{
  "publisher": "WillsVerdict",
  "url": "https://willsverdict.com/methodology/",
  "license": "CC BY 4.0. Attribution with a link to the source page.",
  "lastChecked": "2026-11-15",
  "recheckEveryDays": 45,
  "notes": "Values are recorded exactly as each provider publishes them. \"amount\" is a numeric helper; read it together with \"value\".",
  "providers": [
    {
      "name": "Trust & Will",
      "site": "trustandwill.com",
      "facts": [
        {
          "key": "will_price",
          "label": "Will, one person",
          "value": "$199",
          "amount": 199,
          "source": "https://trustandwill.com/compare",
          "checked": "2026-11-15",
          "note": "Will plan."
        },
        {
          "key": "will_price_couple",
          "label": "Will, couple",
          "value": "$299",
          "amount": 299,
          "source": "https://trustandwill.com/compare",
          "checked": "2026-11-15",
          "note": "Will plan."
        },
        {
          "key": "trust_price",
          "label": "Living trust, one person",
          "value": "$499",
          "amount": 499,
          "source": "https://trustandwill.com/compare",
          "checked": "2026-11-15",
          "note": "Trust plan, includes a pour-over will."
        },
        {
          "key": "trust_price_couple",
          "label": "Living trust, couple",
          "value": "$599",
          "amount": 599,
          "source": "https://trustandwill.com/compare",
          "checked": "2026-11-15",
          "note": "Trust plan."
        },
        {
          "key": "annual_fee",
          "label": "Ongoing yearly cost",
          "value": "$49/year",
          "amount": 49,
          "source": "https://help.trustandwill.com/hc/en-us/articles/40539706784525-How-to-Understand-Manage-Your-Membership",
          "checked": "2026-11-15",
          "note": "Essentials membership, optional: you can choose \"No, thanks\" at checkout. Auto-renews if you add it."
        },
        {
          "key": "attorney_addon",
          "label": "Attorney support add-on",
          "value": "+$299",
          "amount": 299,
          "source": "https://trustandwill.com/compare",
          "checked": "2026-11-15",
          "note": "Shown on both the will and trust plans."
        },
        {
          "key": "attorney_plan",
          "label": "Attorney-drafted plan (complex needs)",
          "value": "From $1,499",
          "amount": 1499,
          "source": "https://trustandwill.com/compare",
          "checked": "2026-11-15",
          "note": "For special-needs children, estates of $15M+, businesses with 3+ employees or complex blended families."
        },
        {
          "key": "membership_pro",
          "label": "Pro membership",
          "value": "$299/year",
          "amount": 299,
          "source": "https://help.trustandwill.com/hc/en-us/articles/40539706784525-How-to-Understand-Manage-Your-Membership",
          "checked": "2026-11-15",
          "note": "Only from account settings after checkout. Adds attorney support, an estate tax report and premium support."
        },
        {
          "key": "edits_without_membership",
          "label": "Editing your plan after purchase",
          "value": "Needs the Essentials membership",
          "amount": null,
          "source": "https://help.trustandwill.com/hc/en-us/articles/40539706784525-How-to-Understand-Manage-Your-Membership",
          "checked": "2026-11-15",
          "note": "The free tier keeps the digital download and Plan Strength score; \"edit your plan at any time\" is an Essentials benefit."
        },
        {
          "key": "refund_window",
          "label": "Refund window",
          "value": "30 days from purchase",
          "amount": 30,
          "source": "https://help.trustandwill.com/hc/en-us/articles/360053630771-Trust-Will-Refund-Policy",
          "checked": "2026-11-15",
          "note": "Help-centre \"satisfaction guarantee\". Part of the price may be withheld if attorney, notary, concierge or deed services were used."
        },
        {
          "key": "refund_membership",
          "label": "Membership refunds",
          "value": "None for an active, paid membership",
          "amount": null,
          "source": "https://help.trustandwill.com/hc/en-us/articles/360053630771-Trust-Will-Refund-Policy",
          "checked": "2026-11-15",
          "note": null
        },
        {
          "key": "attorney_refund",
          "label": "Attorney add-on refund",
          "value": "Full refund within 14 days if no appointment was used",
          "amount": 14,
          "source": "https://help.trustandwill.com/hc/en-us/articles/360053630771-Trust-Will-Refund-Policy",
          "checked": "2026-11-15",
          "note": null
        },
        {
          "key": "upgrade_to_trust",
          "label": "Upgrading a will plan to a trust",
          "value": "$300, the difference between plans",
          "amount": 300,
          "source": "https://help.trustandwill.com/hc/en-us/articles/4402370518797-How-to-Add-a-Trust-to-Your-Will-Based-Estate-Plan",
          "checked": "2026-11-15",
          "note": null
        },
        {
          "key": "mobile_notary",
          "label": "Mobile notary with 2 witnesses (Snapdocs)",
          "value": "$170 to $210",
          "amount": 170,
          "source": "https://help.trustandwill.com/hc/en-us/articles/45306782502797-Snapdocs-Mobile-Notary-Service",
          "checked": "2026-11-15",
          "note": "$170 will plan, one person; $180 couple; $190 trust, one person; $200 joint trust; $210 separate trusts for a couple. Optional partner service."
        },
        {
          "key": "deed_transfer",
          "label": "Deed transfer into the trust (Bundle)",
          "value": "$140 per deed, plus recording fees",
          "amount": 140,
          "source": "https://help.trustandwill.com/hc/en-us/articles/10058443692557-Using-Deed-Transfer-Services",
          "checked": "2026-11-15",
          "note": "Optional partner service; deed notarization is +$100. Trust & Will says it earns a referral commission."
