FreeWill vs Wealth.com
FreeWill
freewill.com
Wealth.com
wealth.comSide by side
| Figure | FreeWill | Wealth.com |
|---|---|---|
| Price from | Free | — |
| Free plan | Yes | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | — | Yes |
| Android | — | Yes |
| API | — | Yes |
| Plans published | 3 | 3 |
| Spec score · Estate Planning Software | 8.4 (#5) | 7.7 (#12) |
| Spec score · Legal Forms Software | 8.4 (#8) | 7.7 (#17) |
| Founded | 2016 | A Wealth.com article states that the company was founded in 2022. |
| Funding | FreeWill reports a $30 million Series B led by Bain Capital Double Impact, following a Series A led by ICONIQ Growth. | Wealth.com announced a $65 million Series B on April 16, 2026, with investors including Titanium Ventures, PruVen Capital, K Fund, Dynasty, Schwab and GV. |
| Headquarters | LinkedIn lists New York City as the primary location and company headquarters. | Tempe, Arizona, United States |
| Security | FreeWill encrypts data at rest with AES-256 GCM and encrypts data in transit using modern SSL/TLS settings. | Wealth.com says it has completed a SOC 2 Type 2 audit and encrypts data in transit with TLS 1.2+ and at rest with AES 256-bit encryption. |
| Support | FreeWill directs users with questions to its Help Center and support team, including [email protected]. | Wealth.com states that it offers U.S.-based live chat, phone and email support, with average initial chat response under 90 seconds. |
| What it does | FreeWill provides online estate-planning documents for individuals and fundraising technology for nonprofits. | Wealth.com provides financial advisors and wealth-management firms with an AI-powered platform combining estate planning, tax intelligence and client financial data. |
Plans
FreeWill
- Estate-planning toolsFree
- FreeWill estate planning toolsFree
- Nonprofit Planned Giving and Smart Giving suitesPriced on request
Wealth.com
- Estate PlanningPriced on request
- Estate Planning + Tax PlanningPriced on request
- Tax PlanningPriced 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.
Wealth.com
Wealth.com is an AI-powered estate and tax planning platform for financial advisors and institutions, with tools to create estate documents and assess client plans. Advisors can create revocable trusts, pour-over wills, last wills and testaments, financial powers of attorney, advance health care directives and guardianship nominations. Scenario Builder lets them examine tax implications, estate distributions and planning opportunities against a client’s current plan. Ester AI extracts, summarizes and visualizes estate plans and tax documents to surface client insights. Clients access the service through an advisor or wealth strategist, using a portal to view reports, upload documents and connect assets and liabilities. Listed integrations include Addepar, Advyzon, Carta, Charles Schwab, Coinbase, eMoney, Goldman Sachs Custody Solutions, Orion, Redtail, Salesforce, Black Diamond and Wealthbox; firms can also use the proprietary API and SFTP for custom connections. The company says data is stored in the U.S., encrypted in transit with TLS 1.2+ and at rest with AES 256-bit encryption, and not sold. It reports a completed SOC 2 Type 2 audit. Pricing is on request, with annual contracts payable in full or quarterly.