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FreeWill vs Legacy Suite

Both stand on planned giving software. Which one you can start free with, which one lets you read the code, and what each costs once you pay.

FreeWill

Free plan Web

FreeWill covers several common estate-planning documents, with free edits and a no-cost plan. Its own guidance says people with complex needs should seek legal counsel.

Visit FreeWill

Legacy Suite

Free plan Web
Visit Legacy Suite

The facts

FreeWillLegacy Suite
Free planYesYes
Open sourceNot publishedNot published
Runs onWebWeb
Lowest paid planFree or on requestNot published
Plans published3None
MakerNot publishedNot published
Websitefreewill.comlegacysuite.com
On planned giving software#1 of 20#4 of 20

FreeWill: what it does well

  • Documents can be used in all 50 states and Washington, D.C.
  • Unlimited free edits and re-finalization are available.
  • The free plan requires no credit card.
  • Includes several estate-planning document types.
  • Supports charitable gifts and multiple giving methods.

What to know first

  • Online planning may not suit complex needs.
  • Document storage is not included.

Legacy Suite: what it does well

    Alternatives to FreeWill Alternatives to Legacy Suite The whole list