Key facts
- Trust & Will’s last known valuation is $328.0M (Mar 2025).
- It has raised $82.5M; the latest was Later Stage VC ($32.0M) in Mar 2025.
- Notable investors include Techstars, Right Side Capital Management, Western Technology Investment, Hack VC, CONNECT(San Diego) — 45 tracked in total.
- Status: Privately Held (backing).
- ·The complete investor list — 45 names
- ·Watchlist + deal alerts for Trust & Will
- ·The full record, as it builds
Funding rounds
No funding rounds for Trust & Will are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Trust & Will
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."
- Sector
- Consumer Products and Services (B2C)
- HQ
- San Diego, CA, United States
- Founded
- 2017
- Employees
- 155
- Website
- trustandwill.com/
- Ownership
- Privately Held (backing)
Trust & Will doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Trust & Will shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Trust & Will in its N-PORT filings yet. We sweep new filings monthly.