Trust & Will
Trust & Will is a U.S. digital estate-planning and probate company that provides online wills, trusts, estate-settlement services, and related tools for consumers, financial professionals, institutions, and legal practitioners.
Last updated October 14, 2026
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Overview
Trust & Will is a San Diego-based estate-planning technology company focused on making wills, trusts, and probate services easier to access through digital tools. Founded in October 2017 by Cody Barbo, Daniel Goldstein, and Brian Lamb, the company developed a consumer-oriented alternative to more traditional estate-planning processes, while also building partnerships and software offerings for financial institutions, advisers, employers, and other organizations. Its core proposition is to help people organize legal and financial intentions around incapacity, inheritance, guardianship, and the transfer of assets. The company received early recognition in San Diego in November 2017, when it placed third in a local startup competition. A notable product milestone followed in January 2019, when Trust & Will completed what it described as the first electronic will in U.S. history. The company subsequently used developments in electronic-will legislation, digital notarization, and remote document workflows to expand its estate-planning platform. In December 2019, it raised $6 million in Series A financing, earmarked for sales and marketing, product development, and partnerships. Trust & Will broadened its distribution strategy in 2020 through collaborations with financial and technology companies. It partnered with Axos Advisor Services to give financial advisers access to customizable estate-planning technology, worked with Fifth Third Bank, and collaborated with Notarize on an electronic-will initiative in Florida. In November of that year, it raised $15 million in Series B financing led by Jackson Square Ventures, with participation from several strategic and venture investors. These partnerships helped position the business not only as a direct-to-consumer provider but also as infrastructure that financial institutions could offer to their customers and adviser networks. The company expanded beyond document creation in 2022. It acquired EZ-Probate, a digital probate-settlement provider, and launched Trust & Will Probate in October with the stated aim of simplifying estate settlement through more affordable digital options. Its institutional reach continued to grow through relationships with UBS Next, Carson Group, Navy Federal Credit Union, LPL Financial, Fifth Third Bank, and other organizations. In 2023, Trust & Will announced an additional $15 million financing round and became a Certified B Corporation, reporting an overall B Impact Score of 97.7. It also formed a multi-year partnership with San Diego Wave FC and continued efforts to demonstrate electronic-will capabilities in individual states, including Minnesota. By 2024 and 2025, Trust & Will was presenting itself as a broader estate-planning infrastructure company. It was recognized on the CNBC Disruptor 50 list, expanded its relationship with LPL Financial to reach more than 22,000 financial advisers, and closed a Series C round of more than $25 million in March 2025. That financing was led by Moderne Ventures and included participation from Northwestern Mutual Future Ventures, UBS, and Erie Strategic Ventures, along with a further investment from Curql and the creation of a credit-union service organization. In June 2025, the company launched EstateOS, an intelligent platform intended to connect estate documents and workflows across families, advisers, attorneys, and institutions. Trust & Will’s positioning combines consumer simplicity with enterprise distribution. Its offerings address estate-document preparation, probate and estate settlement, adviser-supported planning, institutional programs, and increasingly professional workflows for attorneys. The company has also published recurring research on Americans’ estate-planning behavior, emphasizing the prevalence of people without wills or trusts and the role of cost, complexity, and limited awareness as barriers. The available reference material describes the company as active and privately held; it does not establish a public listing, a parent company, or a current corporate owner.
