Will & Trust Flow Questions

Access handy PDFs that lay out all of the questions included in our user flows

While many Americans willingly embrace our free, easy-to-use estate planning tools, others prefer to review a written resource first, before beginning the online process. 

 

All of the questions covered in our online will and Revocable Living Trust flows have now been formatted into handy PDFs for you and your donors.

 

Complete the form to the right (below mobile) to access the PDFs.

 

Note: User-facing walkthroughs of all FreeWill products are coming soon. Stay tuned!

Download the resources

Looking for more partner resources?

Head back to the Partner Resource Hub to find more resources on outreach, messaging, and industry research.

 

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Copyright © 2024 FreeWill Co., a Delaware Public Benefit Corporation. All rights reserved. FreeWill offers online self-help solutions for common estate planning needs and related educational content. Estate planning may implicate both state and federal laws, and estate planning needs will differ based on personal circumstance and applicable law. FreeWill is not a law firm and its services are not substitutes for an attorney’s advice. The information here is provided for educational purposes only and is not intended to provide, and should not be construed as providing legal or tax advice. This information is general in nature and is not intended to serve as the primary or sole basis for investment or tax-planning decisions. Use of FreeWill's services is subject to the Terms of Service & Privacy Notice.

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