FreeWill vs Gentreo
FreeWill
freewill.comGentreo
gentreo.comSide by side
| Figure | FreeWill | Gentreo |
|---|---|---|
| Price from | Free | $12.50/mo |
| Free plan | Yes | — |
| Free trial | — | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| Plans published | 3 | 2 |
| Spec score · Legal Forms Software | 8.4 (#8) | 7.8 (#15) |
| Headquarters | LinkedIn lists New York City as the primary location and company headquarters. | Quincy, Massachusetts, United States |
| Legal limitation | FreeWill says online estate planning may not suit people with complex needs and encourages them to seek legal counsel. | Gentreo states it is not a law firm and does not provide legal advice or review documents for legal sufficiency or completeness. |
| Security | FreeWill encrypts data at rest with AES-256 GCM and encrypts data in transit using modern SSL/TLS settings. | Gentreo says vault data is encrypted, uses bank-level security, and cites SOC 2 certified security standards. |
| Support | FreeWill directs users with questions to its Help Center and support team, including [email protected]. | Institutional partners can receive onboarding, training, co-branded materials, educational resources, and a dedicated account manager. |
Plans
FreeWill
- Estate-planning toolsFree
- FreeWill estate planning toolsFree
- Nonprofit Planned Giving and Smart Giving suitesPriced on request
Gentreo
- All-inclusive estate planning$150 a year
- Business / partner licensingPriced on request
In their own words
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.
Gentreo
Gentreo provides guided online estate planning and life milestone support for individuals and families. Its documents include a Last Will and Testament, Revocable Living Trust, Financial Power of Attorney, Health Care Proxy, and pet documents, with access to a Digital Family Vault. The company says its guided process creates state-specific documents described as valid across all 50 states and Washington, DC. The vault can hold estate, medical, financial, property, and pet-care information, plus legacy videos. Users choose what to share with Gentreo Circle members, who get free Team Memberships with viewing and download access. Gentreo says vault data is encrypted, uses bank-level security, and cites SOC 2 certified security standards. Users can start creating documents for free and pay to finalize them. The all-inclusive plan is $150 a year, billed $150 for the first year and then $50/year, and includes unlimited updates. Gentreo is web-based; its responsive site works on phones and tablets, but there is no mobile app. The company says it is not a law firm and does not provide legal advice or review documents for legal sufficiency or completeness.