        },
        {
          "key": "state_limits",
          "label": "State limits",
          "value": "All 50 states; no trusts in Louisiana",
          "amount": null,
          "source": "https://help.trustandwill.com/hc/en-us/articles/45064448879757-All-FAQs",
          "checked": "2026-11-15",
          "note": "Not available in U.S. territories."
        },
        {
          "key": "payment_plans",
          "label": "Payment plans",
          "value": "Available through Klarna",
          "amount": null,
          "source": "https://help.trustandwill.com/hc/en-us/articles/360053615451-Pricing-for-Trusts-and-Wills",
          "checked": "2026-11-15",
          "note": null
        },
        {
          "key": "dispute_resolution",
          "label": "Disputes",
          "value": "Mandatory arbitration and a class-action waiver",
          "amount": null,
          "source": "https://trustandwill.com/security/terms",
          "checked": "2026-11-15",
          "note": "Stated at the top of the terms of service (section 22)."
        },
        {
          "key": "data_use",
          "label": "Your plan data and AI",
          "value": "Not used to train external AI models",
          "amount": null,
          "source": "https://trustandwill.com/security/terms",
          "checked": "2026-11-15",
          "note": "Applies to its own AI features; not to third-party AI agents you connect yourself."
        },
        {
          "key": "content_ownership",
          "label": "Who owns what you enter",
          "value": "You keep ownership of your estate plan content",
          "amount": null,
          "source": "https://trustandwill.com/security/terms",
          "checked": "2026-11-15",
          "note": null
        },
        {
          "key": "not_a_law_firm",
          "label": "Legal status",
          "value": "Not a law firm; does not give legal advice",
          "amount": null,
          "source": "https://help.trustandwill.com/hc/en-us/articles/360053630771-Trust-Will-Refund-Policy",
          "checked": "2026-11-15",
          "note": "Stated in the footer of every help-centre page. Attorney services come from independent, state-licensed attorneys under a separate agreement."
        }
      ],
      "notPublished": [
        "Whether the Essentials membership is pre-selected at checkout (the help centre only says you can choose \"No, thanks\")",
        "Whether the +$299 attorney support on the pricing page is a one-time charge (the refund policy calls it an \"individual\" purchase; the Pro membership with attorney support is $299 a year)"
      ],
      "discrepancies": [
        {
          "claim": "The terms of service say all purchases are final and refunds are discretionary, case by case. The help-centre refund policy promises a 30-day satisfaction guarantee and says refund requests inside 30 days are processed automatically.",
          "a": "https://trustandwill.com/security/terms",
          "b": "https://help.trustandwill.com/hc/en-us/articles/360053630771-Trust-Will-Refund-Policy",
          "noted": "2026-11-15"
        }
      ]
    },
    {
      "name": "LegalZoom",
      "site": "legalzoom.com",
      "facts": [
        {
          "key": "will_price",
          "label": "Will, one person",
          "value": "$129",
          "amount": 129,
          "source": "https://www.legalzoom.com/personal/estate-planning/last-will-and-testament-overview.html",
          "checked": "2026-11-15",
          "note": "Basic will: will only, with 30 days of revisions."
        },
        {
          "key": "will_price_pro",
          "label": "Pro will, individual",
          "value": "$149",
          "amount": 149,
          "source": "https://www.legalzoom.com/personal/estate-planning/last-will-and-testament-overview.html",
          "checked": "2026-11-15",
          "note": "Adds health care and financial documents and 30 days of attorney calls."
        },
        {
          "key": "will_price_premium",
          "label": "Premium will, individual",
          "value": "$299",
          "amount": 299,
          "source": "https://www.legalzoom.com/personal/estate-planning/last-will-and-testament-overview.html",
          "checked": "2026-11-15",
          "note": "Adds a year of attorney calls and a year of revisions."
        },
        {
          "key": "will_price_couple",
          "label": "Will, couple",
          "value": "$229",
          "amount": 229,
          "source": "https://www.legalzoom.com/personal/estate-planning/last-will-and-testament-overview.html",
          "checked": "2026-11-15",
          "note": "Basic will."
        },
        {
          "key": "will_price_couple_tiers",
          "label": "Pro and Premium will, couple",
          "value": "$249 Pro; $399 Premium",
          "amount": 249,
          "source": "https://www.legalzoom.com/personal/estate-planning/last-will-and-testament-overview.html",
          "checked": "2026-11-15",
          "note": "Same inclusions as the individual tiers."
        },
        {
          "key": "trust_price",
          "label": "Living trust, one person",
          "value": "$399",
          "amount": 399,
          "source": "https://www.legalzoom.com/personal/estate-planning/living-trust-overview.html",
          "checked": "2026-11-15",
          "note": "Basic trust, includes a pour-over will."
        },
        {
          "key": "trust_price_premium",
          "label": "Premium trust, individual",
          "value": "$549",
          "amount": 549,
          "source": "https://www.legalzoom.com/personal/estate-planning/living-trust-overview.html",
          "checked": "2026-11-15",
          "note": "Adds a year of attorney calls and a year of revisions."
        },
        {
          "key": "trust_price_couple",
          "label": "Living trust, couple",
          "value": "$499",
          "amount": 499,
          "source": "https://www.legalzoom.com/personal/estate-planning/living-trust-overview.html",
          "checked": "2026-11-15",
          "note": "Basic trust. Premium trust for a couple is listed separately."
        },
        {
          "key": "trust_price_couple_premium",
          "label": "Premium trust, couple",
          "value": "$649",
          "amount": 649,
          "source": "https://www.legalzoom.com/personal/estate-planning/living-trust-overview.html",
          "checked": "2026-11-15",
          "note": null
        },
        {
          "key": "attorney_renewal_pro",
          "label": "Attorney plan renewal (Pro will)",
          "value": "$25/month after 30 days",
          "amount": 25,
          "source": "https://www.legalzoom.com/personal/estate-planning/last-will-and-testament-overview.html",
          "checked": "2026-11-15",
          "note": "Charged automatically to the card on file; cancel online or by phone."
