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FreeWill vs Trust & Will

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

Trust & Will

Free plan AndroidAPIiPhone+1

Trust & Will offers plans for wills and trusts, with a free starting option and optional attorney access. Review the plan contents and state availability, and account for the required signing and notarization.

Visit Trust & Will

The facts

FreeWillTrust & Will
Free planYesYes
Open sourceNot publishedNo
Runs onWebAndroid, API, iPhone, Web
Lowest paid planFree or on requestEssentials membership: $49 a year
Plans published36
MakerNot publishedNot published
Websitefreewill.comtrustandwill.com
On planned giving software#1 of 20#2 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.

Trust & Will: what it does well

  • Free option for estate plan creation
  • Will Plan includes a power of attorney
  • Trust Plan includes a revocable living trust
  • Mobile apps allow document review and asset tracking

What to know first

  • Documents must be signed and notarized to be legally binding
  • Editing and plan updates are website-only
  • Attorney Support is unavailable in seven states
  • The service does not provide legal advice

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