Trust & Will, a San Diego, CA-based digital property planning firm, acquired a $4.5M funding from Curql.
The funding was a part of Belief & Will’s Sequence C spherical.
The corporate intends to make use of the funds to speed up the entry to property planning for credit score union members nationwide.
Led by CEO and President Nick Evens, Belief & Will is a supplier of a digital property planning platform within the U.S.
Its on-line options assist People to create wills, trusts, healthcare directives, and different important property planning paperwork used to state-specific legal guidelines. With a concentrate on entry and a guided expertise, it helps households plan for the longer term and defend their legacies.
The platform helps 17,000+ monetary advisors, together with 150+ enterprise companions and monetary establishments, together with AARP, Fifth Third Financial institution, LPL Monetary, UBS, and USAA.
With this addition, Belief & Will’s whole Sequence C funding will exceed $32M.
FinSMEs
22/04/2025