        },
        {
          "key": "annual_fee",
          "label": "Ongoing yearly cost",
          "value": "$199/year attorney plan after year one",
          "amount": 199,
          "source": "https://www.legalzoom.com/personal/estate-planning/last-will-and-testament-overview.html",
          "checked": "2026-11-15",
          "note": "Premium will and trust only; continues automatically, cancel online or by phone. Basic plans have no renewal on the pricing page."
        },
        {
          "key": "refund_window",
          "label": "Refund window",
          "value": "7 days after your estate plan is completed",
          "amount": 7,
          "source": "https://www.legalzoom.com/legal/general-terms/lz-guarantee",
          "checked": "2026-11-15",
          "note": "Within 60 days of purchase if the order is not yet completed. Completed means available to download or received in the mail."
        },
        {
          "key": "refund_legal_plan",
          "label": "Attorney plan refunds",
          "value": "Within 30 days, unless you have had a consultation",
          "amount": 30,
          "source": "https://www.legalzoom.com/legal/general-terms/lz-guarantee",
          "checked": "2026-11-15",
          "note": null
        },
        {
          "key": "attorney_plan_standalone",
          "label": "Personal attorney plan on its own",
          "value": "$199/year, or $119 every 6 months",
          "amount": 199,
          "source": "https://www.legalzoom.com/attorneys/legal-plans/personal.html",
          "checked": "2026-11-15",
          "note": "Includes attorney review and unlimited revisions of LegalZoom estate planning documents, and family coverage for a spouse and dependent children."
        },
        {
          "key": "renewal_notice",
          "label": "Renewal reminder",
          "value": "About a week before billing, \"as a courtesy only\"",
          "amount": null,
          "source": "https://www.legalzoom.com/legal/product-service-terms/legal-plan-contract",
          "checked": "2026-11-15",
          "note": "The contract says a missed or unsent reminder does not excuse the charge."
        },
        {
          "key": "cancel_method",
          "label": "How to cancel the attorney plan",
          "value": "Online in My Account, or by phone",
          "amount": null,
          "source": "https://www.legalzoom.com/legal/product-service-terms/legal-plan-contract",
          "checked": "2026-11-15",
          "note": null
        },
        {
          "key": "state_limits",
          "label": "State limits",
          "value": "Says its wills and trusts are accepted in all 50 states",
          "amount": null,
          "source": "https://www.legalzoom.com/personal/estate-planning/last-will-and-testament-overview.html",
          "checked": "2026-11-15",
          "note": null
        },
        {
          "key": "couple_trust_type",
          "label": "Couple trust",
          "value": "One joint living trust with two pour-over wills",
          "amount": null,
          "source": "https://www.legalzoom.com/personal/estate-planning/living-trust-overview.html",
          "checked": "2026-11-15",
          "note": null
        },
        {
          "key": "revisions",
          "label": "Free revisions",
          "value": "30 days on Basic and Pro; 1 year on Premium",
          "amount": null,
          "source": "https://www.legalzoom.com/personal/estate-planning/last-will-and-testament-overview.html",
          "checked": "2026-11-15",
          "note": null
        },
        {
          "key": "will_price_couple_pro",
          "label": "Pro will, couple",
          "value": "$249",
          "amount": 249,
          "source": "https://www.legalzoom.com/personal/estate-planning/last-will-and-testament-overview.html",
          "checked": "2026-11-15",
          "note": null
        },
        {
          "key": "will_price_couple_premium",
          "label": "Premium will, couple",
          "value": "$399",
          "amount": 399,
          "source": "https://www.legalzoom.com/personal/estate-planning/last-will-and-testament-overview.html",
          "checked": "2026-11-15",
          "note": null
        },
        {
          "key": "deed_transfer",
          "label": "Deed transfer into the trust",
          "value": "$249, plus state filing fees",
          "amount": 249,
          "source": "https://www.legalzoom.com/personal/real-estate/property-deed-transfer-overview.html",
          "checked": "2026-11-15",
          "note": "Standard package: title research, deed preparation and filing with the county recorder. Express is $289."
        }
      ],
      "notPublished": [
        "What a revision costs after the free revision period ends, outside the attorney plan"
      ],
      "discrepancies": [
        {
          "claim": "The will page says the Pro will's attorney plan renews at $25/month and is fulfilled through Legal Advantage Plus; the Legal Plan Contract's fee schedule lists Legal Advantage Plus at $14.99 per month.",
          "a": "https://www.legalzoom.com/personal/estate-planning/last-will-and-testament-overview.html",
          "b": "https://www.legalzoom.com/legal/product-service-terms/legal-plan-contract",
          "noted": "2026-11-15"
        }
      ]
    },
    {
      "name": "Quicken WillMaker & Trust",
      "site": "willmaker.com",
      "facts": [
        {
          "key": "will_price",
          "label": "Will, one person",
          "value": "$109",
          "amount": 109,
          "source": "https://www.willmaker.com/lander/pricing",
          "checked": "2026-11-15",
          "note": "Starter plan: wills, health care directives, final arrangements."
        },
        {
          "key": "trust_price",
          "label": "Living trust, one person",
          "value": "$149",
          "amount": 149,
          "source": "https://www.willmaker.com/lander/pricing",
          "checked": "2026-11-15",
          "note": "Plus plan: adds the living trust, power of attorney, transfer-on-death deed and the download version."
