Company profile: Trust & Will
1.1 - Company Overview
Company description
- Provider of a digital estate planning platform with legally valid, state-specific documents and information, including trust-based and will-based plans featuring revocable living trusts, pour-over wills, powers of attorney, healthcare directives, guardianship and asset distribution, plus probate guidance with varying assistance levels, up to full service by a licensed attorney.
Products and services
- Probate: Delivers tiered-service guidance and support for navigating the probate process, with options up to full service by a licensed attorney
- Trust-Based Estate Plan: Builds a state-specific plan featuring a revocable living trust, pour-over will, power of attorney, and healthcare directive to avoid probate court
- Will-Based Estate Plan: Architects a state-compliant package including a last will and testament, power of attorney, and healthcare directive, outlining guardianship for children and asset distribution
Key contacts
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Financial details
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1.2 - Competitors and similar companies to Trust & Will
INSZoom
HQ: United States
Website
- Description: Provider of cloud-based immigration and compliance case management software for law firms, corporations, and HR professionals, spanning immigration forms, stakeholder relationship, and case/practice management. Offers U.S., Canadian, and global case processing with configurable workflows, automated events, alerts, invoicing, and case tracking, plus an enterprise version with customized HR portal and advanced case initiation. Services in the U.S., U.K., Canada, and Australia.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
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- Total funding raised: $●●●m
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Halsalls
HQ: United Kingdom
Website
- Description: Provider of legal services specializing in personal injury litigation.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
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Prodagio
HQ: United States
Website
- Description: Provider of software that automates and enhances business processes in accounts payable, contract management, and case management. Developed by Imagitek and used by leading commercial and government organizations; proven in the world's largest corporations.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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FormSwift
HQ: United States
Website
- Description: Provider of a cloud-based service enabling individuals and businesses to create, customize, sign, edit, and download business, legal, personal, real estate, and tax forms. Offers document templates; online PDF editing (text, eSignatures, erase, redact, highlight); and libraries of small business, personal, real estate, and tax forms including W2, 1099-NEC/MISC/INT, W9, and pay stubs.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full FormSwift company profile →
Shoobx
HQ: United States
Website
- Description: Provider of equity management solutions for private companies, combining cap table management, corporate governance, fundraising tools, and documentation. Offers real-time cap table and document management, integrated 409A valuations, fundraising and scenario modeling, an automated secure data room, and centralized HR onboarding with standard/custom forms and IP/employment agreements.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Shoobx company profile →
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2.M&A buyers
2.1 Potential strategic acquirers in the sector
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2.2 - Strategic buyer groups for Trust & Will
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Buyer group 3: ████████ ████████
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Key Products: ████████, ████████, ████████, ████████
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to Trust & Will
2.2 - Growth funds investing in similar companies to Trust & Will
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4 - Top valuation comps for Trust & Will
4.2 - Public trading comparable groups for Trust & Will
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