Trust & Will Raises Over $25M in Series C Funding
Summary
Trust & Will, a San Diego, CA-based digital estate planning platform, raised over $25M in Series C funding. The company intends to use the funds to expand adoption of its platform. Co-founded by Cody Barbo (CEO) and Daniel Goldstein (COO), Trust & Will provides financial advisors, attorneys, real estate professionals, member organizations, NPOs, and businesses with a digital estate planning platform to help families protect their legacies with attorney-approved, legally valid documents tailored to individual state requirements. Its online platform simplifies the estate planning and settlement process, empowering individuals to create wills and trusts while also partnering with financial advisors, attorneys, and institutions to make legacy planning more inclusive and affordable. With bank-level encryption and compliance with SOC 2 and HIPAA standards, it ensures security and privacy for our members.