Trust & Will is the provider of trust and estate planning services. This company was founded in 2017 by Cody Barbo, Daniel Goldstein and Brian Lamb and is headquartered in San Diego, CA. Trust & Will provides legal forms and information to help families create their Estate Plans customized to their life situation and needs.
Trust & Will is a privately held company and is not publicly traded, therefore investing in Trust & Will pre-IPO is only available to accredited investors. If you meet the accreditation criteria, you can learn more about Forge’s Secondary Marketplace and how to invest in private companies before their potential IPO. If you are not accredited, find out how to begin the process and qualify for new investment opportunities.
Can you sell shares of Trust & Will before it goes public?
You can seek to sell your shares in Trust & Will while it remains private. If you are considering selling, you can register today for free to get started. Once registered, a Private Market Specialist will guide you through any questions you might have. You may also continue to browse through our resources to help you understand the implications and procedures involved in selling your private market shares.
What is the pre-IPO value of my Trust & Will shares?
To determine the value of your Trust & Will shares, create a free account to gain access to Forge’s platform. In addition to the Forge Price, Forge Markets contains pricing information for hundreds of pre-IPO companies such as Last Closed Trade Price. A Private Market Specialist will also be available to assist you with any inquiries related to your Trust & Will shares. You can also learn more about how to sell your private shares before getting started.
Is Trust & Will a publicly traded company?
If you are interested in buying or selling private company shares, you can register with Forge today for free to explore your options. Registering gives you access to one of our Private Market Specialists who can guide you through the process of buying or selling. Learn more about how Forge might help you buy pre-IPO shares or sell pre-IPO shares.
To learn more about Trust & Will potential IPO
Will Trust & Will go IPO?
Trust & Will has not yet filed for an IPO. However, it’s important to note that IPOs are not the sole avenue for a private company to transition to public trading. Private companies can also go public through alternative methods such as but limited to Special Purpose Acquisition Companies (SPACs), direct listings, or mergers and acquisitions. Find out which companies are eyeing an IPO on our Tech IPO Calendar 2024.
What is Trust & Will’s IPO price?
The Trust & Will IPO price does not exist at this time, as Trust & Will is still a private company and has not yet conducted an IPO. To explore secondary market data and access private market pricing details and data that may be related to Trust & Will register for Forge Markets, today.
When was Trust & Will founded?
Trust & Will was founded in 2017.
What is Trust & Will funding to date?
Trust & Will has raised $31.63MM to date.
Who are Trust & Will’s major investors?
Jackson Square Ventures
Hack VC
Halogen Ventures
Rosecliff Ventures
UBS
Trust & Will Funding Rounds and Valuation
Funding History Chart
Funding Round Details
Funding Date
Share Class
Amount Raised
Price per Share
Post-Money Valuation
Key Investors
01/10/2022
Series B-6
$5.65MM
$xx.xx
$164.97MM
UBS
Price per Share
$xx.xx
Shares Outstanding
1,005,152
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
N/A
Key Investors
UBS
01/10/2022
Series B-5
$210,475
$xx.xx
$164.97MM
UBS
Price per Share
$xx.xx
Shares Outstanding
37,461
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
N/A
Key Investors
UBS
01/10/2022
Series B-4
$7.14MM
$xx.xx
$164.97MM
UBS
Price per Share
$xx.xx
Shares Outstanding
1,271,167
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
N/A
Key Investors
UBS
11/17/2020
Series B-3
$13,105
$xx.xx
$58.34MM
Jackson Square Ventures, Fifth Third Bank, Northwestern Mutual Future Ventures, AARP, Rosecliff Ventures, Hack VC, Actium Partners, Noah Kerner, Jeff Cruttenden, Link Ventures, Rise of the Rest, WTI, Techstars Ventures, Luma Launch, Halogen Ventures
Price per Share
$xx.xx
Shares Outstanding
6,164
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
N/A
Key Investors
Jackson Square Ventures, Fifth Third Bank, Northwestern Mutual Future Ventures, AARP, Rosecliff Ventures, Hack VC, Actium Partners, Noah Kerner, Jeff Cruttenden, Link Ventures, Rise of the Rest, WTI, Techstars Ventures, Luma Launch, Halogen Ventures
11/17/2020
Series B-2
$700,158
$xx.xx
$58.34MM
Jackson Square Ventures, Fifth Third Bank, Northwestern Mutual Future Ventures, AARP, Rosecliff Ventures, Hack VC, Actium Partners, Noah Kerner, Jeff Cruttenden, Link Ventures, Rise of the Rest, WTI, Techstars Ventures, Luma Launch, Halogen Ventures
Price per Share
$xx.xx
Shares Outstanding
329,331
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
N/A
Key Investors
Jackson Square Ventures, Fifth Third Bank, Northwestern Mutual Future Ventures, AARP, Rosecliff Ventures, Hack VC, Actium Partners, Noah Kerner, Jeff Cruttenden, Link Ventures, Rise of the Rest, WTI, Techstars Ventures, Luma Launch, Halogen Ventures
11/17/2020
Series B-1
$8.91MM
$xx.xx
$58.34MM
Jackson Square Ventures, Fifth Third Bank, Northwestern Mutual Future Ventures, AARP, Rosecliff Ventures, Hack VC, Actium Partners, Noah Kerner, Jeff Cruttenden, Link Ventures, Rise of the Rest, WTI, Techstars Ventures, Luma Launch, Halogen Ventures
Price per Share
$xx.xx
Shares Outstanding
6,264,340
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
N/A
Key Investors
Jackson Square Ventures, Fifth Third Bank, Northwestern Mutual Future Ventures, AARP, Rosecliff Ventures, Hack VC, Actium Partners, Noah Kerner, Jeff Cruttenden, Link Ventures, Rise of the Rest, WTI, Techstars Ventures, Luma Launch, Halogen Ventures
12/17/2019
Series A
$7.51MM
$xx.xx
$21.95MM
Link Ventures, Revolution, WTI, Halogen Ventures, Luma Launch, Techstars Ventures
Price per Share
$xx.xx
Shares Outstanding
6,862,572
Liquidation Pref Order
1
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
N/A
Key Investors
Link Ventures, Revolution, WTI, Halogen Ventures, Luma Launch, Techstars Ventures
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