FastWill
FastWill is a privately held online estate planning platform that provides guided, state-specific Will and Trust creation for U.S. consumers and families with assets under $5M, distributing through a direct self-serve channel and a B2B2C partner program for financial advisors and insurance agents.
- Company typePrivate
- Founded2023
- HeadquartersDallas, United States
- Headcount1–10
- GTM typeB2C
- OfferingSoftware
What FastWill does
FastWill is a privately held online estate planning platform founded in 2023 and headquartered in New York, with the founder (Zach Tsakiris) originally from Dallas. The company provides guided, self-serve Will and Trust creation for U.S. consumers, with state-specific attorney-reviewed templates covering all 50 states. Its two core products are the Will Package (Last Will and Testament, Financial and Healthcare Power of Attorney, Living Will) and the Trust Package (Revocable Living Trust, Certification of Trust, pour-over Will, deed transfer service), both of which include integrated Remote Notarization and unlimited plan editability.
The platform is a cloud-based web application built on Amazon Web Services infrastructure, with AES 256-bit encryption for data at rest, TLS 1.2 encryption for data in transit, and DigiCert SSL/TLS certificates. Additional service components include a remote online notarization feature, an automated Quitclaim Deed preparation and recording service, and an Advisor Dashboard for professional partners. FastWill monetizes through subscription pricing for the Will and Trust packages (annual billing) and through commission-based referral revenue from a B2B2C channel serving financial advisors, insurance agents, and group benefits providers.
The company operates a hybrid go-to-market motion: a product-led growth channel targeting individual and family consumers directly through fastwill.com, and a channel partner program that equips financial professionals with personalized referral links, client progress tracking, and Stripe Connect-powered commission payouts. The company is founder-owned and bootstrapped with no disclosed external funding rounds, and the operating team of 11-50 employees spans New York, Ontario (Canada), and Pristina (Kosovo). Marketing is anchored by a 251+ page content library driving organic SEO and earned media features in Forbes, CBS, and NBC.
FastWill firmographics
Firmographics- Name
- FastWill
- Website
- https://fastwill.com
- Company type
- Private
- Founded year
- 2023
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- FastWill is a privately held online estate planning platform that provides guided, state-specific Will and Trust creation for U.S. consumers and families with assets under $5M, distributing through a direct self-serve channel and a B2B2C partner program for financial advisors and insurance agents.
- Ownership category
- akta.pro rank
FastWill industry classification
Industry- Product category
- Online Estate Planning Software
- NAICS
- Legal Services (5411), Trusts, Estates, and Agency Accounts (52592)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Private Wealth Planning (Tax, Estate & Succession) (FSAAABAE)
- akta.pro secondary industries
- Estate & Legacy Planning Advisory (FSAEAAAG), Estate Planning & Trust Structuring Advisory (FSAEAKAC), Personal & Family Trust Services (FSAAANAA)
Keywords
Where FastWill is headquartered
LocationHeadquarters
- HQ city
- Dallas
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
FastWill business model
Business model- GTM type
- B2C
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations
Revenue model
- Will Package: One-time purchase or subscription for Will creation and notarization. Includes Last Will and Testament, Financial Power of Attorney, Healthcare Power of Attorney, and Living Will.
- Trust Package: One-time purchase or subscription for Trust creation and notarization. Includes Revocable Living Trust, Certification of Trust, Schedule of Assets, pour-over Will, Powers of Attorney, Healthcare Directive, and deed transfer service.
- Plan Editability Add-on: Unlimited plan editability for ongoing flexibility as life changes. 30 days of free updates included with initial purchase.
- Professional Partner Referrals: Commission-based revenue from financial advisors and insurance agents who refer clients. Advisors earn commissions tracked in dashboard and paid via Stripe Connect.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Will Package - Basic estate planning with Will and powers of attorney |
| Subscription | Annual | Trust Package - Comprehensive estate planning with Trust, deed transfer, and full documentation |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels6 records
FastWill product offering
Product offeringCore offering
FastWill provides a guided online estate planning platform that enables individuals and families to create state-specific, attorney-reviewed Last Wills and Testaments, Revocable Living Trusts, Powers of Attorney, Living Wills, and related documents. The platform bundles document generation, integrated remote online notarization, and automated deed transfer into a single self-serve experience, and also supports a professional partner program for financial advisors and insurance agents who refer clients.
Product overview
FastWill is an online estate planning platform offering two primary consumer products: the Will Package and the Trust Package. The Will Package provides online Will creation with approximately 15-30 minute completion time, including a Last Will and Testament, Financial Power of Attorney, Healthcare Power of Attorney, and Living Will. The Trust Package offers a more comprehensive estate planning solution featuring a Revocable Living Trust, Certification of Trust, Schedule of Assets, pour-over Will, Powers of Attorney, Healthcare Directive, and funding instructions. Both packages include Remote Notarization, state-specific attorney-reviewed documents, and Unlimited Editability. Additional services include Deed Transfer (Quitclaim Deed preparation and recording) and an Advisor Dashboard for professional partners. The platform targets both individual consumers and professional advisors (financial advisors, insurance agents, group benefits providers).
