SEI Ventures

SEI Ventures investment in Venture Round - Trust & Will

ubs_image

UBS

UBS investment in Venture Round - Trust & Will

aarp_image

AARP

AARP investment in Series B - Trust & Will

halogen-ventures_image

Halogen Ventures

Halogen Ventures investment in Series B - Trust & Will

hack-vc_image

Hack VC

Hack VC investment in Series B - Trust & Will

Newest Events participated

future-of-fintech-2019_event_image Participated in Future of Fintech 2019 on 2019-06-11 as exhibitor

techstars-anywhere-2018-demo-day_event_image Participated in Techstars Anywhere 2018 Demo Day on 2018-04-19 as exhibitor

Official Site Inspections

http://www.trustandwill.com Semrush global rank: 40.22 K Semrush visits lastest month: 1.58 M

  • Host name: server-99-86-229-25.iad79.r.cloudfront.net
  • IP address: 99.86.229.25
  • Location: Seattle United States
  • Latitude: 47.54
  • Longitude: -122.3032
  • Metro Code: 819
  • Timezone: America/Los_Angeles
  • Postal: 98108

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