# Trust & Will

Startup profile on Capital Atlas: https://capitalatlas.ai/startups/trust-will

- Industry: Financial Services
- Headquarters: San Diego, US
- Website: www.trustandwill.com
- Total disclosed funding: $54M
- Latest round: Series C (Apr 22, 2025)
- Investors on record: 21

## About

Founded in 2017 and based in California, US, Huge Legal Technology Company, Inc., doing business as Trust & Will, is an online service company that provides legal forms and information for purposes like estate planning. In April 2025, Trust & Will raised USD 4.5 million in series C funding from Curql. The round was part of a larger USD 32 million series C funding. The company offers an online platform, Trust & Will, dedicated to simplifying estate planning and probate processes. Trust & Will's products include Trust, used to avoid probates by creating an estate plan for the protection and transfer of the client's assets; Will, a plan for who will look after the client's children and what should happen to their assets; and Guardian, which decides who will look after their kids in case something happens to the client. The firm generates revenue by offering its estate planning platform under different use plans such as an Individual Trust outline creation plan at USD 499 per document, a Couple Will plan at USD 299 per document, etc.

The company will use the April 2025 funding to accelerate the access to estate planning for credit union members.

## Funding rounds

- Series C, Apr 22, 2025, $4.5M — Curql
- Series C, Mar 11, 2025, $25M — Moderne Ventures, Future Ventures, Erie Strategic Ventures, UBS Next
- Series B, Nov 17, 2020, $15M — Fifth Third Bank, Western Technology Investment, Rosecliff Ventures, Revolution Ventures, Techstars, Link Ventures, Jackson Square Ventures, AARP Foundation, Actium partners, Halogen, Luma Pictures, Future Ventures, Hack VC
- Series A, Dec 9, 2019, $7.5M — Western Technology Investment, Revolution Ventures, Techstars, Link Ventures, Halogen, Luma Pictures, Dream Maker Ventures
- Seed, Jan 24, 2019, $1.5M — Western Technology Investment, Revolution Ventures, Halogen, Luma Pictures, WolfPack Ventures
- Seed, Mar 1, 2018, $0.5M — Revolution Ventures, Tech Coast Angels, Techstars, Right Side Capital Management

## Investors

- Revolution Ventures (https://capitalatlas.ai/funds/revolution-ventures) — Seed, Series A, Series B
- Tech Coast Angels — Seed
- Techstars (https://capitalatlas.ai/funds/techstars) — Seed, Series A, Series B
- Right Side Capital Management (https://capitalatlas.ai/funds/right-side-capital-management) — Seed
- Western Technology Investment (https://capitalatlas.ai/funds/western-technology-investment) — Seed, Series A, Series B
- Halogen (https://capitalatlas.ai/funds/halogen) — Seed, Series A, Series B
- Luma Pictures — Seed, Series A, Series B
- WolfPack Ventures (https://capitalatlas.ai/funds/wolfpack-ventures) — Seed
- Link Ventures (https://capitalatlas.ai/funds/link-ventures) — Series A, Series B
- Dream Maker Ventures (https://capitalatlas.ai/funds/dream-maker-ventures) — Series A
- Fifth Third Bank — Series B
- Rosecliff Ventures (https://capitalatlas.ai/funds/rosecliff-ventures) — Series B
- Jackson Square Ventures (https://capitalatlas.ai/funds/jackson-square-ventures) — Series B
- AARP Foundation — Series B
- Actium partners (https://capitalatlas.ai/funds/actium-partners) — Series B
- Future Ventures — Series B, Series C
- Hack VC (https://capitalatlas.ai/funds/hack-vc) — Series B
- Moderne Ventures (https://capitalatlas.ai/funds/moderne-ventures) — Series C
- Erie Strategic Ventures (https://capitalatlas.ai/funds/erie-strategic-ventures) — Series C
- UBS Next (https://capitalatlas.ai/funds/ubs-next) — Series C
- Curql (https://capitalatlas.ai/funds/curql) — Series C