Trust & Will raises $25 million

Trust & Will, a startup offering a service to create, edit, store, and share trusts and wills, announced the successful close of its $25M+ Series C funding round. The round was led by Moderne Ventures in partnership with their financial and strategic advisor FT Partners, with participation from Northwestern Mutual Future Ventures, UBS Next, Erie Strategic Ventures, and others.

The new investment will expand Trust & Will’s SaaS platform and it will also strengthen its data infrastructure, leveraging insights from over one million users to drive innovation, develop advanced financial tools, foster partnerships, and create solutions tailored to evolving customer needs.

The company is expanding its reach through strategic partnerships that integrate estate planning into major life milestones, such as buying a home or car.

“Trust & Will sets the standard for accessible, reliable estate planning. Financial advisors and institutions trust the brand for its simplicity and world-class experience. It’s become an essential tool for advisors delivering value to their clients.” – Jennifer Povlitz, Vice Chair, US, UBS Global Wealth Management.

“Estate planning has been an untapped opportunity across our industry. We’re thrilled to lead Trust & Will’s Series C out of Moderne’s new Growth Fund and welcome them into our Moderne Passport Program. We’re excited to help Trust & Will forge new partnerships, integrate estate planning into real estate, and make a lasting impact on families. Their innovation in this space is unmatched, and we’re proud to support their growth.” – Constance Freedman, Founder and Managing Partner at Moderne Ventures.