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Recently Funded|Amount: USD 1.0M|Industry: Trusts and Estates

Trusty Estate Secures $1M in Pre-Seed Funding to Revolutionize Legacy Planning

Trusty Estate

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2-10 employees employees (Est.)
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Trusty Estate is excited to announce that we have successfully raised $1,000,000 in our latest funding round, marking a significant milestone in our journey to revolutionize estate planning and legacy management. Our modern platform is designed to help families, wealth advisors, and estate professionals protect and pass on what matters most with complete confidence. This infusion of capital will empower us to continue enhancing our innovative suite of features—ranging from our user-friendly interface for cataloging heirlooms and uploading crucial documents, to our groundbreaking AI assistant, Max. Max is at the heart of our service, streamlining the process by summarizing estate documents, answering key questions, and ensuring that every detail of your legacy is captured accurately and securely. With this new funding, Trusty Estate is poised to expand its capabilities and push the boundaries of digital estate planning. Our vision of a future where planning for the inevitable is as simple, secure, and personalized as sending a digital letter of wishes is closer than ever to becoming a reality. The funds will be strategically allocated to further enhance our technology, improve user experience, and increase our market outreach. By doing so, we aim to provide even more comprehensive support to families and professionals alike, ensuring that every legacy is managed with the utmost care and clarity. This announcement underscores our commitment to innovation and our deep belief in the importance of preserving personal legacies. Trusty Estate is not just a service, but a trusted partner in preparing for the future—one where advanced technology meets thoughtful, intentional planning to deliver peace of mind for generations to come.
July 15, 2025

Buying Signals & Intent

Our AI suggests Trusty Estate may be interested in solutions related to:

  • Estate planning services
  • Digital documentation solutions
  • Wealth management tools
  • Legacy planning resources
  • AI-driven financial advice

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