Trust & Will Stock

trustandwill.comConsumer & Lifestyle / Consumer ApplicationsFounded: 2017Funding to Date: $31.63MM

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.

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Private Market Pricing DetailsValuation & Financings

Trust & Will Stock Price

Forge Price 1
Price not yet available
Last Closed Trade 2
Close Date
xx/xx/xx
Last Closed Trade Price
$xx.xx
Last Funding Round (LFR)
Date
xx/xx/xx
Price per Share
$xx.xx

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
01/24/2019 Series A-4 $336,923 $xx.xx $8.28MM Revolution, TechStars Ventures
Price per Share
$xx.xx
Shares Outstanding
236,936
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
Revolution, TechStars Ventures
01/24/2019 Series A-2 $583,577 $xx.xx $8.28MM Revolution, TechStars Ventures
Price per Share
$xx.xx
Shares Outstanding
463,893
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
Revolution, TechStars Ventures
01/24/2019 Series A-1 $583,577 $xx.xx $8.28MM Revolution, TechStars Ventures
Price per Share
$xx.xx
Shares Outstanding
463,893
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
Revolution, TechStars Ventures

Trust & Will investors also invested in these private companies

Leadership & Board

Leadership

Cody Barbo
Co-Founder & Chief Executive Officer
Daniel Goldstein
Co-Founder & Chief Operating Officer
Brian Lamb
Co-Founder & Chief Strategy Officer

Trust & Will stock FAQs

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Can you buy Trust & Will stock?

As Trust & Will is not publicly traded, purchasing its stock is not available to everyone. To buy the stock of a private companies like Trust & Will, you must be an accredited investor. If you meet the accreditation criteria, you can register for Forge’s Secondary Marketplace to buy private market stock. If you are not accredited, find out how to begin the process and qualify for new investment opportunities.
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How to buy Trust & Will stock?

To invest in a private company like Trust & Will through Forge, you must first qualify as an accredited investor. (Learn more about the accreditation process.)

  1. Create a free account to access Forge’s marketplace.
  2. Express your interest in specific investments. Within Forge Markets, you will find detailed pricing and financing information for thousands of private companies.
  3. Throughout this process, a dedicated Forge Private Market Specialist will be available to address any questions you may have and to guide you seamlessly through each step of the transaction.
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Can you sell Trust & Will stock?

Yes, you may sell the Trust & Will stock you currently own. Forge can help you facilitate the sale of your stock in a manner that aligns with your needs and the company’s interests. If you are looking for liquidity, register with us today to begin the process. A dedicated Forge Private Market Specialist will be available to address any questions you may have along the way.
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How to sell Trust & Will stock?

If you hold private company shares of Trust & Will – whether as an employee or an early investor – Forge can help you sell them.

  1. Create a free Forge account, this will give you access to Forge’s marketplace and to one of our experienced Private Market Specialist to answer any questions you might have.
  2. Indicate your interest to sell your Trust & Will on our platform.
  3. Work with your dedicated Private Market Specialist who’ll help guide you through every step of the transaction.
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Is Trust & Will a public company?

No, Trust & Will is a privately held company and is currently not publicly traded on any stock markets including NYSE or NASDAQ.
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What is Trust & Will’s stock price?

Trust & Will is a privately held company and therefore does not have a public stock price. However, you may access Trust & Will private market stock price with Forge Data.
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What is Trust & Will’s stock ticker symbol?

Trust & Will does not have an official ticker symbol because this company is not currently publicly traded.
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Can institutional investors buy and sell private market stocks?

Yes. As one of the largest trading platform for the private market, Forge helps institutional investors seek liquidity as they buy and sell private stock for their portfolios or their clients. Our private market specialists have decades of experience working with institutional firms. Learn more or register today to get started.

Trust & Will’s news and media highlights

Trust & Will, an online service for will and trust creation and probate process initiation, is reviewed by GOBankingRates. The platform is praised for its affordability and convenience, offering several package options to fit various budgets. However, the review notes that additional charges are applied for speaking to an attorney and refunds are only available within 30 days of purchase. The service receives a score of 4.9 out of 5.
Updated on: Nov 17, 2024

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