Most people know they need to create an estate plan but haven't done it because the process is expensive, confusing and time consuming.
It's convenient
With Trust & Will, you can complete your Estate Plan in about 15 minutes, on any device, from the comfort of your home. Our simple, step-by-step process walks you through everything you need to do. Once everything is completed, you receive your printed documents in the mail. All you need to do is sign.
It's designed by experts
We provide exceptional customer service and transparency in an industry that's often opaque. Our entire process was designed and vetted by estate planning attorneys with decades of experience. Our products are custom tailored to our users based on their unique life situation, and we cover a wide range of most common scenarios for any adult at any life stage.
It's safe & secure
Documents are securely stored with bank-level encryption. Users can safely access and update their documents from any device.
How it works
We’re acquiring a new generation of users as they embark on their path to wealth, whether through their own careers, or inheritance.
What we've learned about the growing market:
We've developed successful, repeatable methods for acquiring new users. Heading into 2019 we have exciting partnerships and new engagement strategies we're eager to release. Here are a few of our current partners that have helped propel our growth:
We're proud of our near-perfect rating on Trustpilot. Here's a few highlights, but feel free to browse the full list of reviews here.
Our stellar customer support sets us apart. At any point, our members can chat directly with a real live human that is extremely knowledgeable about estate planning and how our product works. We do not provide legal advice but we do help members with understanding their options and making the process as easy as possible.
We've created three unique products to accommodate people at any life stage. Each plan is based on customizable common conditions created and verified by a team of attorneys with decades of estate planning experience. Each product includes a combination of a flat fee, subscription, and partner revenues.
Estate planning touches insurance, wealth management, real estate, and banking. We have numerous opportunities and channels to integrate and cross-promote complimentary products. Our customers have the ability to opt-in to learn about many different partner opportunities in an authentic and unobtrusive way. Early tests with life insurance providers have been overwhelmingly positive.
Trust & Will generates revenue from multiple channels with continued positive projections over the next several years:
We are truly grateful that you have taken the time to check out our campaign. We started Trust & Will to help the everyday American take the next steps in protecting their legacy.
All three of us have had family members deal with the dark side of estate planning - probate - and the challenges that come along with it. On a personal level, as we navigate our own life journey of marriage, having kids, and buying our first homes as well, we wanted a platform that we would be proud to use ourselves.
Most people don’t know this, but we entered San Diego’s biggest pitch competition with an idea (not a company yet), pitched a room full of 500+ people at Qualcomm headquarters, and ended up winning 3rd place, along with a cash prize. We used that money to start the company and begin building our beta release for Trust & Will.
Fast forward a year later, and we have achieved so much. We are humbled by the amazing team, customers, and partners we have surrounding us. We can’t wait to bring more new partners (investors) into the Trust & Will family and continue down the path of building the category-leading estate planning company.
Cheers to many more good years ahead of us.
Cody, Daniel, & Brian
Wish you could have invested in the early rounds of SoFi or Robinhood?
Join Trust & Will and our venture investors to redefine estate planning forever.
Thank you for your support!
– Team Trust & Will
$12,000,000
The maximum valuation at which your investment converts
into equity shares or cash.
Learn more.
0%
If a trigger event for Trust & Will occurs, the discount provision
gives investors equity shares (or equal value in cash) at a reduced price.
Learn more.
Crowd SAFE
·
Learn more
A SAFE is a Simple Agreement for Future Equity. An investor makes a cash investment in a company, but gets company stock at a later date, in connection with a specific event. The Crowd SAFE is a modified SAFE that is better suited for crowdfunding.
$25,000 – $1,070,000
Trust & Will
needs to raise
$25K
before the deadline.
The maximum amount
Trust & Will
is willing to raise is
$1.07M.
Learn more
Trust & Will needs to reach their minimum funding goal before the deadline
().
If they don’t, all investments will be refunded.
Learn more
Form C
SEC.gov
They are disrupting and optimizing an industry that is archaic
Estate planning is a boring, overlooked industry that is controlled by traditional lawyers. Industry is ripe for disruption and Trust & Wills appears to have the product and team in place in order to pull it off. Let's go team, looking forward to it!
i invested because when my mom passed away I had to go into probate and if i had a better understanding of trusts and wills it would have saved me thousands of dollars. Everyone should be able to preserve their estates easily.
As seen on TV
