Trust & Will was founded in 2017 and has raised over $75 million across multiple funding rounds from investors including American Express Ventures and Comcast's Forecast Labs. The platform has grown to serve over one million individuals and families and was named to CNBC's Disruptor 50 list in 2024. In 2025, the company launched a dedicated attorney platform to extend its tools to estate planning practitioners.
The consumer-facing product guides users through a step-by-step interview to produce state-specific wills, revocable living trusts, powers of attorney, healthcare directives, and guardian designations. Documents are stored in a secure digital vault with bank-level encryption and can be shared directly with named beneficiaries or advisors. The platform covers estate planning requirements for all 50 states and most users complete their documents in under 30 minutes.
The attorney-facing platform allows estate planning lawyers to white-label and offer Trust & Will's guided intake and document generation tools to their clients, providing a branded client-facing experience that reduces intake time and improves document completion rates. The platform integrates secure document storage and beneficiary notification features that allow attorneys to manage client estate plans at scale.
Trust & Will's differentiation lies in its consumer accessibility combined with its attorney channel — it occupies a position between pure DIY platforms and traditional attorney-drafted plans. For estate planning attorneys, the attorney platform offers a client acquisition and intake tool that reduces administrative friction, though it is better suited for straightforward estate planning matters than for complex tax-driven planning.
Hands-on review pending.
