About FreeWillFreeWill makes estate planning warm, intuitive, and totally free.So you can more easily care for the people and causes you love.FreeWillFRW_0b636010-015f-11ec-875f-bde70d83ea00Adults70% of adults in the U.S. do not have a will.Estate planning is traditionally considered complex, scary, and expensive. That’s why we set out to build a simple tool that anyone can use to create these important documents. All estate plans made using FreeWill are 100% legal and specifically tailored to your jurisdiction.Here at FreeWill, we also believe in the human instinct to do good—that’s why we’ve made charitable giving especially easy. To date, people have used our platform to commit more than $2.6B to nonprofit organizations.Nonprofit OrganizationsFreeWill really is free!Our no-cost estate planning tools are made possible by the support of hundreds of nonprofit organizations that work on meaningful issues.Many people who create their estate plans on FreeWill choose to leave a gift to a cause they care about, and we hope you’ll consider doing the same. It's never too soon to consider the legacy you want to leave behind.Jenny Xia SpradlingCo-CEO ~ Before FreeWill, Jenny worked at McKinsey and Bain Capital, where she helped launch the firm's first impact investment fund. She is also a cofounder of Paribus, later acquired by Capital One.Patrick SchmittCo-CEO ~ Before FreeWill, Patrick founded two nonprofit organizations and served as the Head of Innovation at Change.org, where he helped grow the organization to 100 million users in 4 years.FreeWill PartnersOur partners get results ~ We work with more than 600 nonprofits ranging from global human rights organizations to hospitals, religious institutions, universities, and museums.FeeWill Board of AdvisorsOur advisory board consists of noted national experts in trusts and estates who have made themselves available to us for consultation about evolving practices and other developments in the trusts and estates field. They serve pro bono in their individual capacities. Such participation does not represent an endorsement of FreeWill's services.Robert SitkoffJohn L. Gray Professor of Law, Harvard Law School ~ Professor Sitkoff is a leading authority on wills, trusts, estates, and fiduciary administration. His work has been published in leading scholarly journals such as the Yale Law Journal, Stanford Law Review, and Journal of Law and Economics. He is the lead author of Wills, Trusts, and Estates (10th ed. 2017), the most popular American coursebook on trusts and estates, and he is an editor of the Oxford Handbook of Fiduciary Law. Sitkoff serves as a Commissioner from Massachusetts for the Uniform Law Commission and a member of the Council (the board of directors) of the American Law Institute. In those capacities he has participated in the drafting of numerous uniform trusts and estates acts and the Restatements (Third) of Trusts and of Property (Wills and Other Donative Transfers). Sitkoff edits the Wills, Trusts, and Estates abstracting journal in the Social Science Research Network, is a past chair of the Section on Trusts and Estates of the Association of American Law Schools, and is an academic fellow of the American College of Trust and Estate Counsel.William P. LaPianaRita and Joseph Solomon Professor of Wills, Trusts, and Estates, New York Law School ~ Professor LaPiana has been active with the trusts and estates sections of both the New York State and the American Bar Associations, and is an academic fellow of the American College of Trust and Estate Counsel, serving on its Committees on State Laws and Legal Education. He is a member of the American Law Institute and served on the Members Consultative Groups for the Restatements (Third) of Trusts and of Property (Donative Transfers). Since 2009 he has been a member of the Office of Court Administration Surrogates Court Committee and has served on the New York City Bar Associations Surrogates Court and Trusts and Estate Committee since 2011.FreeWill FellowsIntroducing the FreeWill Fellows ~ FreeWill is fortunate to have the ongoing support and expertise of legal scholars and practicing attorneys from around the country. We are continuing to expand this support network through our FreeWill Fellows Program.The FreeWill Fellows are a group of attorneys with expertise in estate planning, committed to expanding Americans’ access to law, fostering innovation in legal services, and increasing charitable giving. They help support our mission by providing insights and updates regarding developments in the T&E laws of their jurisdiction, and may publish blog-length articles on our website to help raise public awareness of important estate planning considerations.If you are an estate planning attorney interested in being a FreeWill Fellow and would like to learn more, please contact our Associate General Counsel, Allison Lee (allison@freewill.com).Allison LeeAssociate General CounselCherished people and causes are more easily supported_0b636150-015f-11ec-875f-bde70d83ea00To help people do the most good for the people and causes they love_0b63620e-015f-11ec-875f-bde70d83ea00FocusOur mission is to help people do the most good for the people and causes they love.KindnessWe treat each other and the people that we serve with genuine care. We believe that's the best way to keep improving ourselves and our products.JoyWe work hard and make sure to have fun along the way. We believe that joy comes from doing worthwhile things alongside great people.CourageOur values guide the actions we take. We always try to do the right thing, especially when it scares us.Estate PlansEnable anyone to make an estate plan_0b636312-015f-11ec-875f-bde70d83ea001IndividualsEstate planning for everyone ~ Make the most important plans in life for free, from the comfort of your own home.Wills & TrustsCreate will and trusts_0b636484-015f-11ec-875f-bde70d83ea001.1EveryoneWHO IS THIS FOR?Everyone should make a will or living trust, regardless of wealth. Having a plan in place ensures that your wishes are known and saves your loved ones the stress and cost of intestate probate proceedings.Create a free will or trust to support the people and causes you care about most even after you’re gone. | WHAT CAN I DO WITH A WILL?With a valid will or trust, you can choose who gets your property, name guardians