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Trust & Will isn't accepting new investments

Trust & Will’s deadline was May 1, 2019

Follow the company to stay updated on their progress, including future investment opportunities


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Trust & Will

Modernizing the $170B trust & estate planning industry
B2C Legal Services
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Featured image of Trust & Will
$225,212
Raised
350
Investors
Successfully funded and closed on May 1, 2019.
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Closed on May 1, 2019. Information may not be up-to-date. Campaign closed on May 1, 2019. Information displayed may not be up-to-date.

Documents

Republic (OpenDeal Portal LLC, CRD #283874) is hosting this Reg CF securities offering by Huge Legal Technology Company, Inc.. View the official SEC filing and all updates:
Official SEC Logo Form C SEC.gov
Company documents
Trust & Will Crowd SAFE
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Hear from some of the 350 investors in Trust & Will


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Deal highlights

  • Modernizing the $170B trust & estate planning industry with an easy, fast, and secure way to create will and trust documents online
  • End-to-end solution for creating, storing and updating your estate plan online
  • Targeting 250M eligible adults in the U.S., especially parents and homeowners
  • Now available in 49 states and the District of Columbia
  • 11,000+ current users with consistent month-over-month growth in total users
  • Approximately $2M raised to date from private investors
  • Experienced team that has built successful startups and worked with Fortune 100 companies on numerous product development & software applications

Most people know they need to create an estate plan but haven't done it because the process is expensive, confusing and time consuming.

  • Attorneys charge an average of $400 to set up a simple individual will
  • Trusts cost upwards of $2,000 for initial setup
  • A time consuming process that requires multiple appointments with an attorney
  • Simple updates are charged a high hourly fee
  • Current online solutions are not focused on long-term estate planning



 It's TurboTax for estate plans

It's convenient

With Trust & Will, you can complete your Estate Plan in about 15 minutes, on any device, from the comfort of your home. Our simple, step-by-step process walks you through everything you need to do. Once everything is completed, you receive your printed documents in the mail. All you need to do is sign.

It's designed by experts

We provide exceptional customer service and transparency in an industry that's often opaque. Our entire process was designed and vetted by estate planning attorneys with decades of experience. Our products are custom tailored to our users based on their unique life situation, and we cover a wide range of most common scenarios for any adult at any life stage. 

It's safe & secure

Documents are securely stored with bank-level encryption. Users can safely access and update their documents from any device.

How it works


We’re acquiring a new generation of users as they embark on their path to wealth, whether through their own careers, or inheritance. 

What we've learned about the growing market:

  • Having children is the #1 reason for setting up a will or nominating guardians
  • Buying a home or receiving an inheritance is the main reason to set up a trust
  • Laws are changing state by state to allow for completely digital Estate Plans  
  • 1 in 6 millennials have $100,000+ in savings
  • In the coming decades, millennial wealth – driven by inheritance, entrepreneurial activities, and income growth – is projected to stand at $30+ trillion


We've developed successful, repeatable methods for acquiring new users. Heading into 2019 we have exciting partnerships and new engagement strategies we're eager to release. Here are a few of our current partners that have helped propel our growth: 

Trust & Will partners



What our customers are saying


We're proud of our near-perfect rating on Trustpilot. Here's a few highlights, but feel free to browse the full list of reviews here.


Our stellar customer support sets us apart. At any point, our members can chat directly with a real live human that is extremely knowledgeable about estate planning and how our product works. We do not provide legal advice but we do help members with understanding their options and making the process as easy as possible.




Business model



We've created three unique products to accommodate people at any life stage. Each plan is based on customizable common conditions created and verified by a team of attorneys with decades of estate planning experience. Each product includes a combination of a flat fee, subscription, and partner revenues.



Additional revenue channels

Estate planning touches insurance, wealth management, real estate, and banking. We have numerous opportunities and channels to integrate and cross-promote complimentary products. Our customers have the ability to opt-in to learn about many different partner opportunities in an authentic and unobtrusive way. Early tests with life insurance providers have been overwhelmingly positive.





Trust & Will generates revenue from multiple channels with continued positive projections over the next several years:

  • Direct
    • Customers who come to trustandwill.com and pay us directly
  • Channel partners
    •  We offer our products at a bulk rate to select partners, who then offer or resell our products to their customers
  • Commission
    • Our customers can opt-in to offers for complementary products & services such as life insurance and credit cards


Awards & recognition




About the founders


We are truly grateful that you have taken the time to check out our campaign. We started Trust & Will to help the everyday American take the next steps in protecting their legacy.

