Trust & Will Company Profile, Contacts & Intelligence

Technology, Information And InternetSan Diego, California, United States147 employeesFounded 2017
2 contacts with email or phone data2 with email data2 with phone data
View verified contacts Compare competitors
Employees
147
Company source estimate
Reachable Contacts
2
Visible contacts with email or phone data
Contacts With Email
2
2 of 4 visible contacts
Departments
6
Mapped contact coverage

Trust & Will Overview

Founded in 2017, Trust & Will is the leading digital estate planning platform in the U.S., trusted by over one million individuals and families. Our simple, secure, and attorney-approved online solutions help Americans create wills, trusts, healthcare directives, and other essential estate planning documents tailored to state-specific laws. With a focus on accessibility and a guided experience, we’re transforming how families plan for the future and protect their legacies. In 2025, we launched EstateOS™, the first intelligent platform built to modernize how legacies are planned, managed, and preserved. EstateOS powers dynamic, connected estate plans for families, and introduces AI-enabled workflows, document intelligence, and multi-party collaboration tools for professionals. Our platform supports over 20,000 financial advisors and 200+ enterprise partners and institutions — including AARP, Fifth Third Bank, LPL Financial, UBS, and USAA. By integrating estate planning into client services, we help professionals enable multi-generational wealth conversations, deepen relationships, and drive long-term impact. With more than one million users and $200+ billion in self-reported estate assets, Trust & Will is redefining estate planning as a strategic pillar of modern financial care. Recognized for innovation and leadership, Trust & Will has earned spots on the CNBC Disruptor 50, Inc. 5000, and Deloitte Technology Fast 500™ lists. Learn more at trustandwill.com.

Headquarters
San Diego, California, United States
Website
trustandwill.com
Industry
Technology, Information And Internet
Founded
2017
Phone Number
Available in AeroLeads
Company Email
Available in AeroLeads
investment research

Trust & Will Contact Intelligence

See which contact channels and departments are represented in the visible AeroLeads data.

2 contacts with contact data
2 with email data and 2 with phone data in the visible sample.
6 departments represented
Visible contacts with email or phone data are mapped to these departments.
6 company-domain emails
Visible contacts using Trust & Will's company email domain.
General
7
Executive
3
IT
3
Sales
2
HR
1
Operations
1

Trust & Will People & Org Chart Preview

Sample people records show job titles and whether email or phone data is available without exposing raw contact details.

J
Jennifer Villamin
Founder of Sojourn Trekkr - Outdoor Industry - Rei Path Ahead Embark Alumni - Former Restaurateur
EP
A
Aaron Burcell
EP
D
Dale Sperling
J
Jill Nebeker

Trust & Will Workforce Composition

Seniority breakdown across 24 visible profiles.

Individual contributor
9
Manager
5
Senior / Lead
4
Executive
3
Director
2
Associate / junior
1

Trust & Will Technology & Talent

Technology-related job titles represented in the visible people data.

Engineering
3
Data / AI
1
Product / design
1

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