Trust & Will, a San Diego, CA-based digital estate planning platform, has raised over $25 million in Series C funding.
Investors
The round was led by Moderne Ventures, with participation from Northwestern Mutual Future Ventures, UBS Next, Erie Strategic Ventures, and other strategic investors.
Moderne Ventures is a strategic venture capital firm with over $500 million in assets under management and a strong track record of top-tier returns spanning 16 years. The firm invests in innovative technology companies in real estate, finance, insurance, and sustainability. Moderne has invested in over 150 companies across three funds.
Trust & Will Use of Funds
The funding will expand Trust & Will’s SaaS platform, enhance tools for financial advisors, attorneys, and other professionals, strengthen data infrastructure, and continue investment in AI for personalized estate planning.
About Trust & Will
Trust & Will provides a digital estate planning platform to simplify the estate planning and settlement process, empowering individuals to create wills and trusts while partnering with financial advisors, attorneys, and institutions. Its solutions help families protect their legacies with attorney-approved, legally valid documents tailored to individual state requirements. Founded in 2017, Trust & Will’s mission is to make estate planning accessible, affordable, and secure.
Funding Details
Company: Trust & Will
Raised: $25.0M+
Round: Series C
Funding Date: March 2025
Lead Investor: Moderne Ventures
Additional Investors: Northwestern Mutual Future Ventures, UBS Next, Erie Strategic Ventures, and others
Company Website: https://trustandwill.com/
Software Category: Estate Planning
Source: PR Newswirehttps://www.prnewswire.com/news-releases/trust--will-secures-over-25m-in-series-c-to-expand-the-nations-leading-estate-planning-platform-302397820.html