Founded in 2017, Trust & Will is the leading digital estate planning platform in the U.S., trusted by over one million individuals and families. Our simple, secure, and attorney-approved online solutions help Americans create wills, trusts, healthcare directives, and other essential estate planning documents tailored to state-specific laws. With a focus on accessibility and a guided experience, we’re transforming how families plan for the future and protect their legacies. In 2025, we launched EstateOS™, the first intelligent platform built to modernize how legacies are planned, managed, and preserved. EstateOS powers dynamic, connected estate plans for families, and introduces AI-enabled workflows, document intelligence, and multi-party collaboration tools for professionals. Our platform supports over 20,000 financial advisors and 200+ enterprise partners and institutions — including AARP, Fifth Third Bank, LPL Financial, UBS, and USAA. By integrating estate planning into client services, we help professionals enable multi-generational wealth conversations, deepen relationships, and drive long-term impact. With more than one million users and $200+ billion in self-reported estate assets, Trust & Will is redefining estate planning as a strategic pillar of modern financial care. Recognized for innovation and leadership, Trust & Will has earned spots on the CNBC Disruptor 50, Inc. 5000, and Deloitte Technology Fast 500™ lists. Learn more at trustandwill.com.
| Website | https://trustandwill.com |
| Revenue | $44.9 million |
| Employees | 152 (111 on RocketReach) |
| Founded | 2017 |
| Technologies |
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| Industry | Technology, Information and Internet |
| Keywords | Estate Planning, Online Will, Digital Estate Planning, Will Preparation, Estate Planning Software, Online Will Maker, Trust Creation, Probate Avoidance, Estate Planning Tools, Legacy Planning, Inheritance Planning, Family Estate Planning, Trust Services, Will And Trust Services, End Of Life Planning |
| Competitors | LegalZoom, Lawyer, FreeWill, LawDepot, Nolo, Willful, Gentreo, Zegal, Planwell Management Services +9 more (view full list) |
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The Trust & Will annual revenue was $44.9 million in 2026.
Cody Barbo is the Founder and CEO of Trust & Will.
111 people are employed at Trust & Will.
Trust & Will is based in San Diego, California.