History
Trust & Will was established in October 2017 by Cody Barbo, Daniel Goldstein, and Brian Lamb in San Diego, California. The founders aimed to modernize estate planning by moving traditionally paper-heavy and lawyer-mediated processes into accessible digital workflows. The company’s early public recognition came in November 2017, when it placed third in a San Diego startup competition. A central early milestone was reached in January 2019, when Trust & Will completed an electronic will that it identified as the first eWill in U.S. history. This development helped frame the company around digital execution as well as online preparation of estate documents. In December 2019, Trust & Will raised $6 million in Series A financing. The stated uses of the capital were expansion of sales and marketing, product development, and commercial partnerships. During 2020, Trust & Will developed a partnership-led distribution model. Its agreement with Axos Advisor Services gave financial advisers access to customizable estate-planning technology for their clients. The company also partnered with Fifth Third Bank and worked with Notarize on an electronic-will launch in Florida. In November 2020, it raised $15 million in Series B financing led by Jackson Square Ventures. The round also included Fifth Third Capital Holdings, Northwestern Mutual Future Ventures, AARP, Rosecliff Ventures, Hack VC, Actium Partners, Noah Kerner, and Jeff Cruttenden, according to the reference material. The company’s scope widened in 2022. UBS Next invested in Trust & Will, and in May the company acquired EZ-Probate, a digital probate-settlement provider. In October, Trust & Will launched Trust & Will Probate, extending its service model from drafting and organizing estate documents toward the administrative work that follows a person’s death. The business also received workplace recognition, including a San Diego Business Journal award in 2022. Trust & Will continued its expansion in 2023. It announced an additional $15 million of funding, became a Certified B Corporation with a reported B Impact Score of 97.7, and formed a strategic partnership with Carson Group. The company also established a multi-year partnership with San Diego Wave FC, providing estate-planning resources and guidance to the club’s players, staff, and fans. In August, it collaborated with Minnesota State Senator Bonnie Westlin on an electronic-will initiative connected to National Make-A-Will Month. Navy Federal Credit Union announced a partnership with Trust & Will in October to provide estate-planning services to members. The company’s profile broadened through awards, research, and institutional relationships. It appeared on the CNBC Disruptor 50 list in 2024 and expanded its relationship with LPL Financial, making its services available to more than 22,000 financial advisers. Trust & Will’s recurring estate-planning research has focused on the large share of Americans who lack wills or trusts and on economic and practical barriers to completing an estate plan. In March 2025, Trust & Will closed a Series C financing round of more than $25 million led by Moderne Ventures. Northwestern Mutual Future Ventures, UBS, and Erie Strategic Ventures participated, while Curql provided an additional $4.5 million investment and supported the formation of a credit-union service organization. In June 2025, the company launched EstateOS, described as an intelligent platform for linking estate documents and processes among families, advisers, attorneys, and institutions. The reference material also describes later expansion into attorney-focused tools, including AI-assisted document drafting and client-management functions. Trust & Will remains described as an active, privately held U.S. estate-planning and probate technology company.
- 2025
Series C financing and credit-union expansion
[1]Trust & Will closed a Series C round exceeding $25 million and established a new credit-union service organization with Curql participation.
- 2025
EstateOS launched
[1]Trust & Will launched EstateOS as an intelligent platform connecting estate-planning documents and workflows across multiple participants.
- 2024
CNBC Disruptor 50 recognition
[1]Trust & Will was ranked No. 41 on the CNBC Disruptor 50 list.
- 2023
Certified B Corporation status
[1]Trust & Will became a Certified B Corporation and reported an overall B Impact Score of 97.7.
- 2023
Carson Group partnership
[1]Trust & Will made its estate-planning services available through Carson Group’s financial-adviser network.
- 2022
EZ-Probate acquisition
[1]Trust & Will acquired EZ-Probate to expand into digital probate settlement.
- 2022
Trust & Will Probate launched
[1]The company introduced a dedicated probate and estate-settlement offering.
- 2020
Advisor and electronic-will partnerships
[1]Trust & Will partnered with Axos Advisor Services, Fifth Third Bank, and Notarize on adviser distribution and electronic-will initiatives.
- 2020
Series B financing
[1]The company raised $15 million in Series B financing led by Jackson Square Ventures.
- 2019
First reported U.S. electronic will milestone
[1]The company completed what it described as the first electronic will in U.S. history.
