FormSwift Review 2023
FormSwift offers a library of more than 500 templates for legal documents and forms you can use to conduct your personal and business affairs. You can purchase one document from FormSwift for $59, or get a subscription for $39.95 per month with a free 7-day trial. The platform is intuitive and easy to use.
Services:
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Pros and cons
Our Top-Rated Alternatives to FormSwift
Editorial notes
FormSwift is a service that allows you to create hundreds of personal, small business, real estate, or tax forms online for a moderate fee. Whether you need to optimize your business or download legal forms for your personal needs, FormSwift has templates for many cases and scenarios. Besides, the company offers resources for teachers and freelances in various sectors of the economy. FormSwift claims that over 16 million documents have been created on the FormsSwift website.
Credibility: Is FormSwift legit?
| Established in | 2012 |
|---|---|
| Registered in | San Francisco, CA |
| Google Rating | n/a |
| BBB grade | B (Accredited) |
FormSwift was established in 2012 in San Francisco, California as a small startup. Since then, the company has significantly grown. By 2021, over 1.2 million accounts were created on the FormSwift website. The company is accredited by Better Business Bureau with a “B” rating. The FormSwift reviews are mixed. The customers filed over 100 complaints over the past 3 years, but the company is responding swiftly and closing these complaints effectively.
Is FormSwift safe? Is FormSwift secure?
FormSwift claims that they make every effort to ensure your information is securely stored following their Privacy Policy. You can create a secure account and make, revise, sign, and download your documents or store them online. However, the company does not accept liability for any unauthorized disclosure of your personal information.
FormSwift Services and Pricing
There are several ways to purchase services at FormSwift. In case you only need to create only one document, for example, a FormsSwift last will and testament, or a power of attorney, there will be a $59 one-time charge. However, if you need more than one document or if you need them regularly, you will need a subscription. There are two types of subscriptions with FormsSwift: monthly and annual. With a monthly membership, you can have a 7-day free trial during which you can create, download, edit, sign, and share as many documents as you need. In case you choose to continue your membership after your free trial expires, you will be charged a monthly $39.95 membership fee.
Please note that FormSwift pricing will depend on which type of trial you choose. If you choose a trial for $1.95, the monthly charge will be $33 per month, but with a free 7-day trial you will have to pay $39 per month.
In case you need to create and download documents on a regular basis, it will make sense to purchase an annual membership for $89 a year. The annual plan will allow access to all features and the ability to create an unlimited number of legal documents for 12 months.
These are the services offered at FormSwift:
| Services | one-doc | Package | Subscription * |
|---|---|---|---|
| Last will and testament | $59.00 | ||
| Living will | $59.00 | ||
| Medical Power of Attorney | $59.00 | ||
| Financial Power of Attorney | $59.00 | ||
| Self-proving affidavit | $59.00 | ||
| $39.95 / m |
Personal Legal Forms:
Legal documents for personal use include last will and testament, power of attorney, affidavit, letter of recommendation, bill of sale, and more. They typically do not involve more than two or three parties.
Small Business Legal Forms:
Legal documents for your business, from business plans and employment contracts to purchase orders and non-disclosure agreements
Real Estate Legal Forms:
Purchase and lease agreements, contracts for deed, rental applications, eviction notices, and more.
Tax Forms:
FormSwift offers a complete suite of tax forms for your business, including W-2, W-9, 1099, pay stubs, and balance sheets
FormSwift: Strengths
FormSwift: Weaknesses
Compare FormSwift
| Payment structure | Flat fee, Optional membership |
|---|---|
| Free trial | 7 days |
| Guarantees | 30-day money-back guarantee |
| States covered | All states |
| Attorney Support | No |
| Attorney Cost | n/a |
When you want to make a will or another estate planning document online, you have lots of choices. For instance, you can pick a company that offers free or paid wills, select a will-maker that provides subscriptions, individual documents, or packages, choose a company that has attorney support, etc. But doing all of this research yourself can be incredibly time-consuming. To help you, we’ve analyzed all online will-making services according to 6 key characteristics. Below, you can see how FormSwift fares against its competitors according to these characteristics.
Number of Documents Offered
FormSwift offers over 500 templates of legal documents on its website for different customer needs. However, only five of those documents are meant for estate planning purposes. These include a last will and testament, living will, financial and medical powers of attorney, and self-proving affidavit. This selection of documents is smaller than what’s offered by many other online estate planning companies, but it’s still enough to fulfill the basic estate planning needs of most customers.
Payment Structure
FormSwift customers can choose from two pricing options. If you need just one form, you can purchase the document for a one-time charge of $59. However, if you need to create several documents or you want to be able to make updates to your forms in the future, you can opt for a monthly or annual subscription. The company also offers a free 7-day trial period, which is a great option for people who need to make one or multiple documents in a short span of time. All in all, FormSwift offers different payment structures to meet all customer needs.
Guarantees
In addition to providing a free 7-day trial period, this company also gives a 30-day money-back guarantee to its customers. As a result, it is very unlikely that you will find yourself in a situation where you have to pay for a FormSwift service that you find subpar or unsatisfactory in any way.
