Trust & Will IPO

trustandwill.com

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.

Founded2017
Total Funding to Date$31.63MM
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Trust & Will Ticker Symbol

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Major Investors for Trust & Will

Jackson Square Ventures
Hack VC
Halogen Ventures
Rosecliff Ventures
UBS

Trust & Will Funding Rounds and IPO Valuation

Date Funding Round Funding Raised Price per Share IPO Valuation
1/10/2022 Series B-4, B-5, and B-6 $13MM raised $XXX.XX $XXX.XX
11/17/2020 Series B-1, B-2, and B-3 $9.62MM raised $XXX.XX $XXX.XX
12/17/2019 Series A $7.51MM raised $XXX.XX $XXX.XX
1/24/2019 Series A-1, A-2, and A-4 $1.5MM raised $XXX.XX $XXX.XX
Based on primary financings
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