Everplans vs FreeWill
Everplans
everplans.com
FreeWill
freewill.comSide by side
| Figure | Everplans | FreeWill |
|---|---|---|
| Price from | $8.33/mo | Free |
| Free plan | Yes | Yes |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | — |
| API | Yes | — |
| Plans published | 3 | 3 |
| Spec score · Estate Planning Software | 9.1 (#1) | 8.4 (#5) |
| Company size | LinkedIn lists Everplans as a privately held New York company with 11–50 employees. | LinkedIn lists FreeWill as a privately held company with 51–200 employees. |
| Compliance | Everplans states that it is HIPAA compliant and has completed a SOC 2 Type II examination. | FreeWill reports successful completion of an AICPA SOC 2 Type II audit and says its 2025 report is available on request. |
| Funding | A 2014 Everplans release said the company had raised more than $3.45 million in seed funding, including a $2.075 million round. | FreeWill reports a $30 million Series B led by Bain Capital Double Impact, following a Series A led by ICONIQ Growth. |
| Rating on Trustpilot | 3.2 out of 5 from 1 review | 4.9 out of 5 from 4,825 reviews |
| Security encryption | Everplans says data at rest uses AES-256 plus public/private-key encryption and data in transit uses SSL with 2048-bit certificates and perfect-forward-secrecy support. | FreeWill says data is encrypted in transit and at rest with AES-256 GCM, with root keys stored in an HSM. |
| Self-hosting | The public product pages describe a hosted web service and iOS app and provide no self-hosting option. | FreeWill is delivered as a hosted web service; its public materials describe no self-hosted deployment option. |
| Support | The help center offers troubleshooting, billing, security, content and account articles and directs users to email support for human help. | FreeWill directs users with questions to its Help Center and support team, including [email protected]. |
| What it does | Everplans is a digital vault and planning app for organizing vital documents, household information and personal wishes, then sharing selected sections with trusted people. | FreeWill provides online estate-planning documents for individuals and fundraising technology for nonprofits. |
Plans
FreeWill
- Estate-planning toolsFree
- FreeWill estate planning toolsFree
- Nonprofit Planned Giving and Smart Giving suitesPriced on request
In their own words
Everplans
Everplans helps people organize, store, and securely share important information, documents, and personal decisions. Its planning system guides users through bite-size tasks, and the free plan includes algorithm-led guidance, a content library, and storage for up to three items. Premium costs $99.99 a year and adds unlimited items, premium content, specialized checklists, and secure sharing with trusted people called Deputies. Everplans says it sends reminders and alerts about important dates. The service is available on the web and iOS. The iOS app supports Face ID or Touch ID, contact imports, document uploads, and scanning key information from IDs. Premium users can import basic financial account details through Plaid, but balances are not imported and some institutions or accounts are unsupported. Everplans describes encryption for stored data and communications, says it is HIPAA compliant, and has undergone a SOC 2 Type II examination. It also offers a web-based professional service for financial advisors and states that it is not a licensed healthcare provider, medical professional, law firm, or financial advisory firm.
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.