EstateView vs FreeWill
EstateView
estateview.com
FreeWill
freewill.comSide by side
| Figure | EstateView | FreeWill |
|---|---|---|
| Price from | $41.67/mo | Free |
| Free plan | — | Yes |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| Plans published | 2 | 3 |
| Spec score · Estate Planning Software | 8.1 (#8) | 8.4 (#5) |
| Headquarters | Clearwater, Florida, United States | LinkedIn lists New York City as the primary location and company headquarters. |
| Security | EstateView says it completed a SOC 2 Type II examination and makes the report available on request. | FreeWill encrypts data at rest with AES-256 GCM and encrypts data in transit using modern SSL/TLS settings. |
| Support | EstateView lists phone support Monday to Friday, 9am–5pm Eastern, and says callers reach someone who uses the software. | FreeWill directs users with questions to its Help Center and support team, including [email protected]. |
Plans
FreeWill
- Estate-planning toolsFree
- FreeWill estate planning toolsFree
- Nonprofit Planned Giving and Smart Giving suitesPriced on request
In their own words
EstateView
EstateView has no write-up on Specifiction yet; its figures are above.
FreeWill
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.