FreeWill
6.8#4 in estate planning softwareFree planFree planWeb
VisitFreeWill vs Vanilla
What both publish
| Fact | FreeWill | Vanilla |
|---|---|---|
| Founded | 2016 | 2019 |
| Headquarters | LinkedIn lists New York City as the primary location and company headquarters. | Bellevue, Washington, United States |
FreeWill plans
- FreeWill estate planning toolsFree
- Estate-planning toolsFree
- Nonprofit Planned Giving and Smart Giving suitesPriced on request
Vanilla plans
- AdvancedPriced on request
- ExpertPriced on request
- EnterprisePriced on request
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 Vanilla if…
Vanilla is for financial advisors, planners, and attorneys serving clients across the wealth spectrum. It may suit firms that want estate planning tools, scenario modeling, integrations, and implementation support.