Trust & Will Raises Over $25M in Series C Funding to Revolutionize Digital Estate Planning
Trust & Will, a prominent digital estate planning platform, has successfully secured over $25 million in its Series C funding round. This significant investment is poised to enhance the accessibility of estate planning services for families and financial professionals alike.
Trust & Will’s Series C Funding Round
The funding round was spearheaded by Moderne Ventures, with notable contributions from Northwestern Mutual Future Ventures, UBS, Erie Strategic Ventures, and various strategic investors. Additionally, FT Partners served as the financial and strategic advisor for Trust & Will.
About Trust & Will
Trust & Will provides an innovative online platform that allows users to create legally valid estate planning documents, such as wills and trusts. The platform is designed to make estate planning:
- Accessible for all families
- Affordable compared to traditional methods
- Efficient for financial professionals
Future Plans with New Funding
The company plans to utilize the new funding to:
- Expand its software-as-a-service (SaaS) platform, enhancing tools available for financial advisors, attorneys, and other professionals engaged in multi-generational estate planning.
- Strengthen its data infrastructure to leverage user insights, fostering innovation and customized financial solutions.
Industry Insights
Jennifer Povlitz, Vice Chair of UBS, emphasized the importance of Trust & Will, stating, “Trust & Will is a much-needed platform for accessible, reliable estate planning. Financial advisors and institutions trust the brand for its simplicity and world-class experience.”
Leadership Vision
The CEO of Trust & Will, Cody Barbo, remarked, “Every family deserves access to estate planning, and every professional deserves tools that simplify the process while delivering exceptional results. This Series C funding is not just a company milestone; it represents a significant step toward transforming estate planning into an essential service that impacts every family’s life and legacy.”
For more information on estate planning resources, visit Trust & Will today.
