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Trust & Will: Valuation, Funding & Investors

San Diego, California 92101, UShttps://trustandwill.com/Asset Management

Trust & Will is a leading digital estate planning platform that provides accessible and comprehensive estate planning solutions. The company focuses on expanding access to estate planning services, particularly for credit union members across the nation.

Estimated Valuation

Powered byClarity
$7.5$10$13Aug '24Nov '24Feb '25May '25Aug '25Nov '25Feb '26May '26Aug '26Nov '26

Leadership & Board

Current Number of Employees
137
Current LinkedIn Followers
19,081

Latest Estimated Valuation

Total Amount Raised
$30M
Total Funding Rounds
2
Latest Funding Amount
$5M
Latest Funding Round
Series C

Company Momentum

Positive
Articles Published on TipRanks3
LinkedIn Trend+0.20% followers
Workforce Trend+0.0% employees

Trust & Will LinkedIn following is increasing, signaling rising market interest, while its workforce is growing, indicating business expansion.

Employee Trend

Trust & Will had 137 employees as of November 9, 2026. The number of employees increased by 0 (0.00%) week-over-week.

137Latest Employee Count
0(0.00%)Week-Over-Week Change
050100150200Jan 25, 2026Feb 02, 2026Feb 16, 2026Mar 02, 2026Mar 16, 2026Mar 30, 2026Apr 13, 2026May 04, 2026May 18, 2026Jun 01, 2026Jun 15, 2026Jun 29, 2026Jul 20, 2026Aug 03, 2026Aug 17, 2026Aug 31, 2026Sep 14, 2026Sep 28, 2026Oct 12, 2026Oct 26, 2026Nov 09, 2026

Social Trend

Trust & Will had 19,081 followers as of November 9, 2026. The number of followers increased by 38 (0.20%) week-over-week.

19,081Latest Followers Count
38(0.20%)Week-Over-Week Change
05,00010,00015,00020,000Jan 25, 2026Feb 02, 2026Feb 16, 2026Mar 02, 2026Mar 16, 2026Mar 30, 2026Apr 13, 2026May 04, 2026May 18, 2026Jun 01, 2026Jun 15, 2026Jun 29, 2026Jul 20, 2026Aug 03, 2026Aug 17, 2026Aug 31, 2026Sep 14, 2026Sep 28, 2026Oct 12, 2026Oct 26, 2026Nov 09, 2026

Funding Round

Funding DateFunding RoundAmount RaisedPost-Money Valuation
Apr 22, 2025Series C$4.50M―
Mar 11, 2025Series C$25.00M―

Investors

Investor NameFunding Round
CurqlSeries C
Moderne VenturesSeries C
Northwestern Mutual Future VenturesSeries C
UBS NextSeries C
Erie Strategic VenturesSeries C

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