FT Partners Served as Financial Advisor to Trust & Will on its $25,000,000+ Series C Financing
Overview of Transaction
- On March 11, 2025, Trust & Will (“T&W”), the nation’s leading digital estate planning platform, announced that it secured ~$25 million in Series C financing led by Moderne Ventures with continued support from Northwestern Mutual Future Ventures, UBS, and Erie Strategic Ventures
- Founded in 2017, T&W empowers individuals to create trusts and wills while also partnering with financial advisors, attorneys, and institutions to make legacy planning more inclusive and affordable
- With 55% of Americans lacking an estate plan entirely, T&W enables a historically underserved and untapped market to be prepared for the ongoing $90 trillion wealth transfer between generations
- Over 1 million estate planning documents have been created on the platform, positioning T&W as one of the most trusted names by families, wealth advisors, and financial institutions
- T&W has accumulated an expansive network of over 110 financial institution partners and 17,000 wealth advisors on its platform through its diverse go-to-market strategy and distribution
- Moderne Ventures is a Chicago-based strategic venture capital firm established in 2015 that focuses on investing in technology companies across the real estate, finance, insurance, and home services sectors
Significance of Transaction
- This investment will be used to expand T&W’s estate planning platform and product offering, data infrastructure, and AI capabilities to provide financial advisors, attorneys, and other professionals with enhanced tools for delivering seamless, hands-off client experiences
- T&W also has significant synergies with Moderne Venture’s portfolio companies across PropTech, creating opportunities to integrate T&W’s estate planning into real estate transitions
FT Partners' Role
- FT Partners served as the exclusive financial and strategic advisor to Trust & Will, highlighting our domain expertise across Consumer Finance and WealthTech, along with our successful track record generating favorable outcomes for high-growth FinTech companies