Trust & Will

Hi, we're Trust & Will. We're on a mission to help every family to leave their legacy with a fast, easy, and secure way to create, manage, and distribute their estate plan online. Since 2017, we've helped hundreds of thousands of families plan for their future with a streamlined and intuitive approach that makes estate planning simple, affordable, and accessible. We're backed by leading names in venture capital and we are the estate planning provider for UBS, Fifth Third Bank, Northwestern Mutual, AARP, SoFi, and more, who all believe in our mission of helping every family leave their legacy. We're always looking for talented people to join our 100% remote first team - come join a B Corporation and an Inc. Best Workplace award winner that's changing an industry and helping millions of families along the way. *Trust & Will is an online service providing legal forms and information. We are not a law firm and we do not provide legal advice.

https://trustandwill.com

51-200 employees

Growth Trajectory

Trust & Will has shown significant potential for growth as it expands its services across more states in response to increasing demand for accessible estate planning solutions. With a growing user base, a dedicated focus on enhancing its platform, and strategic partnerships with financial advisors, the company is well-positioned for continued expansion.

Technical Challenges

Ensuring compliance with differing state regulations for estate planning documentation.

Maintaining robust security measures as user interactions increase and private data is handled.

Integrating new features while preserving user-friendly experiences on the platform.

Tech Stack

Online platform development for estate planning documents.Data encryption technologies for secure data management.User interface design for ease of navigation and user experience.

Team Size

Sales department focused on accounts and client relationships.

Technical team responsible for platform development and maintenance.

Customer support team providing assistance and legal guidance.

Key Risks

Increased competition from both traditional law firms and new online estate planning services.

Regulatory changes impacting the legal landscape for electronic Wills across states.

Challenges in maintaining user trust and ensuring data security as the platform scales.

Potential difficulties in integrating new technologies or features compatible with existing infrastructure.

Complexity in navigating varying state laws affecting the standardization of services across diverse markets.

Opportunities

Expanding service offerings to non-citizens and other underserved segments.

Leveraging partnerships with financial and legal professionals to broaden outreach and services.

Enhancing the platform with innovative features like AI-driven tools for estate planning assistance.

Growing the advocacy for eWill legislation to capture new market opportunities nationwide.

Increasing digital presence through enhanced marketing strategies targeting younger demographics.

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