Mentions
4
Across all reports
Quality Score
40/ 100
Emerging player
First Seen
May 1, 2026
Indexed in atlas
Last Seen
1mo ago
Most recent reference
Positioning
Synthesized from 4 mentionsTrust & Will is an online platform that enables users to create wills, trusts, and estate plans. It focuses on document creation rather than post-death account closure, and has raised $45M to expand credit union partnerships. The platform serves individuals seeking affordable and accessible estate planning.
Strengths
6 cited- $45M raised for credit union partnerships
- Focus on estate planning document creation
- Online platform accessible to individuals
- $45M raised, strong brand
- Over 1 million users
- Credit union partnerships
Weaknesses
7 cited- Limited to document creation, not account closure
- Primarily US-focused estate planning
- No pricing visible on homepage
- No digital asset inventory
- US-only focus
- No post-death account closure
- No cross-border estate planning
Recent mentions
Showing 4 of 4- direct1mo ago
Cross-Border Will Planning for Expats and Dual-Nationals
crossborderplanningexpatsdualnationals - direct1mo ago
Digital Estate Planning Platform for Consumers
digitalestateplanningplatformconsumers - adjacent1mo ago
Post-Death Task Manager for Surviving Spouses Handling Probate
postdeathtaskmanagersurvivingspouses - adjacent1mo ago
Digital Account Shutdown Service for Grieving Families
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