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Trust & Will raises $15m in Series B funding

San Diego based estate planning platform raised $15m in Series B funding led by Jackson Square Ventures.

The company disclosed that it has had 160,000 users sign up for the company’s services since its launch in mid-2018. Trust & Will today has three products: a trust-based estate plan, a will-based estate plan, and “Guardian,” which is a sort of simpler setup for parents with kids. Customers pay an upfront setup fee based on which product they choose, and then they pay a smaller recurring annual subscription fee.

Tags

wealth management, estate planning