Differentiator
Problem solved
Functional benefit
Products and services
- Will Package Guided online creation of a state-specific, attorney-reviewed Last Will and Testament, including Financial Power of Attorney, Healthcare Power of Attorney, and Living Will, with integrated remote notarization. Designed for individual consumers and families who want a legal Will without visiting a law office; completable in approximately 15-30 minutes.
- Trust Package
Quantifiable outcome
- Complete Will in 15-30 minutes, Trust in 30-45 minutes
- +2 more outcomes
Companies that use FastWill
Customer profileNamed customers5 records
Segments3 records
Ideal customer profiles2 records
FastWill technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature5 records
FastWill partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered core.
- Amazon Web Services (AWS)coreAWS provides cloud storage infrastructure for FastWill's platform, ensuring reliable, fault-tolerant, and highly available data storage for sensitive estate planning documents.
- DigiCertcoreDigiCert issues SSL/TLS certificates for FastWill's website, providing transport layer security and verifying website authenticity for secure data transmission.
- Financial Advisors & Insurance AgentscoreFastWill partners with financial advisors, insurance agents, and group benefits providers who refer clients to the platform. Partners earn commissions tracked via dashboard and paid through Stripe Connect.
Scale indicators3 records
Recent moves6 records
Expansion highlights5 records
FastWill competitors and assessment
Company assessmentBroad incumbents
- Nolo: Long-standing publisher and provider of do-it-yourself legal documents, including wills, living trusts, and estate planning forms, paired with extensive legal editorial content. Comparable to FastWill on consumer estate planning documents and on the SEO/content-led acquisition model.
- Rocket Lawyer: Subscription-based online legal services platform offering wills, trusts, business documents, and on-demand attorney access. Comparable to FastWill on the consumer estate planning surface, but with a much broader legal services portfolio and subscription economics.
- LegalZoom: Long-established online legal services platform offering wills, trusts, business formation, and a wide range of other legal documents. Comparable as the dominant incumbent in online consumer estate planning, though its offering is part of a much broader legal services portfolio.
Emerging players
- Wealth.com: Estate planning platform built primarily for financial advisors to deliver wills, trusts, and estate documents to their client base. Comparable to FastWill's professional partner offering and B2B2C motion, though with a heavier B2B-only orientation.
Direct peers
- Gentreo: Online estate planning platform offering wills, trusts, healthcare directives, and financial powers of attorney through a guided questionnaire flow. Comparable to FastWill in product scope and target customer, with similar emphasis on simplicity and remote completion.
- Trust & Will: Online estate planning platform offering wills, trusts, and related documents through a guided self-serve experience with state-specific templates and notarization. Most directly comparable to FastWill on product scope, target customer (sub-$5M estate families), and integrated delivery model.
- LawDepot: Online legal document service offering wills, powers of attorney, and living wills through customizable state-specific templates. Comparable to FastWill on self-serve will and estate document creation, with similar subscription pricing models.
- FreeWill: Online will creation platform with a guided questionnaire model and free basic will offerings, often used by nonprofits and financial institutions for donor and client estate planning. Directly comparable to FastWill's Will Package in approach and target audience, though typically lighter on Trust and deed transfer functionality.
- Total Legal: Online legal service specializing in wills, living trusts, powers of attorney, and estate planning documents with attorney support options. Comparable to FastWill in product focus on estate planning for individuals and families with mid-sized estates.
Others
- U.S. Legal Forms: Online provider of downloadable state-specific legal forms including wills, living trusts, and powers of attorney. Adjacent to FastWill because it serves the same estate planning need via a lower-cost, less-guided document-only model rather than an integrated platform with notarization and deed transfer.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Customer concentration
FastWill social profiles
Digital presenceFastWill compliance and trust
Trust signalCompliance1 record
FastWill financial estimates
Financial estimateRevenue estimate
Valuation estimate
FastWill leadership team
Management profileNumber of profiles
Profiles10 records
FastWill funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
FastWill M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about FastWill
What does FastWill do?
FastWill provides a guided online estate planning platform that enables individuals and families to create state-specific, attorney-reviewed Last Wills and Testaments, Revocable Living Trusts, Powers of Attorney, Living Wills, and related documents. The platform bundles document generation, integrated remote online notarization, and automated deed transfer into a single self-serve experience, and also supports a professional partner program for financial advisors and insurance agents who refer clients.
Is FastWill a public or private company?
FastWill is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was FastWill founded?
FastWill was founded in 2023. It employs 1 to 10 people.
Where is FastWill based?
FastWill is headquartered in Dallas, United States, in the North America region.
How does FastWill make money?
Four revenue lines are on record. Will Package is the primary driver. The others are trust Package, plan Editability Add-on and professional Partner Referrals.
Who are FastWill's main competitors?
Broad incumbents on record are Nolo, Rocket Lawyer and LegalZoom. Wealth.com is listed as an emerging player. Direct peers are Gentreo, Trust & Will, LawDepot, FreeWill and Total Legal. U.S. Legal Forms is listed as an others.
Does FastWill have an API?
No public API is recorded for FastWill.
What industry is FastWill in?
FastWill's product category is Online Estate Planning Software. Its primary akta.pro industry code is FSAAABAE, Private Wealth Planning (Tax, Estate & Succession), with a secondary code of FSAEAAAG, Estate & Legacy Planning Advisory. Its NAICS code is 5411 and its SIC code is 6282.