Everplans
7.5#2 in estate planning softwareFrom $8.33 a monthFree planiOSWebAPI
VisitEverplans vs FreeWill
What both publish
| Fact | Everplans | FreeWill |
|---|---|---|
| Company size | LinkedIn lists Everplans as a privately held New York company with 11–50 employees. | LinkedIn lists FreeWill as a privately held company with 51–200 employees. |
| Compliance | Everplans states that it is HIPAA compliant and has completed a SOC 2 Type II examination. | FreeWill reports successful completion of an AICPA SOC 2 Type II audit and says its 2025 report is available on request. |
| Funding | A 2014 Everplans release said the company had raised more than $3.45 million in seed funding, including a $2.075 million round. | FreeWill reports a $30 million Series B led by Bain Capital Double Impact, following a Series A led by ICONIQ Growth. |
Everplans plans
- Everplans - FreeFree
- Everplans FreeFree
- Everplans Premium$99.99 a year
FreeWill plans
- FreeWill estate planning toolsFree
- Estate-planning toolsFree
- Nonprofit Planned Giving and Smart Giving suitesPriced on request
Pick Everplans if…
Everplans suits individuals and families who want to organize household documents, information, and personal decisions in one place. Financial advisors can access Everplans Professional on the web, while individuals can use the iOS app for personal Everplan tasks.
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.