Trust & Will, a San Diego, CA-based estate planning platform provider, raised $6m in Series A financing.
The round, which brought total funding raised to date to $8m, was led by Link Ventures with participation from existing investors, Revolution’s Rise of the Rest Seed Fund, WTI, Halogen Ventures, Luma Launch, Techstars Ventures, and others.
The company intends to use the funds to expand its sales and marketing efforts as well as broaden and accelerate product development which are set to launch early next year.
Created in 2017 and led by Cody Barbo, CEO and co-founder, Trust & Will is an online service providing legal forms and information. All documents have been designed and vetted by attorneys experienced in estate planning. It currently offers the following products:
– Trust-based estate plan, to avoid probate with a plan for the protection and transfer of important assets.
– Will-based estate plan, for who will look after children and what should happen to assets, if something happens.
– Guardian, for parents with minor children who aren’t ready to create a complete Will.
Since 2017, the company Trust & Will has been used by more than 60,000+ members to protect their legacy.