Trust & Will, a San Diego, CA-based digital estate planning company, received a $4.5M investment from Curql.
The investment was part of Trust & Will’s Series C round.
The company intends to use the funds to accelerate the access to estate planning for credit union members nationwide.
Led by CEO and President Nick Evens, Trust & Will is a provider of a digital estate planning platform in the U.S.
Its online solutions help Americans to create wills, trusts, healthcare directives, and other essential estate planning documents used to state-specific laws. With a focus on access and a guided experience, it helps families plan for the future and protect their legacies.
The platform supports 17,000+ financial advisors, along with 150+ enterprise partners and financial institutions, including AARP, Fifth Third Bank, LPL Financial, UBS, and USAA.
With this addition, Trust & Will’s total Series C funding will exceed $32M.