Attorney Support
Unfortunately, customers who choose to create their estate plans using FormSwift will not be able to get legal support from attorneys affiliated with this company. This means that while you can use FormSwift as a DIY service for your legal documents, if you want to consult an attorney regarding your situation or have them check and approve the forms, you will need to find a lawyer yourself and pay their fee in full. So if you expect to need qualified legal help when making your estate plan, you may want to opt for a company that offers free or discounted attorney consultations.
Free Document Update Period
FormSwift customers can amend the documents in their estate plans free of charge, as long as their subscription remains active. For instance, if you pay the monthly subscription fee for one month, you will be able to make changes to your documents for those 30 days. But if you choose the annual subscription, you can make updates to your forms for free for an entire year.
Phone App Availability
Most DIY will-making websites don’t offer smartphone apps for their customers, and unfortunately, neither does Formswift. You can still view their website using mobile versions of Safari, Google Chrome, Firefox, and other browsers, or use a computer to fill out your forms. Alternatively, you can choose another will maker that does have an app.
Ease of Use
| Instructions | Yes |
|---|---|
| Output format | PDF or Word |
| Turnaround Time | Instant |
| Platform | Web |
| Updates | Until subscription ends |
In their FormSwift reviews, many customers mentioned how easy it was to create legal documents following the instructions of the FormSwift step-by-step wizard. The interface is very simple and focuses mostly on the document creation process. You get your documents instantly in PDF or Word format, but if you need to make any changes or updates, you can always come back and do so. FormSwift is using a cloud-based platform, and all your documents are safely stored in a cloud till the end of your subscription.
Customer Review Analysis
Picking the best online service for estate planning can be easy if you know what others went through before you. That's why we carefully looked at over 1,900 online reviews of different estate planning sites, including FormSwift. We put these reviews into three simple groups: positive, negative, and mixed. The mixed reviews came from people who either didn't feel strongly either way or had both good and bad things to say about the company.
Distribution of FormSwift reviews compared to industry-wide average
Looking at FormSwift reviews, we found that the company got significantly fewer good reviews than what's usual for the industry. It also got a lot more bad reviews and about the same number of mixed reviews. This shows that people who use FormSwift are significantly less happy with the company's services than those who pick other online will-making services.
Most frequently given reasons for liking or disliking FormSwift
Next, we set out to uncover the reasons behind users' preferences and complaints regarding various online will services. As part of this, we examined reviews of FormSwift. A portion of customers praised FormSwift for its user-friendly and well-designed documents. A number of reviewers also noted the company’s helpful client support. However, the proportion of reviewers who mentioned these positive aspects in their feedback was significantly lower than the industry average.
Plus, not all feedback was positive. Many users faced difficulties when trying to cancel their FormSwift subscription. There were also complaints about unexpected charges and a confusing payment system. The proportion of negative reviews was also significantly higher than what’s normal in this industry. Thus, we can conclude that FormSwift customers were generally left unhappy with the service.
Distribution of reviews by service type
Much like numerous other online will creators, FormSwift also delivers a range of legal documents for purposes beyond estate planning. Therefore, we looked into whether the posted reviews discussed estate-related services or other offerings from FormSwift. Unfortunately, none of the reviews addressed FormSwift’s estate-focused documents. A handful of reviewers referred to forms not connected to estate planning. Most reviews, however, didn't specify the type of documents used.
Unique Functions Offered by FormSwift
Customizable templates
In case the template provided by FormSwift does not fit your situation, you can always edit it according to your needs
Electronic signature
You don’t need to download and print out your document to sign it. FormSwift gives you an option to sign all your documents electronically, and this signature will be as valid as a regular pen-on-paper one.
PDF editor
You can upload your documents saved in pdf format and make as many changes to them as needed.
FAQ
FormSwift has a template library with over 500 documents for your personal life, small business, real estate, and tax forms.
Once you subscribe to FormSwift, you can have access to the template library with over 500 document templates and create as many documents as you need using a PDF editor. You will be able to sign your documents electronically and share them with all interested parties. You will be able to share your document or invite others to collaborate on creating them.
Yes, you will have to enter your payment information to get a free trial. Your card will be charged if you decide to continue your subscription and do not cancel it before the trial expires.
To cancel your subscription, you need to log into your account and click on the Account Settings tab. At the bottom of the page, you will find Subscription Settings where you can cancel your subscription. You will need to confirm your decision. A notification will be sent to your email address. Please contact FormSwift customer support for any assistance using by email at support@formswift.com or by phone at 1-888-311-2977.
Bottom Line
Upon reviewing all the data we could find about FormSwift, we can conclude that it is a safe and legitimate online will maker that allows its customers to create hundreds of legal documents necessary for all types of cases, issues, and situations. The FormSwift Template Library offers forms for personal and business use, including real estate, taxes, and, of course, estate planning.
The company’s services are moderately priced, in comparison to other will makers. If you only need one or two documents, you can make them during the free 7-day trial, but don’t forget to cancel the trial before those 7 days are up. Otherwise, your credit card will be charged and this charge will be hard to dispute.
FormSwift offers some unique or rare features, such as e-signature, PDF editor, and customizable templates, which make this company stand out from the crowd of its competitors. To summarize our review, we can say that FormSwift is a legit and safe company but if you’re looking for a more sophisticated and tailored solution for your estate planning needs, check out our detailed online will maker reviews of all other companies in this space.
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