for your children, provide a home for your pets, and more. It only takes 20 minutes, and you can update your documents later if your plans change. | WILLS VS. TRUSTS ~ A last will and testament generally requires less maintenance and is well-suited for handling the needs of most people. If you live in California, you may want to make a revocable living trust instead to minimize the cost and delays of probate.Beneficiary DesignationsDocument and distribute assets that your last will and testament does not cover_0b639846-015f-11ec-875f-bde70d83ea001.2Document and distribute assets that your last will and testament does not cover, including 401ks, IRAs, and life insurance policies.Healthcare DirectivesMake plans for end-of-life medical care decisions_0b639918-015f-11ec-875f-bde70d83ea001.3Advance Healthcare Directive ~ Take the lead on your end-of-life medical care decisions. Make a plan now, so your family can respect your wishes.Financial Powers of AttorneyName those to make decisions property and finances when owners are unable to do so_0b6399cc-015f-11ec-875f-bde70d83ea001.4Name a person you trust to make decisions about your property and finances if you’re unable to do so.GiftsMake gifts easier for supporters to give and simpler for organizations to receive_0b639a80-015f-11ec-875f-bde70d83ea002NonprofitsDonorsWe build technology to make the most impactful gifts easier for supporters to give and simpler for organizations to receive.BequestsDrive legacy giving_0b639b7a-015f-11ec-875f-bde70d83ea002.1NonprofitsBequest Tool ~ Drive legacy giving to your organization by offering estate planning to all your supporters* A warm and intuitive interface for your supporters to plan their legacies and leave gifts to you.* Expert strategy and marketing support, with custom content written just for you.* Access to best-in-class data and analytics to help optimize your outreach campaigns.Charitable DistributionsEnable donors to give from their IRAs_0b639c9c-015f-11ec-875f-bde70d83ea002.2CharitiesDonorsQualified Charitable Distributions (QCD) Tool ~ A pain-free and tax-advantageous way for your donors to give charitably from their IRAs.* Help your fastest-growing donor group use their IRAs for tax-free charitable giving.* Get custom content, created in your voice, that you can use to reach your donors.* Make “mystery” checks a relic of the past by using our robust analytics to track incoming gifts.StocksMake it easy to accept stocks, ETFs, mutual funds, and bonds_0b639d96-015f-11ec-875f-bde70d83ea002.3CharitiesDonorsStock Gifts Tool ~ Supercharge your fundraising by making it easy to accept stocks, ETFs, mutual funds, and bonds.* Increase your donor pool by educating donors on a valuable way to give.* Turn intent into action with an easy, tax-savvy way to give gifts of appreciated stock.* Make “mystery” transfers a relic of the past by using our robust analytics to track incoming gifts.Estate CounselingEncourage users with complex estates to seek experienced Trusts & Estates counsel_0b639e68-015f-11ec-875f-bde70d83ea003Trust & Estate AttorneysAmericansFreeWill was created to help solve the crisis of estate planning in America. Despite the best efforts of many, studies reveal that the vast majority of Americans do not have an up-to-date estate plan. In fact, according to Gallup, the percentage of Americans with wills has decreased dramatically in the last 10 years.Empirical research indicates that many Americans have not made a will because they perceive estate planning to be scary, complicated, and expensive, and are therefore unwilling to engage. By providing user-friendly, simple and free self-help software, FreeWill hopes to overcome these perceptions and expand Americans’ access to law.We also seek to encourage and make it easier to incorporate charitable giving in the estate planning process.FreeWill loves T&E Attorneys ~ We recognize that our online tools aren't suitable for everyone. That's why we actively encourage users with complex estates to seek experienced Trusts & Estates counsel, while providing documented wishes to help facilitate the process.WishesProvide users with the option of printing a set of “documented wishes” summarizing their basic estate plan desires_0b639f30-015f-11ec-875f-bde70d83ea003.1Blended FamiliesLarge EstatesHow we support T&E attorneys ~ Estate planning can be overwhelming, so the ability to easily get started in the comfort of one’s own home leads to many more people actually making plans.While FreeWill’s free online tools can provide estate planning solutions appropriate for many Americans, we recognize that they are no substitute for experienced local counsel, and are less suitable for people with more complex situations, such as blended families or particularly large estates. That’s why we actively encourage these users to seek counsel, and provide them with the option of printing a set of “documented wishes” summarizing their basic estate plan desires, which they can bring with them to their attorney. If one of your clients brings a printout of their documented wishes, it’s because they used FreeWill to get their affairs in order in the comfort of their own home before working with you to establish the legal documents.AttorneysHelp users find attorneys_0b63a002-015f-11ec-875f-bde70d83ea003.2Selecting an attorney can be a daunting process. This is why we also provide users with links to several attorney-finding resources, including the directory of the ACTEC fellows and the American Bar Association’s “Hire a Lawyer” page.Assets & BeneficiariesHelp users document assets and name and update beneficiaries_0b63a14c-015f-11ec-875f-bde70d83ea003.3We also know that even for Americans who have experienced counsel, figuring out the most efficient way to update beneficiary designations for their non-probate assets can be a challenge. That’s why we launched our Beneficiaries product. This product asks a series of questions that helps users document those assets and figure out how to name or update their beneficiaries. These instructions are regularly updated to reflect any changes to the forms or processes made by the assets’ financial custodians. This Beneficiaries product is free for anyone to use, regardless whether they use the rest of our free estate planning suite.2021-08-19https://www.freewill.com/aboutOwenAmburOwen.Ambur@verizon.net