Trust & Will
PrivateLast Round
Series C
Extension
Apr 22, 2025
Total Funding Raised
$77.62M
Momentum
Top 25%
of companies Caplight tracks
Company Overview
Trust & Will operates in FinTech and is based in San Diego, California. Its latest recorded funding round was a Series C Extension round in April 2025.
Trust & Will is a fintech company that offers an online estate planning platform designed to simplify, expedite, and secure the process of creating an estate plan.
Sector
FinTech
Verticals
Legal Tech, Wealth Management, Personal Finance
Business Model
B2C
Customer Profile
Usage-Based SaaS, Subscription SaaS
AI Layer
Application
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Trust & Will Comparables
Compare Trust & Will with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| FreeWill | 84% | |
| Internet Brands | 84% | |
| LifeLegacy | 83% |
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Trust & Will Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series C Extension | Apr 22, 2025 | ||||
| Series C | Mar 11, 2025 | ||||
| Strategic | Feb 23, 2023 | ||||
| Series B Extension | Jan 10, 2022 | ||||
| Series B | Nov 17, 2020 | ||||
Series A | Dec 17, 2019 |
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Key People
Founding team and executive leadership
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Trust & Will Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Link Ventures | Series A, Series B |
| Erie Strategic Ventures | Series C |
| SEI Ventures | Strategic |
| Walket Capital | Seed |
| UBS Group AG | Series C |
| AARP | Series B |
| Jackson Square Ventures | Series B |
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Market signals
Structured signals derived from secondary market and firmographic data.
- Apr 28, 2026
Bill Parker appointed as the new CTO.
- Apr 1, 2026
Company has achieved or is undertaking SOC II compliance.
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Recent news
Latest coverage and updates
- hiresAug 27, 2026
Trust & Will hires Ron Wangerin as CFO in California in Aug '24 during a critical growth and capital expansion phase, with Wangerin preparing the company's Series C raise.
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Trust & Will Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
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Frequently Asked Questions
Common questions about Trust & Will's valuation, stock price, and market status.
Is Trust & Will a public or private company?
Trust & Will is a private company.
What is the current stock price of Trust & Will?
Trust & Will is a private company, so its shares have no public market price. Caplight tracks Trust & Will's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is Trust & Will worth (valuation)?
Valuation information for Trust & Will is not publicly available.
Can I buy Trust & Will stock?
Trust & Will shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was Trust & Will's last funding round?
Trust & Will's most recent funding round was Series C Extension on April 22, 2025.
Who are the main investors in Trust & Will?
Key investors in Trust & Will include Link Ventures, Jackson Square Ventures, Revolution LLC, Next Level Ventures, Moderne Ventures.
Will Trust & Will IPO soon?
No public IPO plans have been announced for Trust & Will.
How can I track Trust & Will secondary market activity?
Caplight tracks bids, offers, and trades in Trust & Will's shares on secondary markets.