Trust & Will has raised $25 million in a Series C funding round led by Moderne Ventures. The funds will be used to enhance data infrastructure, forge partnerships, and develop new tools, including AI applications.

Mar 11, 2025•5 months ago

Amount Raised

$25 Million

Round Type

series c

San DiegoInformation Technology

Investors

Erie Strategic VenturesUbsNorthwestern Mutual Future VenturesModerne Ventures

Description

Trust & Will, an estate planning platform popular with independent RIAs, broker-dealers and other wealth managers, has raised more than $25 million through a Series C funding round led by venture capital firm Moderne Ventures. The company indicated it will use the fresh capital to strengthen its data infrastructure, pursue partnerships and develop additional tools, including artificial intelligence applications. Other contributors to the round included Northwestern Mutual Future Ventures, UBS and Erie Strategic Ventures. Moderne Ventures will also add Trust & Will to its ‘passport program,’ a six-month networking program where startups gain access to firms in Moderne’s portfolio.

Company Information

Company

Trust & Will

Location

San Diego, California, United States

About

Trust & Will is the leading digital estate planning platform, trusted by over 1 million users. We provide modern, accessible solutions to help families protect their legacies with attorney-approved, legally valid documents tailored to individual state requirements. Our seamless 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, we ensure maximum security and privacy for our members. As a certified B Corporation and the official estate planning provider for AARP members and leading financial institutions, Trust & Will is redefining estate planning for the digital age—making it easier, more secure, and accessible to every family.

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