FreeWill
6.8#4 in estate planning softwareFree planFree planWeb
VisitFreeWill vs Yourefolio
Yourefolio
5.9#20 in estate planning softwareFrom $107.92 a monthWebAPI
VisitWhat both publish
| Fact | FreeWill | Yourefolio |
|---|---|---|
| Headquarters | LinkedIn lists New York City as the primary location and company headquarters. | Westlake, Ohio, United States |
FreeWill plans
- FreeWill estate planning toolsFree
- Estate-planning toolsFree
- Nonprofit Planned Giving and Smart Giving suitesPriced on request
Yourefolio plans
- Individual License (monthly option)$124 a month
- Individual License$1,295 a year
- Multiple/Enterprise LicensingPriced 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 Yourefolio if…
Yourefolio is aimed at attorneys, financial advisors, insurance professionals, Certified Financial Planners, banks, and large financial institutions. It fits professionals coordinating estate plans, trust funding, and client information.