Products and positioning
Accessible, digitally delivered estate planning and probate infrastructure for consumers, financial professionals, financial institutions, and legal practitioners.
Digital estate planning · 2017
Trust & Will
The company’s core digital estate-planning service helps users prepare and organize wills, trusts, and related documents through an online workflow. The offering is positioned as a more accessible alternative to starting the estate-planning process entirely through traditional in-person channels.
Probate and estate settlement · 2022
Trust & Will Probate
Launched in 2022 after the acquisition of EZ-Probate, Trust & Will Probate extends the company into the post-death administration of estates. It is designed to simplify probate and estate settlement and to provide consumers with comparatively affordable digital support.
Estate-planning technology platform · 2025
EstateOS
EstateOS is an intelligent estate-planning platform introduced in 2025. Its stated purpose is to connect estate documents, family members, financial advisers, attorneys, and institutions through shared workflows and AI-enabled functionality.
B2B estate-planning software · 2020
Professional and institutional estate-planning tools
Trust & Will provides technology and customized programs for financial advisers, banks, credit unions, and other institutions. The tools allow partner organizations to make estate-planning resources available to their customers, members, or adviser networks.
Marketing campaigns
- 2023National Make-A-Will Month electronic-will initiative
United States
Trust & Will collaborated with Minnesota State Senator Bonnie Westlin on an electronic-will initiative intended to highlight estate planning during National Make-A-Will Month.
Outcome. The initiative demonstrated the company’s electronic-will capabilities in Minnesota and promoted broader public engagement with wills.
- 2023San Diego Wave FC partnership
United States
Trust & Will entered a multi-year partnership with San Diego Wave FC to provide customized estate-planning resources and guidance to the club’s players, staff, and fans.
Outcome. The partnership extended the brand into sports and community engagement while giving the company a high-visibility local platform.
Brand decisions
2025
Expand through credit-union infrastructureStrategyBackground
Trust & Will pursued deeper distribution through credit unions and other financial institutions.
Action taken
The company raised Series C capital, accepted an additional investment from Curql, and formed a credit-union service organization.
Aftermath
The structure was intended to support distribution of estate-planning services across credit-union networks.
Series C financing. More than $25 million (March 2025)
2025
Launch EstateOSProduct launchBackground
Trust & Will aimed to evolve from a document-preparation service into a connected estate-planning technology platform.
Action taken
The company launched EstateOS with AI-enabled workflows intended to connect families, advisers, attorneys, and institutions.
Aftermath
The launch marked a move toward platform-based coordination of estate documents and professional workflows.
2022
Acquire EZ-ProbateM&ABackground
Trust & Will sought to broaden its estate-planning business into probate and estate settlement.
Action taken
The company acquired EZ-Probate, described as a digital probate-settlement provider.
Aftermath
The acquisition preceded the launch of Trust & Will Probate later in 2022.
2022
Launch Trust & Will ProbateProduct launchBackground
The company identified probate and estate settlement as an extension of its digital estate-planning model.
Action taken
Trust & Will launched a dedicated probate offering with an emphasis on streamlining settlement and providing affordable options.
Aftermath
The launch expanded the company’s addressable service scope beyond preparation of wills and trusts.
Recent events
Trust & Will launches Nevada-chartered Trust & Will Trust Company[2]
Reported:
On Oct 14, 2026, Trust & Will announced the launch of Trust & Will Trust Company, a Nevada-chartered retail trust company with the legal authority to serve as a professional corporate trustee for families. The new entity is a separate, wholly owned subsidiary of Huge Legal Technology Company, Inc. (HLTC), affiliated with the Trust & Will estate planning brand and EstateOS, and is open and serving families.
Fifth Third Bank partners with Trust & Will[3]
Reported:
Fifth Third Bank announced that it formed a partnership with Trust & Will. Through the collaboration, customers can prepare an estate plan online through Trust & Will and access discounted pricing.
Sources3 sources
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