        },
        {
          "key": "all_access_price",
          "label": "All Access plan",
          "value": "$219",
          "amount": 219,
          "source": "https://www.willmaker.com/lander/pricing",
          "checked": "2026-11-15",
          "note": "Adds smaller documents and a one-year subscription."
        },
        {
          "key": "will_price_couple",
          "label": "Will, couple",
          "value": "No surcharge: up to 5 of each document for immediate family",
          "amount": null,
          "source": "https://www.willmaker.com/lander/pricing",
          "checked": "2026-11-15",
          "note": "No joint wills: each spouse makes a separate will under the same plan."
        },
        {
          "key": "revisions",
          "label": "Free revisions",
          "value": "1 year from purchase",
          "amount": null,
          "source": "https://www.willmaker.com/lander/pricing",
          "checked": "2026-11-15",
          "note": null
        },
        {
          "key": "annual_fee",
          "label": "Ongoing yearly cost",
          "value": "$39.99/year for more revisions, optional",
          "amount": 39.99,
          "source": "https://www.willmaker.com/lander/pricing",
          "checked": "2026-11-15",
          "note": "Documents stay accessible for 90 days after the revision period ends."
        },
        {
          "key": "state_limits",
          "label": "State limits",
          "value": "Not usable in Louisiana",
          "amount": null,
          "source": "https://www.willmaker.com/lander/pricing",
          "checked": "2026-11-15",
          "note": "Also not for people whose permanent residence is outside the United States."
        },
        {
          "key": "online_access",
          "label": "Online version access",
          "value": "Make and revise for 1 year; documents viewable 90 days after",
          "amount": null,
          "source": "https://www.willmaker.com/lander/pricing",
          "checked": "2026-11-15",
          "note": null
        },
        {
          "key": "download_access",
          "label": "Download version access",
          "value": "Use indefinitely; legal and technical updates for 1 year",
          "amount": null,
          "source": "https://www.willmaker.com/lander/pricing",
          "checked": "2026-11-15",
          "note": "Plus and All Access only. Data cannot move between the online and download versions."
        },
        {
          "key": "signing",
          "label": "How documents are finalized",
          "value": "Wills witnessed; living trusts and financial powers of attorney notarized",
          "amount": null,
          "source": "https://www.willmaker.com/lander/pricing",
          "checked": "2026-11-15",
          "note": "Health care directives are witnessed, notarized or both, depending on the state. Every document comes with state-specific signing instructions."
        },
        {
          "key": "survival_rule",
          "label": "Beneficiary survival period",
          "value": "Beneficiaries must outlive you by 45 days",
          "amount": 45,
          "source": "https://www.willmaker.com/legal-manual/wills/what-nolo-s-online-will-cannot-do.html",
          "checked": "2026-11-15",
          "note": "Built into every WillMaker will; otherwise the gift goes to the alternate."
        }
      ],
      "notPublished": [
        "A refund policy (none found on willmaker.com; nolo.com blocked automated reading on Nov 15, 2026)",
        "What the \"1 Yr Subscription\" in the All Access plan covers beyond the plan itself"
      ],
      "discrepancies": []
    },
    {
      "name": "Rocket Lawyer",
      "site": "rocketlawyer.com",
      "facts": [
        {
          "key": "membership_monthly",
          "label": "Standard membership, billed monthly",
          "value": "$34.99/month",
          "amount": 34.99,
          "source": "https://www.rocketlawyer.com/pricing",
          "checked": "2026-11-15",
          "note": null
        },
        {
          "key": "membership_yearly",
          "label": "Standard membership, billed yearly",
          "value": "$149/year",
          "amount": 149,
          "source": "https://www.rocketlawyer.com/pricing",
          "checked": "2026-11-15",
          "note": null
        },
        {
          "key": "free_trial",
          "label": "Free trial",
          "value": "7 days",
          "amount": null,
          "source": "https://www.rocketlawyer.com/pricing",
          "checked": "2026-11-15",
          "note": "Billing starts after the trial."
        },
        {
          "key": "advice_session",
          "label": "Legal Advice Session (Standard plan)",
          "value": "$149 for 30 min; $249 for 60 min",
          "amount": 149,
          "source": "https://www.rocketlawyer.com/pricing",
          "checked": "2026-11-15",
          "note": null
        },
        {
          "key": "ask_attorney",
          "label": "Written attorney questions (Standard plan)",
          "value": "12 with yearly billing; 1 with monthly billing",
          "amount": null,
          "source": "https://www.rocketlawyer.com/pricing",
          "checked": "2026-11-15",
          "note": "\"Ask an Attorney\": a written response within one business day."
        },
        {
          "key": "will_document",
          "label": "Last will document",
          "value": "Advertised as a free will template, 50 states and DC",
          "amount": null,
          "source": "https://www.rocketlawyer.com/family-and-personal/estate-planning/make-a-will/document/last-will-and-testament",
          "checked": "2026-11-15",
          "note": "The page offers attorney review and questions as paid extras through the membership."
        },
        {
          "key": "membership_plus",
          "label": "Plus membership",
          "value": "$249/year or $49.99/month",
          "amount": 249,
          "source": "https://www.rocketlawyer.com/help",
          "checked": "2026-11-15",
          "note": "Plus adds Consult an Attorney Live calls: 12 a year with yearly billing, 1 with monthly billing (pricing page)."
        },
        {
          "key": "membership_pro",
          "label": "Pro membership",
          "value": "$349/year or $64.99/month",
          "amount": 349,
          "source": "https://www.rocketlawyer.com/help",
          "checked": "2026-11-15",
          "note": "Unlimited Ask an Attorney and Consult an Attorney Live."
