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FreeWill

freewill.com

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Spec score 8.4 #2 of 20 in Planned Giving Software

What it is

FreeWill provides web-based tools for making wills and other estate-planning documents. Its questionnaire takes about 20 minutes, and its documents can be used in all 50 states and Washington, D.C. Users can make unlimited free edits and re-finalize updated versions. Tools include wills, revocable living trusts, beneficiary designations, financial powers of attorney, advance healthcare directives, and supplemental needs trusts. Users can include charitable gifts in their plans, and FreeWill partners with more than 2,400 nonprofits and businesses. Its nonprofit platform offers staff gift visibility, verified donor contact information, campaign analytics, and alerts for new commitments. Giving support includes donor-advised funds, stock and securities gifts, qualified charitable distributions, and cryptocurrency. FreeWill's plan costs $0.00 per free and requires no credit card; it includes a last will and testament, a California revocable living trust, an advance healthcare directive, and a financial power of attorney. FreeWill says it encrypts data at rest and in transit and does not sell users' personal data. The company cautions that online estate planning may not suit complex needs and encourages those users to seek legal counsel.

Spec sheet

What it does
FreeWill provides online estate-planning documents for individuals and fundraising technology for nonprofits.Read 15 Oct 2026 · nonprofits.freewill.com
Security
FreeWill encrypts data at rest with AES-256 GCM and encrypts data in transit using modern SSL/TLS settings.Read 30 Sep 2026 · freewill.com
Privacy
FreeWill says it does not sell users’ personal data to third parties.Read 30 Sep 2026 · help.freewill.com
Compliance
FreeWill reports successful completion of an AICPA SOC 2 Type II audit and says its 2025 report is available on request.Read 30 Sep 2026 · freewill.com
Support
FreeWill directs users with questions to its Help Center and support team, including [email protected].Read 30 Sep 2026 · freewill.com
Headquarters
LinkedIn lists New York City as the primary location and company headquarters.Read 15 Oct 2026 · linkedin.com
Founded
2016Read 28 Sep 2026 · freewill.com
API and SDK availability
An independent API directory reports no public developer portal, OpenAPI specification, SDK or API documentation.Read 15 Oct 2026 · apis.io
Beneficiary designations
The beneficiary tool covers non-probate assets such as 401(k)s, IRAs and life insurance.Read 15 Oct 2026 · webflow.freewill.com
Charitable giving
Users can include charitable gifts in their estate plans, and FreeWill partners with more than 2,400 nonprofits and businesses.Read 30 Sep 2026 · freewill.com
Company founding
FreeWill says it was founded at Stanford University in 2017 by Jenny Xia Spradling and Patrick Schmitt.Read 15 Oct 2026 · nonprofits.freewill.com
Company legal name
Crunchbase identifies the operating legal name as FreeWill Co.Read 15 Oct 2026 · crunchbase.com
Company size
LinkedIn lists FreeWill as a privately held company with 51–200 employees.Read 15 Oct 2026 · linkedin.com
Core purpose
FreeWill provides online estate-planning tools that let people create legal wills and other documents.Read 30 Sep 2026 · freewill.com
Crypto fee
FreeWill states that its crypto donation tool charges zero transaction fees to supporters.Read 15 Oct 2026 · nonprofits.freewill.com
Crypto gifts
Its crypto tool supports more than 300 cryptocurrencies and automatically converts gifts into cash grants.Read 15 Oct 2026 · nonprofits.freewill.com
Document updates
Users can make unlimited free edits to their documents and re-finalize updated versions.Read 30 Sep 2026 · freewill.com
Donor-advised funds
The Smart Giving Suite lets supporters make donor-advised-fund grants to participating nonprofits.Read 15 Oct 2026 · nonprofits.freewill.com
Estate-planning tools
The platform includes wills, revocable living trusts, beneficiary designations, financial powers of attorney, advance healthcare directives, and supplemental needs trusts.Read 30 Sep 2026 · nonprofits.freewill.com
Featureships
National or regional Featureships place a nonprofit in front of unaffiliated FreeWill will-makers.Read 15 Oct 2026 · nonprofits.freewill.com
Financial power of attorney
Users can appoint someone to manage financial accounts and bills if they become unable to do so.Read 15 Oct 2026 · webflow.freewill.com
Funding
FreeWill reports a $30 million Series B led by Bain Capital Double Impact, following a Series A led by ICONIQ Growth.Read 15 Oct 2026 · nonprofits.freewill.com
Giving integrations
FreeWill supports donor-advised funds, stock and securities gifts, qualified charitable distributions, and cryptocurrency giving.Read 30 Sep 2026 · nonprofits.freewill.com
Healthcare directive
The platform includes an advance healthcare directive for recording medical wishes and appointing a decision-maker.Read 15 Oct 2026 · webflow.freewill.com
Help documentation
The Help Center contains articles covering wills and trusts, beneficiary designations, accounts, troubleshooting, donations and powers of attorney.Read 15 Oct 2026 · help.freewill.com
Legal limitation
FreeWill says online estate planning may not suit people with complex needs and encourages them to seek legal counsel.Read 30 Sep 2026 · freewill.com
Limit: complex estates
WalletGrower reports no attorney consultation, no general revocable living trust and limited support for conditional or complex beneficiary arrangements.Read 15 Oct 2026 · walletgrower.com
Limit: editing workflow
WalletGrower says updates require redoing the will rather than editing it in place.Read 15 Oct 2026 · walletgrower.com
Limit: nonprofit cost
G2’s review summary identifies high cost for smaller organizations as a recurring concern.Read 15 Oct 2026 · g2.com
Limit: technical navigation
Caring.com says navigating edits can be difficult for users who are not comfortable with complex computer tasks.Read 15 Oct 2026 · caring.com
Living trust availability
Revocable living trusts are offered to California residents.Read 15 Oct 2026 · webflow.freewill.com
Microsite integration
FreeWill builds branded planned-giving microsites that integrate FreeWill products and other tools.Read 30 Sep 2026 · nonprofits.freewill.com
Nonprofit platform
FreeWill gives nonprofit staff gift visibility, verified donor contact information, real-time campaign analytics, and alerts for new commitments.Read 30 Sep 2026 · nonprofits.freewill.com
Notable 2026 news
FreeWill says it acquired Grant Assistant and launched a Tax Law Hub; it also scheduled its first Giving Season Summit for September 10, 2026.Read 15 Oct 2026 · nonprofits.freewill.com
Planned Giving Suite
Nonprofits can solicit legacy gifts through wills, trusts, beneficiary designations and gift-intent forms.Read 15 Oct 2026 · nonprofits.freewill.com
Praise: free and easy
Trustpilot reviewers commonly describe the service as easy to navigate and valuable because comparable legal documents can cost hundreds of dollars.Read 15 Oct 2026 · trustpilot.com
Praise: simple estates
Independent WalletGrower testing found the will, healthcare directive and power of attorney usable for straightforward estates at $0.Read 15 Oct 2026 · walletgrower.com
Praise: usability and support
G2 reviewers repeatedly praise ease of use, accessible explanations, campaign help and responsive customer support.Read 15 Oct 2026 · g2.com
Privacy limitation
FreeWill states that no information system is completely secure and it cannot guarantee absolute security.Read 15 Oct 2026 · freewill.com
Privacy scope
The privacy notice says the service collects identity, family, asset, healthcare and charitable-gift information submitted in documents and donation tools.Read 15 Oct 2026 · freewill.com
QCDs
The Smart Giving Suite supports qualified charitable distributions directly from donors’ IRAs.Read 15 Oct 2026 · nonprofits.freewill.com
Rating on Caring.com
4.8 out of 5 from the Trustpilot score cited by Caring.com; Caring.com reports favorable user feedback.Read 15 Oct 2026 · caring.com
Rating on G2
4.9 out of 5 from 18 reviewsRead 15 Oct 2026 · g2.com
Rating on Trustpilot
4.9 out of 5 from 4,825 reviewsRead 15 Oct 2026 · trustpilot.com
Reporting
FreeWill Portal provides customizable reports, donor-outreach tracking and dashboards for gift and traffic trends.Read 15 Oct 2026 · nonprofits.freewill.com
Security encryption
FreeWill says data is encrypted in transit and at rest with AES-256 GCM, with root keys stored in an HSM.Read 15 Oct 2026 · freewill.com
Self-hosting
FreeWill is delivered as a hosted web service; its public materials describe no self-hosted deployment option.Read 15 Oct 2026 · nonprofits.freewill.com
SOC 2
The company says it completed an AICPA SOC 2 Type II audit and can provide its 2025 report on request.Read 15 Oct 2026 · freewill.com
Stock fee
The Smart Giving Suite lists a 1% stock-liquidation transaction fee capped at $1,000 per transaction.Read 15 Oct 2026 · nonprofits.freewill.com
Stock gifts
FreeWill accepts stocks, ETFs, bonds and other securities and can liquidate them so nonprofits receive cash proceeds.Read 15 Oct 2026 · nonprofits.freewill.com
Strategy and support
Partners receive a dedicated strategist, customized content, training, campaign toolkits and industry reports.Read 15 Oct 2026 · nonprofits.freewill.com
Supported jurisdictions
FreeWill documents can be used in all 50 states and Washington, D.C.Read 30 Sep 2026 · freewill.com
Widgets and microsites
Nonprofits receive custom widgets, websites and branded planned-giving microsites with calls to action.Read 15 Oct 2026 · nonprofits.freewill.com
Will creation
Users complete a guided questionnaire and receive a printable, state-specific will that can be updated.Read 15 Oct 2026 · webflow.freewill.com
Will creation time
The will questionnaire takes about 20 minutes to complete.Read 30 Sep 2026 · freewill.com

