Trust & Will Secures $4.5M to Expand Estate Planning for Credit Union Members

Trust & Will, the industry leader in digital estate planning, announced a $4.5 million investment from Curql. The investment is part of Trust & Will’s Series C round and reinforces the company’s commitment to expanding access to estate planning for credit union members nationwide. With this addition, Trust & Will’s total Series C funding will exceed $32 million.

As an innovator in the financial services space, Trust & Will has helped more than one million Americans begin their legacy planning journey, and this strategic investment will enable even greater integration within the credit union ecosystem.

“Forming a CUSO isn’t just a step forward – it’s a signal of deep commitment to the credit union movement. Trust & Will understands how credit unions operate, and this move brings estate planning even closer to the core of member service,” said Nick Evens, President & CEO of Curql. “We’re proud to back a fintech that’s not only delivering innovation, but doing it the credit union way.”

Curql, a collaborative ecosystem of over 130 credit unions jointly investing in fintech, which exists to bring emerging fintech to credit unions, saw an immediate opportunity in Trust & Will’s mission. The investment aligns with Curql’s focus on transforming financial services for credit unions and their members by ensuring they have access to the next generation of financial tools and technology.

“Credit unions have long been champions of financial security, helping members build and protect their wealth through every stage of life,” said Cody Barbo, CEO & Co-Founder of Trust & Will. “Estate planning is a natural extension of that mission; providing families with the protection and peace of mind they deserve. From our first credit union partnership to now forming a CUSO, we’ve witnessed the trust and care credit unions bring to their communities. With Curql’s support, we’re making it easier than ever for credit union members to secure their legacies and strengthen their financial futures.”

The investment and CUSO formation also resonate across the credit union movement, from large institutions to local, community-driven organizations that prioritize personalized service. For many credit unions, estate planning aligns with their mission of empowering members with financial security, but traditional options often feel out of reach due to complexity and cost.

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