FormSwift Review 2022

Are you looking for an online tool to help you create your last will and testament and other legal documents? FormSwift offers a library of more than 500 templates of legal documents and forms you can use to conduct your personal and business affairs. But is FormSwift legit? You can find the answer to this question in our FormSwift review below.

Services:

  • Last will and testament
  • Living will
  • Medical Power of Attorney
  • Financial Power of Attorney
  • Self-proving affidavit

Availability map:

Available in Hawaii Available in Hawaii Available in Hawaii Available in Hawaii Available in Hawaii Available in New York Available in Vermont Available in New Hampshire Available in Maine Available in Massachusetts Available in Connecticut Available in Rhode Island Available in New Jersey Available in Connecticut Available in Maryland Available in Oregon Available in Washington Available in Idaho Available in Wyoming Available in Montana Available in North Dakota Available in South Dakota Available in Nebraska Available in Kansas Available in Oklahoma Available in Texas Available in Minnesota Available in Iowa Available in Wisconsin Available in Missouri Available in Arkansas Available in Louisiana Available in Mississippi Available in Alabama Available in Tennessee Available in Georgia Available in Florida Available in South Carolina Available in North Carolina Available in Illinois Available in Michigan Available in Indiana Available in Kentucky Available in Ohio Available in Virginia Available in Pennsylvania Available in West Virginia Available in Nevada Available in Alaska Available in Alaska Available in Arizona Available in New Mexico Available in Utah Available in Colorado Available in California

Value for Money:

Poor

Official website:

Overall rating78.2%
  • star-100
  • star-100
  • star-100
  • star-100
  • star-0
Updated Jul 29, 2022
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Pros and cons

  • Easy to use product
  • Customizable templates
  • Over 500 templates in the library
  • Requires payment info for free trials
  • Users claim subscription is hard to cancel
  • No legal advice
 

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1
Overall rating 97.1
  • star-100
  • star-100
  • star-100
  • star-100
  • star-100
Oldest Will Making Service
Services
  • Last will and testament
  • Living will
  • Living trust
  • Medical Power of Attorney
  • Financial Power of Attorney
  • + 3 more
  • Will Codicil
  • Amendment to Living Trust
  • Revocation of Living Trust
Pros and cons
  • Detailed forms and instructions
  • Includes 35 documents+2 books
  • Can use for multiple people
  • Regular updates as laws change
2
Overall rating 98.6
  • star-100
  • star-100
  • star-100
  • star-100
  • star-100
Best Selection of Features
Services
  • Last will and testament
  • Living will
  • Living trust
  • Medical Power of Attorney
  • Financial Power of Attorney
  • + 4 more
  • Will Codicil
  • Amendment to Living Trust
  • Revocation of Living Trust
  • Pet Guardian Trust
Pros and cons
  • Detailed final documents
  • Intuitive user interface
  • Easy to ask a lawyer or support
  • Good form builder
3
Overall rating 95.1
  • star-100
  • star-100
  • star-100
  • star-100
  • star-75
Great Value for Money
Services
  • Last will and testament
  • Living will
  • Medical Power of Attorney
  • Financial Power of Attorney
Pros and cons
  • Customizable will template
  • Easy to update long-term
  • Free unlimired updates for one year
  • 30-day money-back

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
* Or $89 for annual subscription

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

  • Easy-to-use product. – The online will maker software that FormSwift is using is very intuitive. As soon as you answer each question, you can see how the final document will look like.
  • Over 500 templates in the library – FormSwift offers document templates for most of your personal and business needs, including bills of sale affidavits, invoices, lease agreements, and tax forms.
  • Easy file sharing – Once you created your document, you can always share it with your family, clients, employees, and other interested parties. You can also share a template and invite collaborators to create a document with you.

FormSwift: Weaknesses

  • You need to provide payment information for free trials – Even you don’t plan to make any purchases, you still have to provide your credit card information. In case you forget to cancel your free trial, your card will be charged, and this charge will be very hard to dispute.
  • The subscription is difficult to cancel – According to customer complaints, the FormSwift subscription is difficult to cancel. The customers could not find the subscription settings described on the company’s website. It even came to the attention of the Better Business Bureau that the customers were billed after the trial period even when the customers wanted to cancel their subscription.
  • Misleading marketing and shady pricing – If you choose a free 7-day trial and decide to keep the subscription, you will be charged $39.99 a month. However, if you decide to pay $1.95 for the trial period, your monthly subscription will be $33 a month. We highly recommend you to review the FormSwift FAQ section “What does my FormSwift free trial include?” that explains the automatic membership upgrade (which means a credit card charge) as soon as the trial membership expires.

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.

5-7 Docs 38.9% 1-4 Docs 38.9% 8+ Docs 22.2%
Number of documents offered by different will makers
FormSwift offers 5 to 7 documents

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.

Subscription or one-doc 27.8% Subscription only 33.3% Package or one-doc 22.2% Package only 11.1% One-doc only 5.6%
Payment structure offered by different will makers
FormSwift offers subscription or one-doc payment options

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.

Money-back guarantee 55.6% No guarantee 44.4%
Availability of money-back guarantees offered by different will makers
FormSwift offers a money-back guarantee

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.

No 50% Yes 50%
Availability of attorney support offered by different will makers
FormSwift does not offer attorney support

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.

Until subscription ends 22.2% Unlimited 38.9% Limited-time 38.9%
Free document update period offered by different will makers
FormSwift offers free document updates during the subscription period

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.

No 83.3% Yes 16.7%
Phone app availability offered by different will makers
FormSwift does not have a phone app

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
PlatformWeb
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.

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

What documents can I create with FormSwift?

FormSwift has a template library with over 500 documents for your personal life, small business, real estate, and tax forms.

What is included in a FormSwift subscription?

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.

Do I need a credit card for a free trial?

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.

How do I cancel my free trial or subscription?

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.

Ratings

Credibility
  • star-100
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Services
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Usability
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Features
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Total
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