Trust & Will, a San Diego-based firm, has raised $25 million in Series C funding, bringing its total to $75 million, to revolutionize estate planning with technology. Led by Moderne Ventures, with support from Northwestern Mutual Future Ventures and UBS Next, the company blends AI and human oversight to offer accessible, state-compliant estate planning. CEO Cody Barbo stresses that this hybrid model boosts clarity and confidence, tackling the gap where 83% of Americans see estate planning as vital, yet only 31% have wills.
The firm targets a traditionally costly, slow industry, partnering with giants like Bank of America and USAA to reach underserved communities. High-profile ambassadors Matthew Stafford and Kelly Stafford boost awareness, normalizing legacy planning. Trust & Will’s online platform simplifies the process, appealing to a digital-savvy generation while aiming to make estate planning inclusive, not elite. Barbo’s vision—“every family deserves access”—drives a compassionate approach, merging tech with empathy to reshape how families secure their futures. As it grows, Trust & Will is poised to set new industry standards in a sector primed for change.
