FreeWill
6.8#4 in estate planning softwareFree planFree planWeb
VisitFreeWill vs Trust & Will
Trust & Will
8.0#1 in legal forms softwareFrom $4.08 a monthFree planAndroidiOSWebAPI
VisitWhat both publish
| Fact | FreeWill | Trust & Will |
|---|---|---|
| Founded | 2016 | 2017 |
| Funding | FreeWill reports a $30 million Series B led by Bain Capital Double Impact, following a Series A led by ICONIQ Growth. | The company’s founding-story page says it closed a Series B funding round raising more than $15 million. |
| Headquarters | LinkedIn lists New York City as the primary location and company headquarters. | The Google Play developer listing gives the address as 1111 6th Ave, Suite 550, San Diego, California 92101, United States. |
| Legal limitation | FreeWill says online estate planning may not suit people with complex needs and encourages them to seek legal counsel. | Its terms say the service ends when documents are delivered and Trust & Will is not responsible for notarization, recording or later steps. |
| Limit: complex estates | WalletGrower reports no attorney consultation, no general revocable living trust and limited support for conditional or complex beneficiary arrangements. | An independent software comparison says support is limited for advanced tax strategies, unusual family or business arrangements and coordinated multi-jurisdiction planning. |
FreeWill plans
- FreeWill estate planning toolsFree
- Estate-planning toolsFree
- Nonprofit Planned Giving and Smart Giving suitesPriced on request
Trust & Will plans
- Basic membershipFree
- Essentials membership$49 a year
- Will Plan$199, paid once
- Attorney Support$299, paid once
- Attorney support add-on$299 a year
- Trust Plan$499, paid once
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.
Pick Trust & Will if…
Trust & Will may suit people who want to prepare estate planning documents online, including wills or trusts. Its app supports document review and asset tracking, while editing and plan changes are done on the website.