All three of us have had family members deal with the dark side of estate planning - probate - and the challenges that come along with it. On a personal level, as we navigate our own life journey of marriage, having kids, and buying our first homes as well, we wanted a platform that we would be proud to use ourselves.

Most people don’t know this, but we entered San Diego’s biggest pitch competition with an idea (not a company yet), pitched a room full of 500+ people at Qualcomm headquarters, and ended up winning 3rd place, along with a cash prize. We used that money to start the company and begin building our beta release for Trust & Will.

Fast forward a year later, and we have achieved so much. We are humbled by the amazing team, customers, and partners we have surrounding us. We can’t wait to bring more new partners (investors) into the Trust & Will family and continue down the path of building the category-leading estate planning company.

Cheers to many more good years ahead of us.

Cody, Daniel, & Brian






Investors





JOIN US

Wish you could have invested in the early rounds of SoFi or Robinhood?
Join Trust & Will and our venture investors to redefine estate planning forever.
Thank you for your support!


– Team Trust & Will




Deal terms


Valuation cap

$12,000,000

The maximum valuation at which your investment converts into equity shares or cash.
Learn more

Discount

0%

If a trigger event for Trust & Will occurs, the discount provision gives investors equity shares (or equal value in cash) at a reduced price.
Learn more.

Minimum investment

$250

The smallest investment amount that Trust & Will is accepting.
Learn more

Funding goal

$1.07M

The maximum amount the offering can raise is $1.07M.
Learn more

Deadline
Trust & Will needs to reach their minimum funding goal before the deadline ( ). If they don’t, all investments will be refunded.
Learn more
Type of security

Crowd SAFE

A SAFE allows an investor to make a cash investment in a company, with rights to receive certain company stock at a later date, in connection with a specific event. · Learn more

Includes a Right of Repurchase
How it works

Documents

Republic (OpenDeal Portal LLC, CRD #283874) is hosting this Reg CF securities offering by Huge Legal Technology Company, Inc.. View the official SEC filing and all updates:
Official SEC Logo Form C SEC.gov
Company documents
Trust & Will Crowd SAFE

Bonus perks

In addition to your Crowd SAFE, you'll receive perks for investing in Trust & Will.
Invest
$250
Receive
  • A free Will (US based investors only)
Invest
$500
Receive
  • a free Will + Trust (US based investors only)
Invest
$1,000
Receive
  • 2 free Wills + 1 Trust (US based investors only)
Invest
$5,000
Receive
  • 2 free Wills + 1 Trust + thank you call from our CEO (US based investors only)
Invest
$25,000
Receive
  • all the above perks + tour of Trust & Will (US based investors only)

Why others invested

See all reviews (0) See all (0)

They are disrupting and optimizing an industry that is archaic

Profile picture of Eric Scott Fader
Eric Scott Fader
Active investor
over 6 years ago

Estate planning is a boring, overlooked industry that is controlled by traditional lawyers. Industry is ripe for disruption and Trust & Wills appears to have the product and team in place in order to pull it off. Let's go team, looking forward to it!

Profile picture of Jay Vasantharajah
Jay Vasantharajah
Investor
over 6 years ago

i invested because when my mom passed away I had to go into probate and if i had a better understanding of trusts and wills it would have saved me thousands of dollars. Everyone should be able to preserve their estates easily.

Profile picture of Lu Estes
Lu Estes
Investor
about 6 years ago

Endorsed by

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Technori

Our alumni companies have raised over $1 billion in venture funding, with 30 exits and counting!
3013 members
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About Trust & Will

Legal Name
Huge Legal Technology Company, Inc.
Founded
Oct 2017
Form
Delaware Corporation
Employees
6
Website
trustandwill.com
Social Media
Headquarters
Google Map location of of Trust & Will
550 West B Street , San Diego, CA
Headquarters
550 West B Street, San Diego, CA, United States 92101

