Trust & Will raises $4.5 million

Trust & Will, a startup offering a service to create, edit, store, and share trusts and wills, announced a $4.5 million investment from Curql. The investment is part of Trust & Will’s Series C round, which now exceeds $32 million.

Curql, a collaborative ecosystem of over 130 credit unions jointly investing in fintech, will partner with Trsut & Will to form a Credit Union Service Organization (CUSO) – a structure “widely embraced within the Curql ecosystem.” Through this CUSO, credit unions will have the opportunity to invest in and offer estate planning services tailored to their members’ financial wellness needs.

“Forming a CUSO isn’t just a step forward – it’s a signal of deep commitment to the credit union movement. Trust & Will understands how credit unions operate, and this move brings estate planning even closer to the core of member service. We’re proud to back a fintech that’s not only delivering innovation, but doing it the credit union way.” – Nick Evens, President & CEO of Curql.

“Credit unions have long been champions of financial security, helping members build and protect their wealth through every stage of life. Estate planning is a natural extension of that mission; providing families with the protection and peace of mind they deserve. From our first credit union partnership to now forming a CUSO, we’ve witnessed the trust and care credit unions bring to their communities. With Curql’s support, we’re making it easier than ever for credit union members to secure their legacies and strengthen their financial futures.” – Cody Barbo, CEO & Co-Founder of Trust & Will.