Trust & Will Secures $4.5M In Series C Investment Led By Curql

Trust & Will, a San Diego-based digital estate planning platform, recently secured $4.5M in a Series C investment from Curql, bringing its total Series C funding to over $32M. Led by CEO and President Nick Evens, the company provides an online solution for Americans to create wills, trusts, healthcare directives, and other estate planning documents, tailored to state-specific laws. Trust & Will plans to use the funds to expand access to estate planning for credit union members across the U.S. The platform currently serves over 17,000 financial advisors and 150+ enterprise partners, including major institutions like AARP, Fifth Third Bank, and UBS.

INVESTORS: Curql, AARP, Fifth Third Bank, LPL Financial, UBS & USAA

ROUND: Series C AMOUNT: $4,500,000 | TOTAL AMOUNT: $32,000,000

HQ: #SanDiego #California

#VentureCapital #TrustandWill #NickEvens #Curql #AARP #FifthThirdBank #LPLFinancial #UBS #USAA #TradedVC