Trust & Will Secures $4.5 Million to Enhance Estate Planning for Credit Union Members

Trust & Will Receives Major Investment to Elevate Estate Planning

In a significant move aimed at enhancing estate planning accessibility for credit union members across the country, Trust & Will, a leader in the digital estate planning industry, has successfully garnered a $4.5 million investment from Curql. This funding marks an important milestone in their Series C round, propelling Trust & Will’s total funding in this phase to over $32 million.

Since its inception in 2017, Trust & Will has remained at the forefront of digital estate planning, helping more than one million Americans embark on their legacy planning journeys. This latest financial boost is set to further integrate their services within the credit union ecosystem, reflecting a deeper commitment to their mission of financial wellness.

Partnership and Ecosystem Expansion

Trust & Will’s collaboration with credit unions began in 2018 and has expanded from a single partnership to over 200 credit unions today. This investment will support Trust & Will in establishing a Credit Union Service Organization (CUSO), a structure that aligns with the Curql ecosystem. The CUSO will empower credit unions to offer specialized estate planning services that cater to the unique financial wellness needs of their members.

Nick Evens, President and CEO of Curql, highlighted the significance of this move, stating, "Forming a CUSO is not just a step forward; it's a signal of deep commitment to the credit union movement. Trust & Will understands how credit unions operate, bringing estate planning closer to core member services." With Curql backing this initiative, Trust & Will aims to deliver innovative services tailored specifically for credit unions and their members.

The Mission: Ensuring Access to Estate Planning

Cody Barbo, CEO and Co-Founder of Trust & Will, emphasized the natural alignment of estate planning with credit unions’ missions of financial security. "Estate planning is an essential extension of that mission, providing families with the protection and peace of mind they need. This partnership and investment will simplify the estate planning process for credit union members, ensuring they can secure their legacies and build a stronger financial future."

The establishment of the CUSO and the investment from Curql mirror the overarching goals of the credit union movement, whether it be large institutions or local, community-focused organizations. Estate planning, traditionally viewed as complex and costly, can become more accessible through this collaborative effort.

A Comprehensive Approach to Financial Wellness

As part of its growth strategy, Trust & Will is also joining the National Association of Credit Union Service Organizations (NACUSO) as a Platinum Partner. This membership will provide essential insights, networking opportunities, and partnerships that can further accelerate Trust & Will’s impact within the credit union sector. The partnership signifies Trust & Will’s dedication to making estate planning an integral component of comprehensive financial wellness strategies for credit union members.

Curql’s investment is poised to benefit credit unions and their members by making estate planning solutions more user-friendly and accessible. By fostering stronger industry collaboration and driving financial innovation, Trust & Will is redefining what modern estate planning looks like today. Having already garnered recognition for innovation and leadership, Trust & Will continues to be a trusted platform for individuals and families looking to secure their legacies.

As this partnership unfolds, one thing is clear: Trust & Will is not only setting a new standard in estate planning but reinforcing the vital role of credit unions in empowering their communities with financial security and peace of mind.