Head-to-head · Estate Planning Software
EncorEstate Plans vs FreeWill
EncorEstate Plans leads on 2 checks, FreeWill on 1, and 3 are even. Who comes out ahead on the 6 yes/no, price and count checks where we have data for both products. The editor score weighs everything else too.
Our verdict
- Highest scoreEncorEstate Plans · 9.6/10
- Free planboth
- Most featuresEncorEstate Plans · 4 of 5
EncorEstate Plans scores higher on our rubric for estate planning software: 9.6 against 7.7 out of 10; our editors rank them #1 and #4.
FreeWill offers beneficiary planning; EncorEstate Plans doesn't publish it. EncorEstate Plans offers attorney review; FreeWill doesn't publish it. EncorEstate Plans offers document storage; FreeWill doesn't.
EncorEstate Plans is the better fit for full U.S. plans with human review. FreeWill is the better fit for free basic estate planning.
- EncorEstate Plans fits best
Full U.S. plans with human review
- FreeWill fits best
Free basic estate planning
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Side by side
| Feature | EncorEstate Plans 9.6/10 Visit ↗ | FreeWill 7.7/10 Visit ↗ |
|---|---|---|
| At a glance | ||
| Editor score | 9.6 | 7.7 |
| Ranking | #1 in Estate Planning Software | #4 in Estate Planning Software |
| Best for | Full U.S. plans with human review | Free basic estate planning |
| Pricing model | Free plan + paid | Free |
| Starting price | Not published | Not published |
| Free plan | ✓ | ✓ |
| Free trial | — | — |
| Deployment | Cloud | Cloud |
| Platforms | Web | Web |
| Support | Email, Live chat, Phone | Email, Docs |
| Compliance | SOC 2 | SOC 2 |
| Built for | Solo, Small business, Mid-market, Enterprise | Solo |
| Features EncorEstate Plans 4/5 · FreeWill 3/5 | ||
| Trust support | ✓ | ✓ |
| Power of attorney | ✓ | ✓ |
| Beneficiary planning | Not published | ✓ (best) |
| Attorney review | ✓ (best) | Not published |
| Document storage | ✓ (best) | — |
| Specs | ||
| Planning scope | Full_estate_plan | Full_estate_plan |
| State coverage | 50 states | Not published |
| Our review | ||
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| Our verdict | EncorEstate Plans is estate-planning software for financial advisors and their clients. It supports state-specific will-based and trust-based plans across 50 states, along with financial and health-care powers of attorney, advance… Read the review → |
FreeWill is a web-based, self-help estate-planning service for individuals who want to prepare core documents online without a paid plan. Its workflow covers an online last will and testament, advance healthcare directive, durable… Read the review → |
Strengths and trade-offs
EncorEstate Plans — where it wins
- State-specific wills and revocable living trusts across 50 states
- Human document review, quality control, and optional attorney review
- Trust funding, deed filing, and advisor-branded client workflows
Where it doesn't
- Web-only access limits platform choice
- Pay-as-you-go pricing can be harder to budget at scale
- Attorney review is optional rather than included in every plan
FreeWill — where it wins
- Covers wills, healthcare directives, powers of attorney, and beneficiaries
- Unlimited free edits with download, print, and email options
- Includes state-specific signing and witnessing instructions
Where it doesn't
- Revocable living trusts are limited to California residents
- Documents are not maintained as stored copies by FreeWill
- No attorney review is included
- EncorEstate Plans9.6/10 · Free plan · paid from $100
A full, human-reviewed estate planning workflow for advisors and their clients.
Visit siteFull verdict → - FreeWill7.7/10 · Free plan
A broad free estate-planning package for individuals who can finalize documents themselves.
Visit FreeWillFull verdict →
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Reviewed by iTechGuides Editors · Editorial team · Updated Sep 2026
Last updated · How we research and update






