Estate planning, reimagined
Estate planning built for how people live
Simple for individuals. Powerful for advisors. BeyondWill keeps estate plans living and evolving, so when life changes, plans change with it.
As Seen In
The Problem
Estate plans shouldn't expire the moment life changes.
But for most people, that's exactly what happens.
Static Documents
Traditional estate plans are created once and forgotten. Life changes, but the plan doesn't, leaving families exposed.
Fragmented Process
Advisors, attorneys, and families use disconnected tools. Critical details slip through the cracks.
No Visibility
Advisors have no way to see if a client's plan is current, complete, or aligned with their financial strategy.
Missed Opportunities
Without estate planning in your practice, you're leaving revenue and deeper client relationships on the table.
The Platform
Everything needed to keep estate plans living.
Create, monitor, analyze, and update, all from one platform built for how people actually live.
Creating Plans
Generate complete estate plans in minutes
Guided plan creation with state-specific document generation. Wills, trusts, healthcare directives, powers of attorney, and more, all tailored to your situation.
- State-specific legal documents generated automatically
- Guided questionnaire walks you through every step
- Attorney review integration for professional validation
WiseFill
Upload old plans. Auto-populate your new one.
No manual data entry. No starting from scratch. WiseFill reads your existing estate documents and intelligently extracts the data into your new BeyondWill plan.
- AI-powered document parsing and data extraction
- Supports wills, trusts, and financial documents
- Review and edit before anything is finalized
WiseAI
Proactive monitoring that never sleeps
WiseAI watches for life changes, law updates, and asset shifts, then alerts you when your plan needs attention. Your estate plan stays as current as your life.
- Monitors life events, legal changes, and financial shifts
- Smart notifications when your plan needs updates
- Personalized recommendations to keep plans current
Plan Analyzer
Comprehensive risk reports in seconds
Upload any existing estate plan and get a detailed analysis. Identify gaps, outdated provisions, and missed opportunities before they become problems.
- Deep analysis of existing estate documents
- Risk scoring and gap identification
- Actionable recommendations for improvements
Legacy Capsule
Preserve what money can't measure
Capture your stories, values, traditions, and memories in a digital time capsule. Leave the people you love more than just assets.
- Record video and audio messages for loved ones
- Store photos, letters, and family history
- Private and secure, shared on your terms
Collaboration
Advisors and clients, working together
Advisors can request access to contribute directly to a client's estate plan. Every change is logged, and clients review before anything is finalized.
- Secure advisor access with full audit trail
- Clients approve or deny all advisor changes
- Real-time notifications keep everyone aligned
Testimonials
Trusted by advisors and families
Hear what our valued customers are saying about their experience with BeyondWill.
“If you're serious about providing complete financial advice, you need BeyondWill.”
Cory Sims
Managing Member, Sims Investment Management
“BeyondWill lined up perfectly with the kind of proactive, family-first support I want my clients to feel.”
David McDaniel III
Co-Founder & Wealth Strategist, 5thQtr Wealth
Solutions
Built for everyone involved
Whether you're an advisor supporting clients, an attorney streamlining your practice, or an individual protecting your family.
FAQ
Common estate planning questions
Clear answers to help you understand your options.
Estate plans should be reviewed whenever a major life event occurs, such as marriage, divorce, the birth of a child, a move to a new state, or significant changes in assets. BeyondWill's WiseAI monitors for these triggers and proactively alerts you when your plan may need updating, so nothing falls through the cracks.
A will takes effect after death and goes through probate, which is a public court process. A revocable trust takes effect immediately, avoids probate, and keeps your affairs private. BeyondWill helps you understand which option fits your situation and can generate documents for either approach.
Estate planning laws vary significantly by state. A plan that's valid in one state may not fully protect you in another. BeyondWill detects interstate moves and flags specific provisions that may need updating under your new state's laws.
A power of attorney is a legal document that authorizes someone you trust to act on your behalf in financial or legal matters if you become unable to do so yourself. BeyondWill helps you designate trusted agents and generates the appropriate documents for your state.
A living will, also called an advance healthcare directive, documents your wishes about medical treatment if you're unable to communicate. It covers decisions like life-sustaining treatment, pain management, and organ donation. BeyondWill guides you through these important choices step by step.
Traditional estate plans are created once and forgotten. BeyondWill is a living platform that continuously monitors your plan, alerts you to changes that matter, and makes updating easy. With Legacy Capsule, we believe people are more than their assets. Our platform allows you to pass down who you are as a person, preserving your stories, values, and traditions for the people who matter most. For advisors, it's a powerful tool to deepen client relationships and offer estate planning as a value-added service.
Ready to modernize estate planning?
Whether you're a professional looking to add estate planning to your practice or an individual ready to protect your family, BeyondWill has you covered.