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Curql, a collective of over 130 credit unions jointly investing in fintech, has invested $4.5 million in Trust & Will, creating a new CUSO that will give credit unions the opportunity to invest in and offer specialized estate planning services to their members, the two organizations announced Tuesday.
The investment was part of Trust & Will’s Series C funding round that began last month, and brought the company’s total Series C funding to more than $32 million.
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Trust & Will, founded in 2017, is a digital estate planning platform provider that has helped more than one million users create wills, trusts, health care directives and other essential estate planning documents tailored to state-specific laws. It partnered with its first credit union in 2018 and has since worked with more than 200 credit unions.
According to Curql, the investment aligns with its 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.
“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,” Curql President/CEO Nick Evens said. “We’re proud to back a fintech that’s not only delivering innovation, but doing it the credit union way.”
What’s more, Trust & Will said it is joining the National Association of Credit Union Service Organizations (NACUSO) as a Platinum Partner, giving it access to exclusive industry insights, collaborative networking opportunities, and strategic partnerships that will accelerate its impact on credit unions nationwide.
“Credit unions have long been champions of financial security, helping members build and protect their wealth through every stage of life,” Trust & Will CEO & Co-Founder Cody Barbo said. “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.”
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Natasha Chilingerian
Natasha Chilingerian has been immersed in the credit union industry for over a decade. She first joined CU Times in 2011 as a freelance writer, and following a two-year hiatus from 2013-2015, during which time she served as a communications specialist for Xceed Financial Credit Union (now Kinecta Federal Credit Union), she re-joined the CU Times team full-time as managing editor. She was promoted to executive editor in 2019. In the earlier days of her career, Chilingerian focused on news and lifestyle journalism, serving as a writer and editor for numerous regional publications in Oregon, Louisiana, South Carolina and the San Francisco Bay Area. In addition, she holds experience in marketing copywriting for companies in the finance and technology space. At CU Times, she covers People and Community news, cybersecurity, fintech partnerships, marketing, workplace culture, leadership, DEI, branch strategies, digital banking and more. She currently works remotely and splits her time between Southern California and Portland, Ore.
