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Insights

Strategic Partnerships Trust & Will has established strategic partnerships with key industry players, such as UBS, Fifth Third Bank, and AARP, indicating potential collaboration opportunities with these institutions for cross-selling or bundled services.

National TV Advertising Launching a national TV advertising campaign themed 'Make It Count' showcases Trust & Will's commitment to increasing brand visibility, potentially leading to a surge in customer inquiries and conversions as a result of heightened consumer awareness.

Key Personnel Addition The recent hire of Douglas Luftman as chief legal officer brings a wealth of expertise to Trust & Will, presenting an opportunity to leverage his industry connections and knowledge for forging new business relationships and expanding market reach.

Expansion into Real Estate Investments in tangible assets like land in Tucson, Arizona, and strategic partnerships with commercial real estate platforms like HqO, Inc. suggest potential avenues for targeting high-net-worth individuals interested in estate planning services.

Credit Union Partnership Partnering with CU Solutions Group to offer estate planning as part of its Love My Credit Union Rewards program opens up a new channel for Trust & Will to tap into credit union members seeking comprehensive financial planning services.

Similar companies to Trust & Will

Trust & Will Tech Stack

Trust & Will uses 8 technology products and services including Optmyzr, Linkedin Insight Tag, Hotjar, and more. Explore Trust & Will's tech stack below.

  • Optmyzr
    A/B Testing
  • Linkedin Insight Tag
    Analytics
  • Hotjar
    Analytics
  • imgix
    Content Delivery Network
  • Redis
    Database
  • AngularJS
    Javascript Frameworks
  • Google Tag Manager
    Tag Management
  • Pinterest
    Widgets

Media & News

Trust & Will's Email Address Formats

Trust & Will uses at least 1 format(s):
Trust & Will Email FormatsExamplePercentage
First@trustandwill.comJohn@trustandwill.com
68%
Last@trustandwill.comDoe@trustandwill.com
19%
FLast@trustandwill.comJDoe@trustandwill.com
12%
First.Last@trustandwill.comJohn.Doe@trustandwill.com
1%

Frequently Asked Questions

Where is Trust & Will's headquarters located?

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Trust & Will's main headquarters is located at San Diego, California 92101 US. The company has employees across 2 continents, including North AmericaAsia.

What is Trust & Will's official website and social media links?

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Trust & Will's official website is trustandwill.com and has social profiles on LinkedIn.

How much revenue does Trust & Will generate?

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As of September 2024, Trust & Will's annual revenue reached $15M.

What is Trust & Will's NAICS code?

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Trust & Will's NAICS code is 5112 - Software Publishers.

How many employees does Trust & Will have currently?

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As of September 2024, Trust & Will has approximately 104 employees across 2 continents, including North AmericaAsia. Key team members include Chief Legal Officer & Corporate Secretary: D. L.Chief Strategy Officer (cso): B. L.Chief Financial Officer: R. W.. Explore Trust & Will's employee directory with LeadIQ.

What industry does Trust & Will belong to?

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Trust & Will operates in the Software Development industry.

What technology does Trust & Will use?

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Trust & Will's tech stack includes OptmyzrLinkedin Insight TagHotjarimgixRedisAngularJSGoogle Tag ManagerPinterest.

What is Trust & Will's email format?

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Trust & Will's email format typically follows the pattern of . Find more Trust & Will email formats with LeadIQ.

When was Trust & Will founded?

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Trust & Will was founded in 2017.
Trust & Will

Trust & Will

Software DevelopmentCalifornia, United States51-200 Employees

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. 

Section iconCompany Overview

Headquarters
San Diego, California 92101 US
NAICS Code
5112 - Software Publishers
Founded
2017
Employees
51-200

Section iconFunding & Financials

  • $10M$50M

    Trust & Will's revenue is in the range of $10M$50M

Section iconFunding & Financials

  • $10M$50M

    Trust & Will's revenue is in the range of $10M$50M

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