        },
        {
          "key": "consult_live",
          "label": "Consult an Attorney Live",
          "value": "20-minute phone or video call; not included in Standard",
          "amount": null,
          "source": "https://www.rocketlawyer.com/help",
          "checked": "2026-11-15",
          "note": null
        },
        {
          "key": "trial_billing",
          "label": "How the free trial bills",
          "value": "One trial per customer; card required; billed the day after the trial ends unless you cancel",
          "amount": null,
          "source": "https://www.rocketlawyer.com/help",
          "checked": "2026-11-15",
          "note": "A temporary $1.00 authorization checks the card. Cancelling during the trial ends it immediately."
        },
        {
          "key": "pay_in_4",
          "label": "Paying a yearly plan in installments",
          "value": "Yearly plans can be paid upfront or in four monthly installments",
          "amount": null,
          "source": "https://www.rocketlawyer.com/help",
          "checked": "2026-11-15",
          "note": null
        },
        {
          "key": "after_cancel",
          "label": "Documents after cancelling",
          "value": "Documents you made stay available in your account, but you cannot make new ones",
          "amount": null,
          "source": "https://www.rocketlawyer.com/help",
          "checked": "2026-11-15",
          "note": null
        },
        {
          "key": "downloads",
          "label": "Download formats",
          "value": "Word, PDF or text with a trial or paid membership; PDF on a free account for documents you paid for",
          "amount": null,
          "source": "https://www.rocketlawyer.com/help",
          "checked": "2026-11-15",
          "note": null
        },
        {
          "key": "refund_window",
          "label": "Refund requests",
          "value": "Within 30 days of purchase, except where state law allows otherwise",
          "amount": null,
          "source": "https://www.rocketlawyer.com/general-terms-of-service",
          "checked": "2026-11-15",
          "note": "The terms' plain-English summary: no refunds for services already used unless you have a good reason."
        },
        {
          "key": "auto_renew",
          "label": "Renewal",
          "value": "Monthly and yearly plans renew automatically until cancelled",
          "amount": null,
          "source": "https://www.rocketlawyer.com/general-terms-of-service",
          "checked": "2026-11-15",
          "note": null
        },
        {
          "key": "enforceability_guarantee",
          "label": "Enforceability guarantee",
          "value": "Applies only to documents you have not modified",
          "amount": null,
          "source": "https://www.rocketlawyer.com/general-terms-of-service",
          "checked": "2026-11-15",
          "note": null
        },
        {
          "key": "document_storage",
          "label": "Stored documents",
          "value": "The terms say Rocket Lawyer is not liable for deleting or failing to store your documents",
          "amount": null,
          "source": "https://www.rocketlawyer.com/general-terms-of-service",
          "checked": "2026-11-15",
          "note": null
        },
        {
          "key": "dispute_resolution",
          "label": "Disputes",
          "value": "Binding JAMS arbitration, no class actions; small claims court allowed",
          "amount": null,
          "source": "https://www.rocketlawyer.com/general-terms-of-service",
          "checked": "2026-11-15",
          "note": null
        },
        {
          "key": "attorneys",
          "label": "Who the attorneys are",
          "value": "Independent attorneys in its network, or Rocket Legal Professional Services, an Arizona ABS law firm",
          "amount": null,
          "source": "https://www.rocketlawyer.com/help",
          "checked": "2026-11-15",
          "note": "Ask an Attorney and Consult Live give legal information; privileged advice is the paid Legal Advice Session."
        },
        {
          "key": "living_trust",
          "label": "Living trust document",
          "value": "Advertised as a free living trust template; signed by you, the trustee and a notary",
          "amount": null,
          "source": "https://www.rocketlawyer.com/family-and-personal/estate-planning/set-up-a-trust/document/living-trust",
          "checked": "2026-11-15",
          "note": "The page says the template is not appropriate if your estate exceeds the federal estate tax exclusion. Funding worksheet, bill of transfer and certification of trust are listed as related documents."
        },
        {
          "key": "will_states",
          "label": "States covered by the will",
          "value": "All 50 states and DC, Louisiana included",
          "amount": null,
          "source": "https://www.rocketlawyer.com/family-and-personal/estate-planning/make-a-will/document/last-will-and-testament",
          "checked": "2026-11-15",
          "note": "The Louisiana version follows the notarial will form: signed on every page before a notary and two witnesses."
        }
      ],
      "notPublished": [
        "A one-off price for a will without a membership (not shown on the pricing page)",
        "Whether printing or downloading the \"free\" will requires starting the 7-day membership trial",
        "Whether a document made during the free trial can still be downloaded after the trial is cancelled",
        "Whether a joint living trust for couples is offered: the living trust page shows a single-grantor document"
      ],
      "discrepancies": []
    },
    {
      "name": "FreeWill",
      "site": "freewill.com",
      "facts": [
        {
          "key": "will_price",
          "label": "Will, one person",
          "value": "Free",
          "amount": 0,
          "source": "https://www.freewill.com/",
          "checked": "2026-11-15",
          "note": "No credit card required; paid for by nonprofit partners."
        },
        {
          "key": "trust_price",
          "label": "Living trust, one person",
          "value": "Free, California residents only",
          "amount": 0,
          "source": "https://www.freewill.com/",
          "checked": "2026-11-15",
          "note": null
        },
        {
          "key": "other_documents",
          "label": "Other documents",
          "value": "Health care directive and financial power of attorney, also free",
          "amount": null,
          "source": "https://www.freewill.com/",
          "checked": "2026-11-15",
          "note": null
        },
        {
          "key": "witnesses",
          "label": "Signing guidance",
          "value": "Two witnesses, 18 or older, not named in the will",
          "amount": null,
          "source": "https://www.freewill.com/faq",
          "checked": "2026-11-15",
          "note": "In Louisiana, FreeWill says to sign with two witnesses in front of a notary."