Trust & Will Team
Everyone helping build Trust & Will, not limited to employees

Profile picture of Cody Barbo
Cody Barbo
Founder & CEO
Featured in Superheroes · Read
Founder & CEO / Techstars 2018 / SDSU Alumni Board Member
Profile picture of Daniel Goldstein
Daniel Goldstein
Founder & COO
Founder & COO / Techstars 2018 / Baylor Alum
Profile picture of Brian Lamb
Brian Lamb
Founder & Head of Product
Founder & Head of Product / Techstars 2018 / SDSU Alum
Profile picture of Patrick Hicks
Patrick Hicks
Legal Counsel
Profile picture of Eric Urhausen
Eric Urhausen
Lead Developer
Profile picture of Devin Ledesma
Devin Ledesma
Software Developer
Profile picture of Elma Gonzalez
Elma Gonzalez
Software Developer
Profile picture of Taylor Lake
Taylor Lake
Software Developer
Profile picture of Philip Taft-Dick
Philip Taft-Dick
Software Developer
Profile picture of Joseph "Goose" Aranez
Joseph "Goose" Aranez
Senior Software Engineer
Profile picture of Stephen Bero
Stephen Bero
Senior Software Engineer
Profile picture of Dan Kehr
Dan Kehr
Legal Advisor
Profile picture of Allyson Downey
Allyson Downey
ParentTech Advisor
Profile picture of John Zdanowski
John Zdanowski
Financial Advisor
Profile picture of Melanie Spiegelman
Melanie Spiegelman
Product Advisor
Profile picture of Matt Faulk
Matt Faulk
Brand Advisor
13 more team members
Cody Barbo
Founder & CEO
Patrick Hicks
Legal Counsel
Eric Urhausen
Lead Developer
Daniel Goldstein
Founder & COO
Devin Ledesma
Software Developer
Elma Gonzalez
Software Developer
Taylor Lake
Software Developer
Philip Taft-Dick
Software Developer
Joseph "Goose" Aranez
Senior Software Engineer
Stephen Bero
Senior Software Engineer
Dan Kehr
Legal Advisor
Allyson Downey
ParentTech Advisor
John Zdanowski
Financial Advisor
Melanie Spiegelman
Product Advisor
Matt Faulk
Brand Advisor
Brian Lamb
Founder & Head of Product

Press

5 tech startups in San Diego funded - and trained - by wo...
San Diego Union-Tribune San Diego Union-Tribune
·
Apr 4, 2019

It's more likely you'll get into Harvard than earn a spot at a highly prestigious startup accelerator. Despite the compet...

Steve Case Encourages More 'Revolution' Outside Silicon V...
Crunchbase News Crunchbase News
·
Mar 28, 2019

Lately it seems trendy for VCs to say they're looking to invest outside of Silicon Valley. At least that's what we've bee...

San Diego sees surge in startups aiming for VC attention
The San Diego Union-Tribune The San Diego Union-Tribune
·
Mar 28, 2019

San Diego Venture Group reports big uptick in applications this year, fueled by warming climate for startups. A record-br...

Why San Diego missed the first wave of tech 'unicorns,' a...
sandiegouniontribune.com sandiegouniontribune.com
·
Mar 8, 2019

San Diego is a biotech town, a military town, and a tourism town. It's not a software town, is it? After years of stagnat...

These San Diego millennials just raised millions for thei...
sandiegouniontribune.com sandiegouniontribune.com
·
Jan 24, 2019

The millennial-packed team at tech startup Trust & Will has raised $2 million to build the most unsexy software imaginabl...

Haven Life debuts Plus + Partners with Trust & Will
Prnewswire Prnewswire
·
Aug 15, 2018

NEW YORK, Aug. 15, 2018 /PRNewswire/ -- A new offering unveiled today by online life insurance agency Haven Life provides...

San Diego Venture Group Names 30 Startups to 2018 'Cool C...
San Diego Business Journal
·
Jun 11, 2018

San Diego Venture Group on May 24 announced the latest batch of startups to make its "Cool Companies" list. The organizat...

Xconomy: Techstars Anywhere Inaugural Class Takes Virtual...
Xconomy Xconomy
·
Apr 19, 2018

From Adelaide to Toronto, the Techstars accelerator that began in Boulder, CO, runs 39 programs in 27 cities around the w...

Trust & Will closes first electronic will in the US (plus...
TechCrunch TechCrunch

No one likes to think about death (least of all startup founders), but wills, trusts and estate planning are crucial for ...

Show all
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Trust & Will

Trust & Will successfully raised $225,212 from 350 investors on May 1, 2019
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