Trust & Will Overview

  • Founded
  • 2017
Founded
  • Status
  • Private
  • Employees
  • 75
Employees
  • Latest Deal Type
  • Series B
  • Latest Deal Amount
  • $12.2M
Latest Deal Amount
  • Investors
  • 28

Trust & Will General Information

Description

Developer of an online estate planning platform intended to provide an easy, fast, and secure way to set up an estate plan online. The company's platform modernizes estate planning with a design-first approach, layered on top of customer support to help people throughout the process, making estate planning simple, affordable, and accessible for the clients, enabling clients to provide families a better way to plan for the future.

Contact Information

Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Primary Industry
Legal Services (B2C)
Primary Office
  • 961 West Laurel Street
  • San Diego, CA 92101
  • United States
+1 (619) 000-0000

Trust & Will Timeline

2019202020212022
Financing RoundCaptured Employee CountEstimated Employee Growth
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Trust & Will Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
8. Early Stage VC (Series B) 10-Jan-2022 $12.2M 000.00 00000 Completed Generating Revenue
7. Early Stage VC (Series B) 17-Nov-2020 0000 000.00 000.00 Completed Generating Revenue
6. Early Stage VC (Series A) 13-Dec-2019 000 00.000 000.00 Completed Generating Revenue
5. Equity Crowdfunding 01-May-2019 00000 00.000 0000 Completed Generating Revenue
4. Early Stage VC (Series A) 31-Dec-2018 00.00 00.000 000 Completed Generating Revenue
3. Accelerator/Incubator 01-Apr-2018 00000 00000 Completed Generating Revenue
2. Angel (individual) 01-Mar-2018 $410K $410K Completed Generating Revenue
1. Grant 26-Oct-2017 $5K Completed Startup
To view Trust & Will’s complete valuation and funding history, request access »

Trust & Will Cap Table

Stock # of Shares
Authorized
Par Value Dividend Rate (%) Original
Issue Price
Liquidation Liquidation
Pref. Multiple
Conversion Price % Owned
Series B-6 0,000,000 00.000000 00.00 00.00 00 00.00 0.000
Series B-5 00,000 00.000000 00.00 00.00 00 00.00 0.000
Series B-4 000,000 00.000000 00.00 00.00 00 00.00 0.000
Series B-3 0,000 00.000000 00.00 00.00 00 00.00 0.000
Series B-2 000,000 00.000000 00.00 00.00 00 00.00 0.000
Series B-1 0,000,000 00.000000 00.00 00.00 00 00.00 00.00
Series A-4 000,000 00.000000 00.00 00.00 00 00.00 0.000
Series A-3 000,000 00.000000 00.00 00.00 00 00.00 0.000
Series A-2 463,893 $0.000100 $1.26 $1.26 1x $1.26 1.54%
Series A-1 463,893 $0.000100 $1.26 $1.26 1x $1.26 1.54%
To view Trust & Will’s complete cap table history, request access »

Trust & Will Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last Financing Details
Developer of an online estate planning platform intended to provide an easy, fast, and secure way to set up an estate pl
Legal Services (B2C)
San Diego, CA
75 As of 2022
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0000 0000-00-00
00000000000 000.00

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in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occ
00000 00000000 (000)
Miami, FL
00000
000000&0 00000

00000000

a. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo
00000 00000000 (000)
New York, NY
000 As of 0000
000.00
0000 0000-00-00
00000000000 000.00
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Trust & Will Competitors (4)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Willing Formerly VC-backed Miami, FL 00000 000000&0 00000
00000000 Venture Capital-Backed New York, NY 000 000.00 00000000000 000.00
00000000 Formerly VC-backed Seattle, WA 00 000.00 000000&0 000.00
000000000 Formerly PE-Backed Glendale, CA 0000 00.00 00000000000 00.00
To view Trust & Will’s complete competitors history, request access »

Trust & Will Executive Team (4)

Name Title Board Seat Contact Info
Cody Barbo Co-Founder, Chief Executive Officer & Board Member
Brian Lamb Co-Founder, Chief Strategy Officer & Head of Product
Daniel Goldstein Co-Founder, Chief Operating Officer and Board Member
John Zdanowski Chief Financial Officer
To view Trust & Will’s complete executive team members history, request access »

Trust & Will Board Members (5)

Name Representing Role Since
Cody Barbo Trust & Will Co-Founder, Chief Executive Officer & Board Member 000 0000
Daniel Goldstein Trust & Will Co-Founder, Chief Operating Officer and Board Member 000 0000
Jesse Draper Halogen Ventures Board Member 000 0000
Robert Chaplinsky Link Ventures Board Member 000 0000
Victor Echevarria Jackson Square Ventures Board Member 000 0000
To view Trust & Will’s complete board members history, request access »

Trust & Will Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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Trust & Will Investors (28)

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info
UBS Group Asset Manager Minority 000 0000 000000 0
AARP Corporation Minority 000 0000 000000 0
Actium Partners PE-Backed Company Minority 000 0000 000000 0
Dream Maker Ventures Venture Capital Minority 000 0000 000000 0
Fifth Third Bank Lender/Debt Provider Minority 000 0000 000000 0
You’re viewing 5 of 28 investors. Get the full list »