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.)
Every tier includes access to all four packages. You choose what fits your situation.
Healthcare Power of Attorney, Advance Directive, and Financial Power of Attorney.
Everything in Essentials, plus a Last Will & Testament.
Simple Revocable Trust and Pour-Over Will for streamlined asset protection.
Enhanced Revocable Trust with credit shelter provisions and trust protector features.
Three tiers designed to meet you where you are. From self-directed planning to institutional-grade wealth architecture. No hidden fees.
The full software platform + legal documents + attorney network. completely self-directed.
Platform access plus 1 one-on-one advisory session, the kind of guidance previously available only to corporations and large institutions.
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.
Complete legal coverage beyond estate planning. The on-call attorney access most people never knew they could have.
Everything in estate planning plus the on-call attorney access most people never knew they could have.
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.
Our $349 DIY tier beats competitors who charge $349–$499 for documents alone. We include professional financial tools and attorney access on top.
The $549 Guided Advisory tier brings the FreeBridge relationship to life with a dedicated 1-on-1 strategy session that used to be available only to companies and large institutions.
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.