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Trust & Will

Also known as: Trust & Will

Positioning

Online platform to create wills, trusts, and estate plans. Focuses on document creation, not post-death account closure. $45M raised to expand credit union partnerships.

Strengths

  • Strong brand
  • Large funding
  • Credit union partnerships
  • Well-funded and growing
  • State-specific legal templates
  • Strong marketing and partnerships

Weaknesses

  • No account closure service
  • US-only
  • No probate task management
  • Pre-planning only
  • Not for grieving spouses

Recent mentions

Showing 2 of 2
  • adjacent

    2h ago

    Post-Death Task Manager for Surviving Spouses Handling Probate

    postdeathtaskmanagersurvivingspouseshandlingprobate
  • adjacent

    4h ago

    Digital Account Shutdown Service for Grieving Families