AI Prospecting for Trust & Will
Company data:
Company size:
87 employeesWebsite URL:
https://trustandwill.comIndustry
Legal ServicesHeadquarters:
San Diego, California, USAInvestment round:
N/AARR:
N/ALatest news about Trust & Will
Here are some of the most recent media mentions. Use them in your sales prospecting to qualify a prospect's buyer intent and personalize outreach with the latest company updates
Trust & Will, a digital estate planning platform, secured over $25 million in Series C funding led by Moderne Ventures, with participation from Northwestern Mutual Future Ventures, UBS, and others. The funds will expand their SaaS platform and enhance tools for financial advisors and professionals, and strengthen their data infrastructure[5].
Trust & Will released the 2025 Estate Planning Report, the largest estate planning survey, revealing Americans' resistance to estate planning and a shift in focus towards legacy, financial security, and evolving family needs[2][4].
Trust & Will's 2025 Financial Advisor Report reveals that 40% of clients would switch financial advisors to receive better estate planning services, highlighting a significant demand for improved estate planning offerings among financial advisors[3].
Open job positions at Trust & Will
This company is actively hiring to fill these roles. Use this for sales prospecting if your solution assists, augments, or provides an alternative for the growing team and position.
