Trust & Will Secures Fourth Consecutive Spot on Inc. 5000

Building a company that sustains momentum over several years is a rare feat, yet Trust & Will has managed to navigate shifting markets and an evolving estate planning industry to maintain its growth trajectory. The company reported a 312% revenue increase over the past three years, cementing its status as a fixture in the fintech sector. Since its 2023 debut on the Inc. 5000 at No. 363, the firm has consistently placed among the top honorees, backed by a platform now serving over one million families.

This year’s ranking follows a period of aggressive expansion, including the rollout of AI-powered tools for attorneys and a successful partnership with Fifth Third Bank that has protected more than $10 billion in estate assets. Beyond the Inc. 5000, the firm has garnered industry recognition, including a spot on the Financial Times' list of the fastest-growing companies in the Americas and a Personal Finance Product of the Year award from FinTech Breakthrough. Today, Trust & Will coordinates with a network of 26,000 financial advisors and 145 enterprise partners, managing over $300 billion in self-reported assets.