Trust & Will
Technology, Information and Internet • 
San Diego, California, United States • 101-200 Employees
Company overview
| Headquarters | San Diego, California, United States |
| Phone number | +18669087878 |
| Website | |
| SIC | 811 |
| Founded | 2017 |
| Employees | 101-200 |
| Socials |
Key Contact at Trust & Will
Trust & Will Email Formats
Trust & Will uses 2 email formats. The most common is {first name}{last name} (e.g., johndoe@trustandwill.com), used 97.8% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@trustandwill.com | 97.8% |
{first initial}{last name} | jdoe@trustandwill.com | 2.2% |
About Trust & Will
Founded in 2017, Trust & Will is the leading digital estate planning platform in the U.S., trusted by over one million individuals and families. Our simple, secure, and attorney-approved online solutions help Americans create wills, trusts, healthcare directives, and other essential estate planning documents tailored to state-specific laws. With a focus on accessibility and a guided experience, we’re transforming how families plan for the future and protect their legacies. In 2025, we launched EstateOS™, the first intelligent platform built to modernize how legacies are planned, managed, and preserved. EstateOS powers dynamic, connected estate plans for families, and introduces AI-enabled workflows, document intelligence, and multi-party collaboration tools for professionals. Our platform supports over 20,000 financial advisors and 200+ enterprise partners and institutions — including AARP, Fifth Third Bank, LPL Financial, UBS, and USAA. By integrating estate planning into client services, we help professionals enable multi-generational wealth conversations, deepen relationships, and drive long-term impact. With more than one million users and $200+ billion in self-reported estate assets, Trust & Will is redefining estate planning as a strategic pillar of modern financial care. Recognized for innovation and leadership, Trust & Will has earned spots on the CNBC Disruptor 50, Inc. 5000, and Deloitte Technology Fast 500™ lists. Learn more at trustandwill.com.
Trust & Will revenue & valuation
| Annual revenue | $15,000,000 |
| Revenue per employee | $96,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Technology, Information and Internet industry and current estimated revenues | $48,000,000 |
| Total funding | $44,500,000 |
Employees by Management Level
Total employees: 101-200
Seniority
Employees
Employees by Department
Trust & Will has 90 employees across 16 departments.
Departments
Number of employees
Funding Data
Explore Trust & Will's funding history, including investment rounds, total capital raised, and key backers.
Trust & Will Tech Stack
Discover the technologies and tools that power Trust & Will's digital infrastructure, from frameworks to analytics platforms.
Customer data platform
Advertising
CMS
Programming languages
JavaScript frameworks
JavaScript libraries
JavaScript libraries
Live chat
A/B Testing
CDN
Advertising
Affiliate programs
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Frequently asked questions
4.8
40,000 users
