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Head-to-head · Planned Giving Software

FreeWill vs Gifted Legacies

  • Updated Sep 2026
  • Both researched from official sources
  • 3 checks side by side
Higher score FreeWill #1 in Planned Giving Software 9.0/10 Free plan Free plan✓ 0 of 3 features Visit FreeWill
Gifted Legacies #6 in Planned Giving Software 6.9/10 Pricing on request ✓ 1 of 3 features Request a demo

FreeWill leads on 1 check, Gifted Legacies on 1, and 1 is even. Who comes out ahead on the 3 yes/no, price and count checks where we have data for both products. The editor score weighs everything else too.

Our verdict

  • Highest scoreFreeWill · 9.0/10
  • Free planonly FreeWill
  • Most featuresGifted Legacies · 1 of 3

FreeWill scores higher on our rubric for planned giving software: 9.0 against 6.9 out of 10; our editors rank them #1 and #6.

FreeWill offers free plan; Gifted Legacies doesn't publish it. Gifted Legacies offers bequest documentation; FreeWill doesn't publish it.

FreeWill is the better fit for individuals creating wills and basic estate documents. Gifted Legacies is the better fit for teams managing legacy gifts from inquiry to completion.

  • FreeWill fits best

    Individuals creating wills and basic estate documents

  • Gifted Legacies fits best

    Teams managing legacy gifts from inquiry to completion

Advertiser disclosure: iTechGuides is reader-supported. We may earn a commission when you click some links. How we rank.

Side by side

Feature FreeWill 9.0/10 Visit ↗ Gifted Legacies 6.9/10 Visit ↗
At a glance
Editor score 9.0 6.9
Ranking #1 in Planned Giving Software #6 in Planned Giving Software
Best for Individuals creating wills and basic estate documents Teams managing legacy gifts from inquiry to completion
Pricing model Free Paid
Starting price Not published Not published
Free plan ✓ (best) Not published
Free trial — —
Deployment Cloud Cloud
Platforms Web Web
Support Email, Docs Email, Phone
Built for Solo Small business, Mid-market, Enterprise
Features FreeWill 0/3 · Gifted Legacies 1/3
Bequest documentation Not published ✓ (best)
Gift calculators Not published —
Gift administration Not published Not published
Specs
Gift types supported Not published Not published
CRM integrations Not published Not published
Our review
Pros
  • Creates wills, healthcare directives, and financial powers of attorney online
  • Includes beneficiary planning and unlimited free document edits
  • Provides state-specific signing and witnessing instructions
  • Combines legacy marketing with segmented promotional mailings.
  • Automates communications, notifications, tasks and reminders.
  • Tracks legators, executors, gift values and probate-to-completion administration.
Cons
  • Revocable living trust creation is limited to California residents
  • Documents are downloaded or printed, not stored as maintained copies
  • Focused on individual estate planning, not nonprofit gift-program administration
  • Pricing requires contacting the vendor for a demo.
  • Runs on the web as a cloud deployment.
  • Gift calculators are not included.
Our verdict

FreeWill is a web-based self-help service for individuals creating estate-planning documents. It supports online creation of a last will and testament, an advance healthcare directive, and a durable financial power of attorney. Users can…

Read the review →

Gifted Legacies is a cloud-based legacy management system from Westwood Forster for charities and other organisations managing legacy gifts. It brings marketing, communications with pledgers and administration from probate to completion…

Read the review →
  1. FreeWillPlanned Giving Software 9.0Free plan
  2. Gifted LegaciesPlanned Giving Software 6.9Pricing on request

Strengths and trade-offs

  • FreeWill — where it wins

    • Creates wills, healthcare directives, and financial powers of attorney online
    • Includes beneficiary planning and unlimited free document edits
    • Provides state-specific signing and witnessing instructions

    Where it doesn't

    • Revocable living trust creation is limited to California residents
    • Documents are downloaded or printed, not stored as maintained copies
    • Focused on individual estate planning, not nonprofit gift-program administration

  • Gifted Legacies — where it wins

    • Combines legacy marketing with segmented promotional mailings.
    • Automates communications, notifications, tasks and reminders.
    • Tracks legators, executors, gift values and probate-to-completion administration.

    Where it doesn't

    • Pricing requires contacting the vendor for a demo.
    • Runs on the web as a cloud deployment.
    • Gift calculators are not included.
  • FreeWill9.0/10 · Free plan

    Free online estate-document creation for individuals, with a California-only living trust.

    Visit FreeWillFull verdict →
  • Gifted Legacies6.9/10 · Pricing on request

    A cloud-based system for managing legacy gifts from inquiry through administration.

    Request a demoFull verdict →

More comparisons

All planned giving software comparisons → · Full ranking →

Reviewed by iTechGuides Editors · Editorial team · Updated Sep 2026

Last updated · How we research and update