Trust & Will, a leading digital estate planning platform, has raised over $25m in its Series C funding round.
The investment was led by Moderne Ventures, with participation from Northwestern Mutual Future Ventures, UBS, Erie Strategic Ventures, and other strategic investors. FT Partners acted as the company’s financial and strategic advisor.
The company provides an online platform for creating legally valid estate planning documents, including wills and trusts. It is designed to make estate planning more accessible, affordable, and efficient for families and financial professionals.
The fresh funding will be used to expand the company’s software-as-a-service (SaaS) platform, equipping financial advisors, attorneys, and other professionals with enhanced tools for multi-generational estate planning. Additionally, Trust & Will plans to strengthen its data infrastructure by leveraging insights from its user base to drive further innovation and create tailored financial solutions.
UBS vice chair, US, Jennifer Povlitz said, “Trust & Will is a much-needed platform for accessible, reliable estate planning. Financial advisors and institutions trust the brand for its simplicity and world-class experience. It’s become a widely used tool for advisors delivering value to their clients.”
Trust & Will CEO Cody Barbo added, “Every family deserves access to estate planning, and every professional deserves tools that simplify the process while delivering exceptional results. This Series C funding is more than a company milestone; it’s a step toward transforming estate planning into an essential service that touches every family’s life and legacy.”
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