Trust & Will

OverviewSuggest Edit

Trust & Will is an online service providing legal forms and information. The Company's solution is private, intelligent, and web-based to help individuals and couples protect their physical assets, digital assets, and health directives.

TypePrivate
Founded2017
HQSan Diego, CA, US
Websitetrustandwill.com

Latest Updates

Employees (est.) (Jul 2021)50
Cybersecurity ratingAMore

Key People/Management at Trust & Will

Cody Barbo

Cody Barbo

Founder & CEO
Daniel Goldstein

Daniel Goldstein

Founder & COO
Brian Lamb

Brian Lamb

Founder & Head of Product
Patrick Hicks

Patrick Hicks

Legal Counsel
Dan Kehr

Dan Kehr

Legal Advisor
Show more

Trust & Will Office Locations

Trust & Will has an office in San Diego
San Diego, CA, US (HQ)
961 W Laurel St
Show all (1)

Trust & Will Financials and Metrics

Summary Metrics

Founding Date

2017

Trust & Will total Funding

$23 m

Trust & Will latest funding size

$15 m

Time since last funding

9 months ago

Trust & Will investors

Trust & Will's latest funding round in November 2020 was reported to be $15 m. In total, Trust & Will has raised $23 m
Show all financial metrics

Trust & Will Operating Metrics

Trust & Will's Assets Under Management was reported to be $15.1b in Dec, 2019. Trust & Will's Registered Members was reported to be 60 k in Dec, 2019. Trust & Will's Users was reported to be 160 k in Nov, 2020.
Dec, 2019Nov, 2020

Assets Under Management

$15.1 b

Life Insurance Coverage

$2.7 b

Registered Members

60 k

Users

160 k
Show all operating metrics

Trust & Will Cybersecurity Score

Cybersecurity ratingPremium dataset

A

92/100

SecurityScorecard logo

Trust & Will Online and Social Media Presence

Embed Graph

Trust & Will News and Updates

Trust & Will raises $15M as digital estate planning hits mainstream

Let’s get something morbid out of the way right up front: estate planning is a growth business in 2020. Whether you need to create or update a will, build a family trust, or sign over power of attorney for end-of-life decision-making, it’s been a heck of a year for many families, and even more peopl…

I spent years dragging my feet on getting a will, but Trust & Will helped me do it online for $119

With two kids and a third on the way, I knew it was finally time to get a will put into place to protect my family. A will tells the legal system and my family what my wife and I would want to happen with my money and kids if we were not around to take care of them. If you have kids or significant…

San Diego’s Trust & Will raises $6 million for online estate planning

Estate planning in the U.S. is a $180 billion industry and unlike many of the other areas in the multi-trillion dollar financial services market, it’s one that has yet to see a slew of technology companies come in to try and improve efficiencies. One notable exception is Trust & Will, the San Di…

Trust & Will Frequently Asked Questions

  • When was Trust & Will founded?

    Trust & Will was founded in 2017.

  • Who are Trust & Will key executives?

    Trust & Will's key executives are Cody Barbo, Daniel Goldstein and Brian Lamb.

  • How many employees does Trust & Will have?

    Trust & Will has 50 employees.

  • Who are Trust & Will competitors?

    Competitors of Trust & Will include LegalZoom, Professional Choice and Commonwealth of Pennsylvania.

  • Where is Trust & Will headquarters?

    Trust & Will headquarters is located at 961 W Laurel St, San Diego.

  • Where are Trust & Will offices?

    Trust & Will has an office in San Diego.

  • How many offices does Trust & Will have?

    Trust & Will has 1 office.