Trust & Will, the nation’s leading digital estate planning platform, announced the closing of its $25+ million Series C funding round. Moderne Ventures led the round, with FT Partners serving as Trust & Will’s financial and strategic advisor. Additional participation came from Northwestern Mutual Future Ventures, UBS, Erie Strategic Ventures, and other strategic investors.
This funding strengthens Trust & Will’s mission to make estate planning more accessible and affordable for all, further cementing its position as an industry leader with more than one million Americans who have started their legacy planning on the platform.
Trust & Will co-founders Cody Barbo (CEO) and Daniel Goldstein (COO) share how the $25+ million Series C funding will enhance estate planning for families, financial advisors, and institutions. From AI-driven innovation to expanding access, this milestone is all about making legacy planning simpler, smarter, and more accessible.
Even though 83% of Americans believe estate planning is important, only 31% have a will, and 55% have no plan at all. This new research from Trust & Will emphasizes this disconnect, revealing the urgent need for families to secure their futures as trillions of dollars in assets transfer between generations. Trust & Will is transforming the industry by making estate planning more accessible, affordable, and intuitive—ensuring that every family, not just the wealthy, can protect their legacy with ease.
The new funding will expand Trust & Will’s SaaS platform to provide financial advisors, attorneys, real estate professionals, member organizations, NPOs, and businesses with enhanced tools to provide their clients with seamless, multigenerational planning while building trust and value in their relationships. And the company will also strengthen its data infrastructure, leveraging insights from over one million users to drive innovation, develop advanced financial tools, foster partnerships, and create solutions tailored to evolving customer needs.
This round will also support continued investment in AI, which is fundamental to the future of estate planning. Already embedded in the platform, AI will further enhance the individual estate planning process by analyzing existing plans, delivering personalized recommendations, and providing real-time updates.
As Trust & Will continues innovating with AI-driven solutions, it is also expanding its reach through strategic partnerships that integrate estate planning into major life milestones, such as buying a home or car.
KEY QUOTES:
“Trust & Will is a much-needed platform for accessible, reliable estate planning. Financial advisors and institutions trust the brand for its simplicity and world-class experience. It’s become a widely used tool for advisors delivering value to their clients.”
– Jennifer Povlitz, Vice Chair, US, UBS Global Wealth Management; UBS holds an equity stake in Trust & Will
“AI enables families and advisors to plan with greater clarity and confidence. By combining technology with human compassion, we’re transforming how people protect and preserve their legacies.”
“Every family deserves access to estate planning, and every professional deserves tools that simplify the process while delivering exceptional results. This Series C funding is more than a company milestone; it’s a step toward transforming estate planning into an essential service that touches every family’s life and legacy.”
– Cody Barbo, CEO
“Estate planning has been an untapped opportunity across our industry.”
“We’re thrilled to lead Trust & Will’s Series C out of Moderne’s new Growth Fund and welcome them into our Moderne Passport Program. We’re excited to help Trust & Will forge new partnerships, integrate estate planning into real estate, and make a lasting impact on families. Their innovation in this space is unmatched, and we’re proud to support their growth.”
– Constance Freedman, Founder and Managing Partner at Moderne Ventures