        },
        {
          "key": "updates",
          "label": "Changing your will",
          "value": "Free: edit in your account, print and sign again",
          "amount": null,
          "source": "https://www.freewill.com/faq",
          "checked": "2026-11-15",
          "note": null
        },
        {
          "key": "state_limits",
          "label": "State limits",
          "value": "Wills for property in the 50 states and DC",
          "amount": null,
          "source": "https://www.freewill.com/faq",
          "checked": "2026-11-15",
          "note": "Property abroad needs a separate will valid where it is located."
        },
        {
          "key": "funding_model",
          "label": "Who pays for it",
          "value": "More than 1,000 nonprofit partners sponsor the service",
          "amount": null,
          "source": "https://help.freewill.com/article/81-freewill-faqs",
          "checked": "2026-11-15",
          "note": "FreeWill Co. describes itself as a Delaware public benefit corporation."
        },
        {
          "key": "mirror_will",
          "label": "Wills for couples",
          "value": "Free mirror will for a spouse or domestic partner; each partner can also make their own will in the same account",
          "amount": null,
          "source": "https://help.freewill.com/article/143-how-to-create-a-mirror-will",
          "checked": "2026-11-15",
          "note": "Offered only if you say you are married or in a domestic partnership. FreeWill suggests a mirror will mainly when neither of you has children with someone else."
        },
        {
          "key": "trust_couples",
          "label": "Living trust for couples",
          "value": "Its trust page says you can create a trust with your spouse or partner",
          "amount": null,
          "source": "https://www.freewill.com/products/revocable-living-trusts",
          "checked": "2026-11-15",
          "note": "The trust itself is offered to California residents only (FreeWill FAQs). A pour-over will is generated with it."
        },
        {
          "key": "trust_amendments",
          "label": "Changing a signed trust",
          "value": "No amendments: start a new trust if it is unsigned and unfunded; otherwise move assets to a new trust or see an attorney",
          "amount": null,
          "source": "https://help.freewill.com/article/276-amending-your-trust",
          "checked": "2026-11-15",
          "note": null
        },
        {
          "key": "codicils",
          "label": "Codicils",
          "value": "Not offered: edit and re-sign a new will instead",
          "amount": null,
          "source": "https://help.freewill.com/article/278-codicils-and-freewill",
          "checked": "2026-11-15",
          "note": null
        },
        {
          "key": "remote_notary",
          "label": "Online notarisation",
          "value": "Through Proof, paid to Proof; bring your own witnesses or pay Proof for them",
          "amount": null,
          "source": "https://help.freewill.com/article/305-remote-will-notarization-with-proof",
          "checked": "2026-11-15",
          "note": null
        },
        {
          "key": "notary_rule",
          "label": "Will notarisation",
          "value": "Required only in Louisiana; elsewhere optional, for a self-proving affidavit",
          "amount": null,
          "source": "https://help.freewill.com/article/86-how-to-get-your-documents-notarized",
          "checked": "2026-11-15",
          "note": "FreeWill says Ohio and Washington, D.C. do not allow self-proving affidavits."
        },
        {
          "key": "document_copies",
          "label": "Copies of your documents",
          "value": "Its help centre says FreeWill does not store or maintain copies of your documents",
          "amount": null,
          "source": "https://help.freewill.com/article/305-remote-will-notarization-with-proof",
          "checked": "2026-11-15",
          "note": "Your answers stay in your account so you can edit and download again."
        },
        {
          "key": "data_sharing",
          "label": "What nonprofits receive",
          "value": "Only if you leave a gift and ask FreeWill to notify that charity",
          "amount": null,
          "source": "https://help.freewill.com/article/151-freewill-personal-information",
          "checked": "2026-11-15",
          "note": "The privacy notice lists contact details, birth year, city and state, and gift amount, and says the charity may use them for its own fundraising."
        },
        {
          "key": "attorney_help",
          "label": "Attorney access",
          "value": "None built in; it points you to local attorneys, including its FreeWill Fellows",
          "amount": null,
          "source": "https://help.freewill.com/article/76-will-trusts-faq",
          "checked": "2026-11-15",
          "note": null
        }
      ],
      "notPublished": [],
      "discrepancies": []
    },
    {
      "name": "Ethos",
      "site": "ethos.com",
      "facts": [
        {
          "key": "how_offered",
          "label": "How it is offered",
          "value": "Complimentary with certain Ethos life policies (Perks rider)",
          "amount": null,
          "source": "https://www.ethos.com/will/",
          "checked": "2026-11-15",
          "note": null
        },
        {
          "key": "state_limits",
          "label": "State limits",
          "value": "Not available in Alaska or Louisiana",
          "amount": null,
          "source": "https://www.ethos.com/will/",
          "checked": "2026-11-15",
          "note": "The Perks rider is not available on policies issued in Washington or South Dakota. The free-will page lists Alaska, Louisiana, South Dakota and Washington together."
        },
        {
          "key": "standalone",
          "label": "Sold on its own?",
          "value": "No: \"not a standalone product\"",
          "amount": null,
          "source": "https://www.ethos.com/get-a-free-will/",
          "checked": "2026-11-15",
          "note": "The page adds it \"should not be the sole reason to purchase life insurance\". Not offered with TruStage policies."
        },
        {
          "key": "documents",
          "label": "Documents",
          "value": "Tools to create a will, trust, power of attorney and more",
          "amount": null,
          "source": "https://www.ethos.com/get-a-free-will/",
          "checked": "2026-11-15",
          "note": "The estate planning terms list wills, trusts, powers of attorney and advance health care directives."
