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FreeWill
LinkedIn lists New York City as the primary location and company headquarters.
What it is
FreeWill is a web-based estate-planning service for creating legal wills and related 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 finalize updated versions. Available tools include wills, revocable living trusts, beneficiary designations, financial powers of attorney, advance healthcare directives, and supplemental needs trusts. The free plan requires no credit card and lists a last will and testament, a California revocable living trust, an advance healthcare directive, and a financial power of attorney. Users may include charitable gifts in their plans; FreeWill also partners with more than 2,400 nonprofits and businesses. Its nonprofit tools provide gift visibility, verified donor contacts, campaign analytics, and alerts about new commitments. FreeWill supports several kinds of giving, including donor-advised funds, stock and securities, qualified charitable distributions, and cryptocurrency. The company says it encrypts stored and transmitted data and does not sell personal data. It cautions that online planning may not fit complex needs and encourages legal counsel in those cases.
For and against
For
- Documents can be used in all 50 states and Washington, D.C.
- Unlimited free edits and re-finalization are available.
- Includes wills, trusts, directives, and powers of attorney.
- Supports multiple charitable-giving methods.
Against
- Online planning may not suit complex needs.
- Document storage is not included.
The verdict
FreeWill combines a free online document toolkit with options for charitable giving and nonprofit planned-giving support. People with complex estate needs should consider the company's recommendation to seek legal counsel.
Who it suits
FreeWill may suit people who want to prepare estate-planning documents online and make charitable gifts part of their plans. Nonprofits seeking planned-giving tools may also find its staff features relevant.
Plans and prices
Estate-planning tools
Will · advance healthcare directive · financial power of attorney · beneficiary designations
Read 15 Oct 2026 · webflow.freewill.com
FreeWill estate planning tools
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
Legacy gifts · DAFs · stocks and securities · QCDs
Read 15 Oct 2026 · nonprofits.freewill.com
On the record
- API and SDK availability
- An independent API directory reports no public developer portal, OpenAPI specification, SDK or API documentation.apis.io · read 15 Oct 2026
- Beneficiary designations
- The beneficiary tool covers non-probate assets such as 401(k)s, IRAs and life insurance.webflow.freewill.com · read 15 Oct 2026
- Charitable giving
- Users can include charitable gifts in their estate plans, and FreeWill partners with more than 2,400 nonprofits and businesses.freewill.com · read 30 Sep 2026
- Company founding
- FreeWill says it was founded at Stanford University in 2017 by Jenny Xia Spradling and Patrick Schmitt.nonprofits.freewill.com · read 15 Oct 2026
- Company legal name
- Crunchbase identifies the operating legal name as FreeWill Co.crunchbase.com · read 15 Oct 2026
- Company size
- LinkedIn lists FreeWill as a privately held company with 51–200 employees.linkedin.com · read 15 Oct 2026
- Compliance
- FreeWill reports successful completion of an AICPA SOC 2 Type II audit and says its 2025 report is available on request.freewill.com · read 30 Sep 2026
- Core purpose
- FreeWill provides online estate-planning tools that let people create legal wills and other documents.freewill.com · read 30 Sep 2026
- Crypto fee
- FreeWill states that its crypto donation tool charges zero transaction fees to supporters.nonprofits.freewill.com · read 15 Oct 2026
- Crypto gifts
- Its crypto tool supports more than 300 cryptocurrencies and automatically converts gifts into cash grants.nonprofits.freewill.com · read 15 Oct 2026
- Document updates
- Users can make unlimited free edits to their documents and re-finalize updated versions.freewill.com · read 30 Sep 2026
- Donor-advised funds
- The Smart Giving Suite lets supporters make donor-advised-fund grants to participating nonprofits.nonprofits.freewill.com · read 15 Oct 2026
- Estate-planning tools
- The platform includes wills, revocable living trusts, beneficiary designations, financial powers of attorney, advance healthcare directives, and supplemental needs trusts.nonprofits.freewill.com · read 30 Sep 2026
- Featureships
- National or regional Featureships place a nonprofit in front of unaffiliated FreeWill will-makers.nonprofits.freewill.com · read 15 Oct 2026
- Financial power of attorney
- Users can appoint someone to manage financial accounts and bills if they become unable to do so.webflow.freewill.com · read 15 Oct 2026
- Funding
- FreeWill reports a $30 million Series B led by Bain Capital Double Impact, following a Series A led by ICONIQ Growth.nonprofits.freewill.com · read 15 Oct 2026
- Giving integrations
- FreeWill supports donor-advised funds, stock and securities gifts, qualified charitable distributions, and cryptocurrency giving.nonprofits.freewill.com · read 30 Sep 2026
- Healthcare directive
- The platform includes an advance healthcare directive for recording medical wishes and appointing a decision-maker.webflow.freewill.com · read 15 Oct 2026
