{"id":94,"date":"2025-03-13T10:29:06","date_gmt":"2025-03-13T10:29:06","guid":{"rendered":"https:\/\/tech.sprunkis.org\/?p=94"},"modified":"2025-03-13T10:29:07","modified_gmt":"2025-03-13T10:29:07","slug":"revolutionizing-estate-planning-trust-will-secures-25-million-in-series-c-funding","status":"publish","type":"post","link":"https:\/\/lucky.awradzonita.org\/index.php\/2025\/03\/13\/revolutionizing-estate-planning-trust-will-secures-25-million-in-series-c-funding\/","title":{"rendered":"Revolutionizing Estate Planning: Trust &amp; Will Secures $25 Million in Series C Funding"},"content":{"rendered":"\n<p>Trust &amp; Will, a San Diego-based firm, has raised $25 million in Series C funding, bringing its total to $75 million, to revolutionize estate planning with technology. Led by Moderne Ventures, with support from Northwestern Mutual Future Ventures and UBS Next, the company blends AI and human oversight to offer accessible, state-compliant estate planning. CEO Cody Barbo stresses that this hybrid model boosts clarity and confidence, tackling the gap where 83% of Americans see estate planning as vital, yet only 31% have wills.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/tech.sprunkis.org\/wp-content\/uploads\/2025\/03\/post-27459-1024x576.webp\" alt=\"\" class=\"wp-image-95\" srcset=\"https:\/\/lucky.awradzonita.org\/wp-content\/uploads\/2025\/03\/post-27459-1024x576.webp 1024w, https:\/\/lucky.awradzonita.org\/wp-content\/uploads\/2025\/03\/post-27459-300x169.webp 300w, https:\/\/lucky.awradzonita.org\/wp-content\/uploads\/2025\/03\/post-27459-768x432.webp 768w, https:\/\/lucky.awradzonita.org\/wp-content\/uploads\/2025\/03\/post-27459-1536x864.webp 1536w, https:\/\/lucky.awradzonita.org\/wp-content\/uploads\/2025\/03\/post-27459.webp 1920w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>The firm targets a traditionally costly, slow industry, partnering with giants like Bank of America and USAA to reach underserved communities. High-profile ambassadors Matthew Stafford and Kelly Stafford boost awareness, normalizing legacy planning. Trust &amp; Will\u2019s online platform simplifies the process, appealing to a digital-savvy generation while aiming to make estate planning inclusive, not elite. Barbo\u2019s vision\u2014\u201cevery family deserves access\u201d\u2014drives a compassionate approach, merging tech with empathy to reshape how families secure their futures. As it grows, Trust &amp; Will is poised to set new industry standards in a sector primed for change.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/tech.sprunkis.org\/wp-content\/uploads\/2025\/03\/post-27459-1024x576.webp\" alt=\"\" class=\"wp-image-95\" srcset=\"https:\/\/lucky.awradzonita.org\/wp-content\/uploads\/2025\/03\/post-27459-1024x576.webp 1024w, https:\/\/lucky.awradzonita.org\/wp-content\/uploads\/2025\/03\/post-27459-300x169.webp 300w, https:\/\/lucky.awradzonita.org\/wp-content\/uploads\/2025\/03\/post-27459-768x432.webp 768w, https:\/\/lucky.awradzonita.org\/wp-content\/uploads\/2025\/03\/post-27459-1536x864.webp 1536w, https:\/\/lucky.awradzonita.org\/wp-content\/uploads\/2025\/03\/post-27459.webp 1920w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>Trust &amp; Will, a San Diego-based firm, has raised $25 million in Series C funding, bringing its total to $75 million, to revolutionize estate planning with technology. Led by Moderne Ventures, with support from Northwestern Mutual Future Ventures and UBS Next, the company blends AI and human oversight to offer accessible, state-compliant estate planning. CEO Cody Barbo stresses that this hybrid model boosts clarity and confidence, tackling the gap where 83% of Americans see estate planning as vital, yet only 31% have wills. The firm targets a traditionally costly, slow industry, partnering with giants like Bank of America and USAA <\/p>\n","protected":false},"author":1,"featured_media":95,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-94","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-technology","has_thumb"],"_links":{"self":[{"href":"https:\/\/lucky.awradzonita.org\/index.php\/wp-json\/wp\/v2\/posts\/94","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/lucky.awradzonita.org\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/lucky.awradzonita.org\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/lucky.awradzonita.org\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/lucky.awradzonita.org\/index.php\/wp-json\/wp\/v2\/comments?post=94"}],"version-history":[{"count":1,"href":"https:\/\/lucky.awradzonita.org\/index.php\/wp-json\/wp\/v2\/posts\/94\/revisions"}],"predecessor-version":[{"id":96,"href":"https:\/\/lucky.awradzonita.org\/index.php\/wp-json\/wp\/v2\/posts\/94\/revisions\/96"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/lucky.awradzonita.org\/index.php\/wp-json\/wp\/v2\/media\/95"}],"wp:attachment":[{"href":"https:\/\/lucky.awradzonita.org\/index.php\/wp-json\/wp\/v2\/media?parent=94"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/lucky.awradzonita.org\/index.php\/wp-json\/wp\/v2\/categories?post=94"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/lucky.awradzonita.org\/index.php\/wp-json\/wp\/v2\/tags?post=94"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}