        },
        {
          "key": "existing_policyholders",
          "label": "Existing Ethos policyholders",
          "value": "Can add the will and estate planning tools at no additional cost",
          "amount": null,
          "source": "https://www.ethos.com/get-a-free-will/",
          "checked": "2026-11-15",
          "note": null
        },
        {
          "key": "provider_entity",
          "label": "Who provides it",
          "value": "Ethos Estate Planning, LLC, a subsidiary; not a law firm",
          "amount": null,
          "source": "https://www.ethos.com/will/",
          "checked": "2026-11-15",
          "note": "Templates are \"approved by attorneys\"; the terms say there is no attorney-client relationship and Ethos does not review your documents."
        },
        {
          "key": "updates",
          "label": "Updates",
          "value": "The online tool \"allows for updates as needed\"",
          "amount": null,
          "source": "https://www.ethos.com/get-a-free-will/",
          "checked": "2026-11-15",
          "note": "Cost and duration of updates are not stated."
        },
        {
          "key": "signing",
          "label": "Signing",
          "value": "Print and sign according to your state's requirements",
          "amount": null,
          "source": "https://www.ethos.com/get-a-free-will/",
          "checked": "2026-11-15",
          "note": null
        },
        {
          "key": "time_to_complete",
          "label": "Time to complete",
          "value": "Under 20 minutes for the will, by Ethos's account",
          "amount": null,
          "source": "https://www.ethos.com/get-a-free-will/",
          "checked": "2026-11-15",
          "note": null
        }
      ],
      "notPublished": [
        "A standalone price for a will or trust without a policy (Ethos says it is not a standalone product)",
        "What happens to access and documents if the life policy lapses or is cancelled",
        "Whether couples can make a joint trust",
        "Any trust funding or deed transfer help",
        "Any online notary option"
      ],
      "discrepancies": [
        {
          "claim": "The estate planning page footer says wills and trusts are not available in Alaska and Louisiana; the free-will page says the service is not available in Alaska, Louisiana, South Dakota or Washington.",
          "a": "https://www.ethos.com/will/",
          "b": "https://www.ethos.com/get-a-free-will/",
          "noted": "2026-11-15"
        }
      ]
    },
    {
      "name": "LawDepot",
      "site": "lawdepot.com",
      "facts": [
        {
          "key": "free_trial",
          "label": "Free trial",
          "value": "7 days, then $49/month",
          "amount": 49,
          "source": "https://www.lawdepot.com/pricing/",
          "checked": "2026-11-15",
          "note": "Unlimited access to all documents during the trial; cancel any time."
        },
        {
          "key": "pro_yearly",
          "label": "1-year Pro subscription",
          "value": "$155.88/year",
          "amount": 155.88,
          "source": "https://www.lawdepot.com/pricing/",
          "checked": "2026-11-15",
          "note": "Renews annually."
        },
        {
          "key": "estate_monthly",
          "label": "Estate planning documents, monthly",
          "value": "$35/month",
          "amount": 35,
          "source": "https://www.lawdepot.com/pricing/",
          "checked": "2026-11-15",
          "note": null
        },
        {
          "key": "estate_yearly",
          "label": "Estate planning documents, yearly",
          "value": "$107.88/year",
          "amount": 107.88,
          "source": "https://www.lawdepot.com/pricing/",
          "checked": "2026-11-15",
          "note": "Renews annually."
        },
        {
          "key": "single_document",
          "label": "Single document",
          "value": "$7.50 to $119, one-time",
          "amount": 7.5,
          "source": "https://www.lawdepot.com/pricing/",
          "checked": "2026-11-15",
          "note": "Depends on the document."
        },
        {
          "key": "trial_card",
          "label": "Free trial billing",
          "value": "Card required; billed if the trial is not cancelled before it ends",
          "amount": null,
          "source": "https://www.lawdepot.com/us/terms/",
          "checked": "2026-11-15",
          "note": "Cancel online from the help centre ('End free trial') or your account."
        },
        {
          "key": "refund_policy",
          "label": "Refunds",
          "value": "Yearly subscriptions within 30 days of first purchase; none for a trial that converted, or for a renewal you did not cancel beforehand",
          "amount": null,
          "source": "https://www.lawdepot.com/us/terms/",
          "checked": "2026-11-15",
          "note": "The terms also say LawDepot has no obligation to refund one-time purchases."
        },
        {
          "key": "trial_document_use",
          "label": "Using documents made during a free trial",
          "value": "Not for new transactions starting one month after your access ends",
          "amount": null,
          "source": "https://www.lawdepot.com/us/terms/",
          "checked": "2026-11-15",
          "note": "Applies to documents obtained under a free trial, and to documents used in transactions you are not a party to."
        },
        {
          "key": "after_cancel",
          "label": "Documents after cancelling",
          "value": "May be deleted after cancellation; later access may require a fee",
          "amount": null,
          "source": "https://www.lawdepot.com/us/terms/",
          "checked": "2026-11-15",
          "note": null
        },
        {
          "key": "will_features",
          "label": "What the will covers",
          "value": "Executor, beneficiaries, specific gifts, guardian, pet caretaker with funds, an inheritance age for young beneficiaries, self-proving affidavit",
          "amount": null,
          "source": "https://www.lawdepot.com/us/estate/last-will-and-testament-usa/",
          "checked": "2026-11-15",
          "note": "A Spanish-language will and a codicil are separate documents in the library."
        },
        {
          "key": "online_notary",
          "label": "Online notary for wills",
          "value": "Idaho, Illinois, Minnesota, North Dakota, Oklahoma, Utah and Washington; in Nevada the will but not the self-proving affidavit",
          "amount": null,
          "source": "https://www.lawdepot.com/us/estate/last-will-and-testament-usa/",
          "checked": "2026-11-15",
          "note": null
        },
        {
          "key": "trust_document",
          "label": "Living trust document",
          "value": "Revocable living trust template, notarised where your state requires; online notary not available for trusts in New York or Minnesota",
          "amount": null,
          "source": "https://www.lawdepot.com/us/estate/living-trust/",
          "checked": "2026-11-15",
          "note": "Pour-over will, quitclaim deed and warranty deed are separate documents in the library."
