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Trust & Will - Company Overview, Founder, CEO, Funding & Investment Details

Complete information about Trust & Will including founder details, CEO information, total funding raised, headquarters location, team size, and recent investment rounds.

Trust & Will company logo

Modern estate planning to help every family leave their legacy.

Trust & Will is a digital estate planning platform that enables families to create, manage, and distribute their estate plans online, ensuring accessibility for everyone.

HeadquartersSan Diego, United States
Team size101-250
Founded2017

What is Trust & Will? - Company Overview & Details

Trust & Will is Trust & Will is a digital estate planning platform that enables families to create, manage, and distribute their estate plans online, ensuring accessibility for everyone. Founded in 2017, the company is headquartered in San Diego, United States.

Who Founded Trust & Will?

Trust & Will was founded by Cody Barbo.

Who are the Key Executives at Trust & Will? - Leadership Team

Trust & Will is led by experienced executives in key positions:

Chief Executive Officer (CEO) of Trust & Will

Cody BarboCEO

Chief Technology Officer (CTO) of Trust & Will

CTO

About Cody Barbo - CEO of Trust & Will

Cody Barbo serves as the Chief Executive Officer of Trust & Will, leading the company's strategic vision and operations. Connect with them on LinkedIn for professional insights.

Trust & Will Company Details & Key Information

Where is Trust & Will located?

Trust & Will is headquartered in San Diego, United States.

How many employees does Trust & Will have?

Trust & Will has 101-250 employees.

When was Trust & Will founded?

Trust & Will was founded in 2017.

Trust & Will Official Website

How much funding has Trust & Will raised?

Trust & Will has raised $50 million across 13 funding rounds. The most recent funding was completed on 2025-05-22.

Funding Overview

Trust & Will has raised a total of $50 million to scale their operations and improve their digital estate planning services.

$50 million
Total Funding Raised
13
Funding Rounds
2025-05-22
Latest Round

Trust & Will Funding History

Series C
2025-04-11
$25 million
Series C
2025-05-22
$4.5 million
Series B
2024-11-30
$25 million
Series C
2023-11-21
$15 million

Who are the key investors in Trust & Will?

Trust & Will is backed by 5 key investors including Curql, Moderne Ventures, USAA. These investors focus on Fintech, Estate Planning, Real Estate sectors.

Trust & Will Investor Overview

5
Key Investors
9
Focus Areas
0
Notable Investments

Complete List of Trust & Will Investors

Curql

Invests in fintech companies focused on credit unions.

Investment Focus
Fintech
Estate Planning

Moderne Ventures

Focuses on technology companies in real estate, finance, and insurance.

Investment Focus
Real Estate
Finance
Insurance

USAA

Provides financial services to military members and their families.

Investment Focus
Insurance
Banking

Northwestern Mutual

Leading provider of life insurance and financial services.

Investment Focus
Insurance
Wealth Management

AARP

Advocacy group for older adults, involved in partnerships for estate planning.

Investment Focus
Senior Services
Advocacy

What sectors do Trust & Will investors focus on?

The investors backing Trust & Will primarily focus on Fintech, Estate Planning, Real Estate, Finance, Insurance, Banking, Wealth Management, Senior Services, Advocacy sectors.

Fintech
Estate Planning
Real Estate
Finance
Insurance
Banking
Wealth Management
Senior Services
Advocacy

Featured Investor: Curql

Curql

Invests in fintech companies focused on credit unions.

Notable Investments:

What are Trust & Will's future plans?

Trust & Will Trust & Will aims to expand its services to credit union members and enhance digital estate planning solutions.

Trust & Will Strategic Outlook

Strategic Focus
Defined
2
Key Challenges
2
Growth Opportunities

What challenges does Trust & Will face?

Trust & Will has identified 2 key challenges that need to be addressed for continued growth and success.

Key Challenges for Trust & Will

1

Increasing competition in digital estate planning

2

Educating consumers about the importance of estate planning

What opportunities does Trust & Will have?

Trust & Will has identified 2 key opportunities for growth and market expansion.

Growth Opportunities for Trust & Will

1

Expanding partnerships with financial institutions

2

Growing demand for digital estate planning solutions

Trust & Will Strategic Position Summary

Key Focus Areas

Trust & Will is addressing 2 strategic challenges to strengthen its market position.

Growth Potential

The company has identified 2 key opportunities for expansion and growth.

What are the latest news about Trust & Will?

Trust & Will has 2 recent news updates covering key business developments and market activities.

Trust & Will News Overview

2
Recent Articles
Active
Media Coverage
2025-04-22
Latest Update

What is Trust & Will in the news for?

Trust & Will is currently featured in news for Trust & Will receives financing of $4.5M in investment. and other significant business developments.

Recent News Articles About Trust & Will

Article 1
2025-04-22

Trust & Will receives financing of $4.5M in investment.

Trust & Will secures a $4.5 million investment from Curql, enhancing its access to estate planning for credit union members.

prnewswire.com
Read News
Article 2
2025-04-22

Curql Collective, LLC invested into Trust & Will $4.5M in Series C.

Trust & Will announced a $4.5 million investment from Curql to expand estate planning access for credit union members.

finsmes.com
Read News

Trust & Will FAQ - Frequently Asked Questions About Founder, CEO, Funding & Company Details

Find answers to the most common questions about Trust & Will including information about founders, CEO, funding history, investors, headquarters location, and company details. 18 frequently asked questions covering key information about the company.

Trust & Will Questions & Answers - Company Information

Q1

What is Trust & Will?

Trust & Will is a digital estate planning platform that enables families to create, manage, and distribute their estate plans online, ensuring accessibility for everyone.

Q2

Who founded Trust & Will?

Trust & Will was founded by Cody Barbo.

Q3

Who is the CEO of Trust & Will?

The CEO of Trust & Will is Cody Barbo. You can find more information about them on their LinkedIn profile.

Q4

How much funding has Trust & Will raised?

Trust & Will has raised a total of $$50 million across 13 funding rounds. The most recent funding was completed on 2025-05-22.

Q5

Who are the investors in Trust & Will?

Trust & Will's key investors include Curql, Moderne Ventures, USAA, Northwestern Mutual, AARP.

Q6

Where is Trust & Will headquartered?

Trust & Will is headquartered in San Diego, United States.

Q7

When was Trust & Will founded?

Trust & Will was founded in 2017.

Q8

How many employees does Trust & Will have?

Trust & Will has 101-250 employees.

Q9

What is Trust & Will's official website?

You can visit Trust & Will's official website at trustandwill.com.

Q10

What was Trust & Will's latest funding round?

Trust & Will's latest funding round was a Series C round of $$25 million completed on 2025-04-11.

Q11

Who is founder?

Cody Barbo

Q12

What does the company do?

Trust & Will enables families to create, manage, and distribute their estate plans online.

Q13

How much funding?

$50 million

Q14

Latest funding date?

2025-05-22

Q15

Who are the investors?

Curql Moderne Ventures USAA Northwestern Mutual AARP

Q16

What are the challenges?

Increasing competition in digital estate planning Educating consumers about the importance of estate planning

Q17

What are the opportunities?

Expanding partnerships with financial institutions Growing demand for digital estate planning solutions

Q18

Latest news?

Trust & Will secures a $4.5 million investment from Curql, enhancing its access to estate planning for credit union members. Trust & Will announced a $4.5 million investment from Curql to expand estate planning access for credit union members.

More Information About Trust & Will

For additional details about Trust & Will, including the latest news, funding updates, and company developments, explore our comprehensive company database. Find information about startup funding, company valuations, executive leadership, and business intelligence data.