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  • About Trust & Will We're making estate planning simple, affordable, and accessible with a design-first approach and amazing customer support.
  • Website https://trustandwill.com
  • Location San Diego, CA
  • Industry Legal Tech
  • Social

The Challenge

With little to no experience with SOC 2 compliance, we conducted months of research. That research only confirmed our feeling that SOC 2 was going to be an overwhelming task. The demand for SOC 2 reports has only continued to grow as Trust & Will has ramped up partnerships and secured funding. Despite our rapid growth, we still wanted to be prepared for SOC 2 and not have to make a mad dash to get there in the future.

The Solution

What we were looking for in a solution was a product that streamlined the process to get and stay SOC 2 audit-ready and one that minimized the need to be a security and compliance expert. With the amount of work that goes into implementing a security program, we wanted a solution that could automate the manual effort involved in proving the strength of that security program during and in between annual audits.

Why Drata?

We chose Drata because it was the best solution on the market, the team is absolutely fantastic, and we love supporting other local San Diego startups! We felt confident Drata would put us on the most efficient path towards continuous SOC 2 compliance, allowing us to continue to prioritize the data security of our growing customer base.

Ready to Put SOC 2 on Autopilot?

The Result

Drata has us off to an absolute running start, through a wonderful onboarding experience and deep integrations with our tool sets. We are already months ahead of where we would have been otherwise! From creating policies to increased security internally and externally, we are prioritizing the right things as we focus on growth. Drata's platform has guided us and allowed us to identify our areas of greatest need. We believe anyone could utilize Drata, regardless of their level of technical or compliance knowledge.

What's Next for Trust & Will?

Improving our security posture will impact our company immensely. It will increase the overall trust in our product, and will open up larger partnership opportunities for us in the future.


My experience with Drata has exceeded expectations. The security policy creation process was a breeze. The dashboard is so easy to use, and it shows us our security posture in real-time. We save time and effort, leading to less stresss as we rapidly scale. Drata automates the mind numbing maintenance and evidence collection, so my attention is given only when needed. The Customer Success team has been an excellent resource. They are so quick to answer questions, it's very comforting knowing they're there for us.

Devin Ledesma - Software Engineer II, Trust & Will

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