        },
        {
          "key": "dispute_resolution",
          "label": "Disputes",
          "value": "Binding arbitration, no class actions, with a 30-day right to opt out for covered U.S. users",
          "amount": null,
          "source": "https://www.lawdepot.com/us/terms/",
          "checked": "2026-11-15",
          "note": "LawDepot is a trade name of Sequiter Inc. Terms last modified September 10, 2026."
        }
      ],
      "notPublished": [
        "The one-time price of the will itself (the pricing page gives a range for all single documents)",
        "The price of its 'Talk to a Lawyer' connection"
      ],
      "discrepancies": []
    },
    {
      "name": "GoodTrust",
      "site": "mygoodtrust.com",
      "facts": [
        {
          "key": "plan_price",
          "label": "Estate plan (will, trust and directives)",
          "value": "$149",
          "amount": 149,
          "source": "https://mygoodtrust.com/pricing",
          "checked": "2026-11-15",
          "note": "Estate+ plan. Includes a year of unlimited updates. Per the pricing page, family members can each create their own plan at no extra fee."
        },
        {
          "key": "update_fee",
          "label": "Updates after the first year",
          "value": "$39/year",
          "amount": 39,
          "source": "https://support.mygoodtrust.com/support/solutions/articles/66000513649-how-much-does-goodtrust-cost-",
          "checked": "2026-11-15",
          "note": "The help article says you are charged this after the first year \"to continue making updates\". It does not say whether it renews automatically."
        },
        {
          "key": "active_subscription",
          "label": "Editing and downloading",
          "value": "Needs an active subscription",
          "amount": null,
          "source": "https://support.mygoodtrust.com/support/solutions/articles/66000513649-how-much-does-goodtrust-cost-",
          "checked": "2026-11-15",
          "note": "The same article says you can cancel at any time and re-subscribe when you want to make changes."
        },
        {
          "key": "documents",
          "label": "Documents in the plan",
          "value": "Revocable living trust, will, financial power of attorney, health care directive, funeral and pet directives, digital vault",
          "amount": null,
          "source": "https://support.mygoodtrust.com/support/solutions/articles/66000513649-how-much-does-goodtrust-cost-",
          "checked": "2026-11-15",
          "note": null
        },
        {
          "key": "family",
          "label": "Family members",
          "value": "Each adult family member can make their own plan at no extra cost",
          "amount": null,
          "source": "https://www.mygoodtrust.com/pricing",
          "checked": "2026-11-15",
          "note": "Activated with a family plan code from your dashboard."
        },
        {
          "key": "couple_trust",
          "label": "Couples",
          "value": "A joint trust is possible; each spouse needs a separate pour-over will",
          "amount": null,
          "source": "https://www.mygoodtrust.com/trust",
          "checked": "2026-11-15",
          "note": null
        },
        {
          "key": "refund_window",
          "label": "Refunds",
          "value": "14 days from purchase, free-trial days included",
          "amount": null,
          "source": "https://support.mygoodtrust.com/support/solutions/articles/66000503686-what-is-your-refund-policy-",
          "checked": "2026-11-15",
          "note": "Request by support ticket; refunds take 5 to 10 business days."
        },
        {
          "key": "after_refund",
          "label": "After a refund or without a subscription",
          "value": "Account drops to the Free plan; the will can no longer be downloaded",
          "amount": null,
          "source": "https://support.mygoodtrust.com/support/solutions/articles/66000503686-what-is-your-refund-policy-",
          "checked": "2026-11-15",
          "note": null
        },
        {
          "key": "legal_advice",
          "label": "Legal advice",
          "value": "Not a law firm; no legal advice or attorney service",
          "amount": null,
          "source": "https://support.mygoodtrust.com/support/solutions/articles/66000503653-does-goodtrust-provide-legal-advice-or-expertise-",
          "checked": "2026-11-15",
          "note": "The home page says documents are drafted by estate planning attorneys."
        },
        {
          "key": "state_limits",
          "label": "Where documents are valid",
          "value": "Says valid in all 50 states; documents valid only in the U.S.",
          "amount": null,
          "source": "https://support.mygoodtrust.com/support/solutions/articles/66000503657-does-goodtrust-work-outside-of-the-us-",
          "checked": "2026-11-15",
          "note": null
        },
        {
          "key": "free_trial_rule",
          "label": "Free trial",
          "value": "One trial only; cancel from your billing section",
          "amount": null,
          "source": "https://support.mygoodtrust.com/support/solutions/articles/66000503684-how-do-i-cancel-my-free-trial-",
          "checked": "2026-11-15",
          "note": "Trial length and whether a card is needed are not stated."
        }
      ],
      "notPublished": [
        "Whether the $39 yearly update fee renews automatically",
        "How long the free trial lasts and whether it needs a card",
        "Whether Louisiana or any other state is excluded (pages say \"valid in all 50 states\")",
        "Whether the trust must be notarised (the trust page only says to print and sign with two witnesses)",
        "Any deed transfer or trust funding service"
      ],
      "discrepancies": [
        {
          "claim": "The help-centre cost article says the plan includes \"up to 4 complimentary accounts for family members\"; the pricing and trust pages say it covers unlimited family members.",
          "a": "https://support.mygoodtrust.com/support/solutions/articles/66000513649-how-much-does-goodtrust-cost-",
          "b": "https://www.mygoodtrust.com/pricing",
          "noted": "2026-11-15"
        }
      ]
    }
  ]
}