A complete platform combining financial wellness tools, estate planning documents, with attorney access built with financial sovereignty in mind.
From a simple questionnaire to signed estate documents in four easy steps.
Complete a simple, user-friendly questionnaire. No jargon, no complexity. Just straightforward questions to build your complete financial picture.
Choose the document package that fits your needs, from essentials to advanced trusts. Every tier includes access to all four packages.
Have a unique or complex situation? Our attorney network is standing by for extraordinary cases, specialty scenarios, and any guidance you need along the way.
Receive your completed estate documents, sign them, and notarize where required. Your legacy is protected and your affairs are in order. (Online notary can be arranged.)
All four document types are included in your plan. You choose what fits your situation.
Outlines how your assets are distributed, names an executor, and designates guardians for minor children. Standard Will preparation is covered, with options for annual updates.
Specifies your healthcare and life-support preferences in the event you become terminally ill or unable to communicate your wishes.
Grants a trusted person the legal authority to manage your medical (Healthcare Proxy) or financial affairs if you become incapacitated.
Attorneys provide guidance and assist in creating, reviewing, or administering legal trusts — like Living or Revocable Trusts — for more complex estate needs.
Two options designed to meet you where you are. Complete legal coverage from $49.95/mo, or a fully custom engagement for those who want everything. No hidden fees.
Everything in estate planning plus the on-call attorney access most people never knew they could have.
A bespoke financial architecture engagement. FreeBridge designs and implements a Private Reserve Banking™ strategy tailored to your complete wealth picture, the kind of approach historically reserved for family offices and institutions.
See how FreeBridge stacks up against the competition.
Ethos at $349, Trust & Will at $499. One-time fees for documents alone.
Competitors charge $19–$50/year just for document maintenance.
YNAB and Monarch Money charge $100–$120/year for budgeting alone.
Enterprise-grade financial planning tools are typically B2B only, with advisors paying $3K–$5K/year. We include them in every tier.
Trust & Will's $75M in funding validates the hybrid pricing model (one-time + annual renewal) over pure subscription. FreeBridge delivers more value at every price point.
Process over product. That's the FreeBridge difference.
Estate planning documents, 24/7 attorney access, IRS defense, and more — for less than most people spend on a streaming service. Competitors charge this for documents alone.
On-call attorney access for any legal matter — not just estate planning. Letters written, calls made, and representation provided on your behalf. The kind of coverage most people didn't know existed.
Clients aren't locked into one document package. Choose what fits your situation and update anytime.
Attorney access included in every tier. A unique differentiator that competitors charge extra for or simply don't offer.
The Private Reserve Strategy tier opens the door to wealth-preservation and banking alternatives that corporations and family offices have used for decades. Now architected for individuals.