
FreeWill
6.8#4 in estate planning softwareFree planFree planWeb
Visit

| Fact | FreeWill | Wealth.com |
|---|---|---|
| Founded | 2016 | A Wealth.com article states that the company was founded in 2022. |
| Funding | FreeWill reports a $30 million Series B led by Bain Capital Double Impact, following a Series A led by ICONIQ Growth. | Wealth.com announced a $65 million Series B on April 16, 2026, with investors including Titanium Ventures, PruVen Capital, K Fund, Dynasty, Schwab and GV. |
| Headquarters | LinkedIn lists New York City as the primary location and company headquarters. | Tempe, Arizona, United States |
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.
It suits financial advisors and institutions coordinating estate and tax planning, especially those who want document creation and scenario analysis in one platform. Clients use it through an advisor or wealth strategist.