Plans and prices

Estate-planning tools Free No credit card required; unlimited updates Will · advance healthcare directive · financial power of attorney · beneficiary designations · revocable living trust for California residents Read 15 Oct 2026 · webflow.freewill.com
FreeWill estate planning tools Free No credit card required Last Will & Testament · Revocable Living Trust (California) · Advance Healthcare Directive · Financial Power of Attorney Read 30 Sep 2026 · freewill.com
Nonprofit Planned Giving and Smart Giving suites Priced on request Custom subscription pricing; no public price Legacy gifts · DAFs · stocks and securities · QCDs · crypto · portal · custom sites/widgets · strategist and training services Read 15 Oct 2026 · nonprofits.freewill.com

Every FreeWill plan and price →

Strong points and limits

Strong points

  • Documents can be used in all 50 states and Washington, D.C.
  • Users can make unlimited free edits
  • Includes wills, trusts, directives, and powers of attorney
  • Supports charitable gifts and multiple giving types
  • No credit card is required for the free plan

Limits

  • The included revocable living trust is for California
  • Online estate planning may not suit complex needs

Who it suits

It suits people seeking online tools for common estate-planning documents and those who want to include charitable gifts. FreeWill says people with complex needs may need legal counsel instead.

Verdict

FreeWill offers a broad set of free estate-planning tools, with unlimited edits and charitable-giving options. Its own guidance cautions that online planning may not suit complex needs.

Where Specifiction places it

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