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Trust & Will

Market Valuation

$165 M

2022-01-10

Total Funding

$23 M

Trust & Will Summary

Company Summary

Overview
Trust & Will (also known as Huge Legal Technology Company) is a company that provides an estate planning platform. It offers a SaaS tool for financial advisors and firms to create, manage, and distribute wills, trusts, probate, legal documents, etc.
Type
Private
Status
Active
Founded
2017
HQ
San Diego, CA, US | view all locations
Website
https://trustandwill.com
Cybersecurity rating
Sectors

Key People

  • Cody Barbo
  • Daniel Goldstein

    Daniel Goldstein, Co-Founder & COO

  • Brian Lamb

    Brian Lamb, Co-Founder and Chief Strategy Officer

Operating MetricsView all

Assets Under Management

$15.1B

Dec, 2019

Life Insurance Coverage

$2.7B

Dec, 2019

Registered Members

60K

Dec, 2019

LocationsView all

1 location detected

  • San Diego, CA HQ

    United States

    2840 Fifth Avenue

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