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Trust & Will Funding Rounds & Valuation History (2019–2025)

Private Valuation & Funding Round Tracker · Trust & Will

Trust & Will funding rounds & valuation history

Trust & Will, the San Diego digital estate-planning platform for wills, trusts and probate. Funding from the Series A (Dec 2019) to the Series C extension (Curql), sourced to Trust & Will, Trust & Will (PR Newswire), TechCrunch and Crunchbase News.

Last updated: (IST). Every figure re-checked against the linked sources that day. Rows: 4 Currency: US$, nominal
⬇ Download CSV Cite this dataset Methodology & status definitions
Last closed round Closed
$4.5M
$4.5M Series C extension (Curql)
Raised in rounds listed
$50.5M
Sum of 4 closed rounds with a disclosed amount (GNF calc.)
Largest round
$25M+
Series C, Mar 2025
Closed rounds listed
4
Dec 2019 to Apr 2025

Round history

Newest first. Dashed badges and striped rows are not closed transactions. “—” means the source does not disclose the figure or it cannot be computed on the same basis; see the note in each row.

Showing 4 of 4 rows
Trust & Will funding rounds, Dec 2019 to Apr 2025
DateStatusRoundAmountLead / buyerValuationVal. ÷ run-rateSource
Closed round
Series C extension (Curql)Part of the Series C. Trust & Will says total Series C funding exceeds $32M with this addition; the gap to the two disclosed amounts is not itemised, so only disclosed amounts are summed.
$4.5M
Curql
Not disclosedNo company valuation stated by the source
—Not disclosedNo run-rate stated in the announcement
Trust & Will (PR Newswire), 22 Apr 2025Also: Trust & Will, 22 Apr 2025
Closed round
Series CAnnounced as “$25M+”; $25M is used as the lower bound in the sum.
$25M+
Moderne VenturesWith: Northwestern Mutual Future Ventures, UBS, Erie Strategic Ventures
Not disclosedNo valuation disclosed by Trust & Will
—Not disclosedNo run-rate stated in the announcement
Trust & Will, 11 Mar 2025
Closed round
Series B
$15M
Jackson Square Ventures
Not disclosedNo company valuation stated by the source
—Not disclosedNo run-rate stated in the announcement
Trust & Will, 17 Nov 2020Also: TechCrunch, 17 Nov 2020
Closed round
Series A
$6M
Link VenturesWith: Revolution's Rise of the Rest Seed Fund and other prior investors
Not disclosedNo company valuation stated by the source
—Not disclosedNo run-rate stated in the announcement
Crunchbase News, 17 Dec 2019
Step-up = valuation ÷ the prior closed valuation (GNF calc.), shown only where both figures were stated or reported and neither is a lower bound.

Amount raised in each closed round

Amounts raised, not valuations: Trust & Will has not disclosed a valuation for any round.

Sources: Trust & Will, Trust & Will (PR Newswire), TechCrunch, Crunchbase News. US$ billions, linear scale.

Timeline

Each round and share sale, oldest first.

  1. 17 Dec 2019 · Closed

    Series A: $6M led by Link Ventures.

  2. 17 Nov 2020 · Closed

    Series B: $15M led by Jackson Square Ventures.

  3. 11 Mar 2025 · Closed

    Series C: $25M+ led by Moderne Ventures.

  4. 22 Apr 2025 · Closed

    Series C extension (Curql): $4.5M led by Curql.

Still private: Trust & Will has not filed for an IPO, is not owned by a listed company and has not been acquired. It has not disclosed a valuation for any round.

Cite this dataset

Free to quote with a link back. Copy this citation:

Trust & Will Funding Rounds & Valuation History. Private Valuation & Funding Round Tracker, GrowthNavigateFunding.net, updated 13 Nov 2026. https://growthnavigatefunding.net/funding/trust-and-will/

Download the data

The same 4 rows as the table: numeric US$ columns, empty cells where a figure is not disclosed, and a source URL for every row.

File
trust-and-will-rounds.csv (UTF-8, comma-separated)
Stable URL
https://growthnavigatefunding.net/wp-content/uploads/2026/11/trust-and-will-rounds.csv
Columns
id, date, date_precision, status, transaction_type, round, amount_usd_low, amount_usd_high, lead_or_buyer, co_leads, valuation_usd_low, valuation_usd_high, valuation_basis, valuation_to_run_rate_multiple, multiple_bound, multiple_basis, step_up_vs_prior_closed, price_per_share_usd_low, price_per_share_usd_high, shares, source, source_url, other_source_urls, notes, last_updated
Updated
(IST)
⬇ Download CSV

Methodology & status definitions

How each row is labelled and calculated.

Closed round

A primary round announced by the company or confirmed in the press, bringing new money to the company.

Valuation ÷ run-rate

Post-money valuation ÷ the run-rate the company stated in that announcement (GNF calc.). Where the run-rate is “crossed” or “over” a figure, the multiple is shown as “under X×”. No row qualifies here unless shown, so no multiple is invented.

What is not a separate row

The early seed (TechCrunch: “a $2 million or so seed round led by Rise of the Rest”, not dated precisely in the sources read); the undisclosed remainder of the $32M+ Series C; the EZ-Probate acquisition made by Trust & Will.

Updates & corrections

This page stays at one address and is updated in place; the “Last updated” date above drives the citation and the dataset metadata. Corrections: hello@growthnavigatefunding.net. Informational only; not investment advice.

Changelog

  • : Dataset first compiled (batch 4, not yet published).

Sources

  1. Trust & Will: Trust & Will Secures over $25M in Series C to Expand the Nation’s Leading Estate Planning Platform, 11 Mar 2025
  2. Trust & Will (PR Newswire): Trust & Will Secures $4.5 Million Investment from Curql…, Bringing Series C Funding to $32M+, 22 Apr 2025
  3. Trust & Will: Trust & Will Secures $4.5 Million Investment from Curql, 22 Apr 2025
  4. Trust & Will: Trust & Will Raises $15M To Bring Estate Planning To Every Family In America, 17 Nov 2020
  5. TechCrunch: Trust & Will raises $15M as digital estate planning hits mainstream, 17 Nov 2020
  6. Crunchbase News: Online Estate Planning Platform Trust & Will Raises $6M Series A, 17 Dec 2019