Paige announced it has secured a $2.5 million investment from 22nd State Banking Company to accelerate the growth and expansion of its digital legacy and estate planning platform.
The investment marks a strategic step forward for Paige as it aims to broaden access to tools that help individuals and families organize critical financial and personal information, prepare legal documents, and plan for end-of-life decisions through a guided digital experience. The platform enables users to create wills, securely store documents and passwords, and leave messages for loved ones, addressing a traditionally complex and emotionally challenging process.
Paige was founded to simplify estate planning and make it more approachable. The company is positioning itself to meet rising demand as a significant intergenerational wealth transfer is expected over the coming decades, with an estimated $124 trillion in assets projected to change hands through 2048, according to Cerulli Associates.
The new funding will be used to enhance Paige’s platform capabilities, including expanded automation, AI-driven onboarding, and self-service tools designed to make implementation easier for financial institutions. The company also plans to grow its sales and customer success teams to support increasing adoption among banks and credit unions.
As part of the investment, Steve Smith, CEO and President of 22nd State Banking Company, will join Paige’s Board of Directors, bringing community banking expertise to guide the company’s next phase of growth.
Paige works with community banks and credit unions across the United States, offering legacy planning resources that complement traditional financial services. The platform is designed to help financial institutions deepen customer relationships while supporting individuals and families through major life transitions.
KEY QUOTES:
“Too many families are left trying to piece together important information during some of the hardest moments of their lives. This investment allows us to accelerate the next phase of growth for Paige by improving the product and expanding support for our members, our financial institution partners and the communities they serve.”
Emily Cisek, Founder And CEO, Paige
“We believe banking should be grounded in relationships and built around the real needs of the people and communities we serve. Paige brings something deeply relevant to that mission. It helps families prepare for the future in a practical and meaningful way, and it gives the banking community new pathways to support customers through important life transitions.”
Steve Smith, CEO And President, 22nd State Banking Company
