Case Study: Trust & Will achieves SOC 2 compliance and secure scaling with Drata

How Trust & Will Prioritized Security While Doubling in Size

Trust & Will, a San Diego–based Legal Tech company simplifying estate planning, faced growing demand for SOC 2 reports as it scaled partnerships and funding. With little SOC 2 experience and competing priorities during rapid growth, Trust & Will needed a solution to get audit-ready and maintain continuous compliance without becoming security experts—so they turned to Drata and its SOC 2 automation platform.

Drata provided onboarding, deep integrations, automated evidence collection, and policy-generation tools that streamlined SOC 2 readiness and ongoing maintenance. As a result, Trust & Will says Drata put them “months ahead” of where they would have been, improved internal and external security posture, saved time and reduced stress, and positioned the company to win larger partnerships.

Trust & Will

Devin Ledesma

Software Engineer