Company overview

Founded in 2017, Trust & Will is the leading digital estate planning platform in the U.S., trusted by over one million individuals and families. Our simple, secure, and attorney-approved online solutions help Americans create wills, trusts, healthcare directives, and other essential estate planning documents tailored to state-specific laws. With a focus on accessibility and a guided experience, we’re transforming how families plan for the future and protect their legacies.In 2025, we launched EstateOSTM, the first intelligent platform built to modernize how legacies are planned, managed, and preserved. EstateOS powers dynamic, connected estate plans for families, and introduces AI-enabled workflows, document intelligence, and multi-party collaboration tools for professionals.Our platform supports over 20,000 financial advisors and 200+ enterprise partners and institutions — including AARP, Fifth Third Bank, LPL Financial, UBS, and USAA. By integrating estate planning into client services, we help professionals enable multi-generational wealth conversations, deepen relationships, and drive long-term impact.With more than one million users and $200+ billion in self-reported estate assets, Trust & Will is redefining estate planning as a strategic pillar of modern financial care. Recognized for innovation and leadership, Trust & Will has earned spots on the CNBC Disruptor 50, Inc. 5000, and Deloitte Technology Fast 500TM lists.Learn more at trustandwill.com.
Founded in 2017
San Diego, California, USA
156 employees
29% recommend to a friend
26% positive business outlook

Salaries

Typical salary range

$110,000 – $140,000

/ yr

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People

Hiring activity

Open marketing jobs over time

2 open now

Headcount trend

Company growth over the last 12 months

Headcount +36.8% year over year

Funding

Total funding

$82M

Last raise

$4.5M

Series C, 11 months ago

Funding history

Apr 2025

Series C Trust & Will · $4.5M

Apr 2025

Non Equity Assistance Trust & Will

Oct 2024

Series B Trust & Will

Jan 2024

Venture Round Trust & Will

Jan 2022

Venture Round Trust & Will · $10M

Nov 2020

Series B Trust & Will · $15M

Audience

Monthly website visitors
869.9K
Month over month0%
Quarter over quarter0%
Top sourceSearch (30.1%)
Ad budget per month$169.2K
Average search rank37.9
Traffic source mix
Search
30.1%
Direct
29.1%
Referral
4%
Paid referral
0.8%
Social
0.6%

LinkedIn followers

Follower count and growth

Total followers

17.6K

12-mo growth

+30.9%

Monthly growth

+3.5%

News

Links