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EncorEstate Plans vs FreeWill

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FreeWill

6.8#4 in estate planning softwareFree plan
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What both publish

FactEncorEstate PlansFreeWill
Founded20212016
HeadquartersLiberty Lake, Washington, United StatesLinkedIn lists New York City as the primary location and company headquarters.

EncorEstate Plans plans

  • Business Assignments$100, paid once
  • Powers Only Plan$125, paid once
  • Visual Plan Summary$150, paid once
  • Deed Filing$300, paid once
  • Will-Based Plan$400, paid once
  • Trust-Based Plan$650, paid once

FreeWill plans

  • FreeWill estate planning toolsFree
  • Estate-planning toolsFree
  • Nonprofit Planned Giving and Smart Giving suitesPriced on request

Pick EncorEstate Plans if…

It is for certified financial advisors with a CRD, rather than consumers. It may suit advisors seeking estate documents, trust funding, and access to human planner support.

Pick FreeWill if…

FreeWill suits people looking for online estate-planning documents and the ability to revise them. People with complex needs should consider the service’s recommendation to seek legal counsel.

Charts they share