Trust & Will: Funding, Investors & Team (Oct 2026)
Trust & Will is an online service providing legal forms and information that makes creating estate planning easy, fast, and secure. It is not a law firm and is not a substitute for a lawyer’s advice about complex estate planning. The company is backed by some venture capital firms including Revolution’s Rise of the Rest, Western Technology Investments, Luma Launch, Halogen Ventures, and Techstars, as well as angel investors. Trust & Will was founded in 2017 and is headquartered in San Diego, CA.
Trust & Will has raised $55.1M across 5 funding rounds on record, the most recent a Series C of $25.0M announced in Mar 2025.
That round is above the $15M median round size for Financial Services companies tracked on FundedIQ over the last two years.
Trust & Will Company Profile and Key Stats
Latest funding round on record: Mar 2025.
Trust & Will Funding Rounds
1 of 5 rounds was announced without a disclosed amount and is excluded from the total.
Trust & Will raised $15.0M in an undisclosed round announced in Nov 2020.
1.2 years later, an undisclosed round of $100k was announced in Jan 2022.
1.1 years later, an undisclosed round of $15.0M was announced in Feb 2023.
1.7 years later, a Series B was announced in Oct 2024 with no disclosed amount.
5 months later, a Series C of $25.0M was announced in Mar 2025.
Trust & Will Founders and Leadership Team
Contact details for the Trust & Will team: 1 of 3 have an email address on file.
Start 14-day free trial →Trust & Will Funding Compared to Other Financial Services Startups
Trust & Will's latest round of $25.0M is above the median round in Financial Services. Medians cover the last 24 months of disclosed rounds.
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Trust & Will Funding FAQs
What does Trust & Will do?
Trust & Will is an online service providing legal forms and information that makes creating estate planning easy, fast, and secure. It is not a law firm and is not a substitute for a lawyer’s advice about complex estate planning. The company is backed by some venture capital firms including Revolution’s Rise of the Rest, Western Technology Investments, Luma Launch, Halogen Ventures, and Techstars, as well as angel investors. Trust & Will was founded in 2017 and is headquartered in San Diego, CA.
How much funding has Trust & Will raised?
Trust & Will has raised $55.1M across 5 rounds on record. The most recent is a Series C of $25.0M announced in Mar 2025.
When did Trust & Will last raise funding?
Trust & Will's most recent funding round on record is a Series C of $25.0M, announced in Mar 2025.
Who founded Trust & Will?
FundedIQ lists Brian Lamb (Founder), Daniel Goldstein (Founder) at Trust & Will.
Who is the CEO of Trust & Will?
Cody Barbo is listed as CEO at Trust & Will.
Where is Trust & Will headquartered?
Trust & Will is based in San Diego, California, United States.
How many employees does Trust & Will have?
Trust & Will is in the 51-100 employee band.
How does Trust & Will's funding compare to other Financial Services startups?
Trust & Will's latest round of $25.0M is above the $15M median round size for Financial Services companies on FundedIQ across 5,751 tracked companies over the last two years.
About FundedIQ's Trust & Will Funding Data
FundedIQ tracks announced funding rounds and refreshes this profile every week. Round dates, stages and amounts are normalised to a single format, converted to US dollars, and de-duplicated: two records of the same round announced days apart are merged, and two genuinely different rounds are kept apart on the amounts they disclose. Amounts shown are the disclosed figures only — a round announced without a number is listed and excluded from the total rather than estimated.
Employee counts are reported bands, not exact headcounts. Founder and executive names carry the job title on record. Anything we do not hold for Trust & Will is left off this page rather than filled in.
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