For independent advisors
The next $1M in your book is already in your book.
BeyondWill helps you protect clients and turns estate plan data into opportunities hiding in your book: held-away assets, life events, and at-risk inheritances, each paired with the next conversation.
It starts with a free Risk Score in minutes, and builds into Opportunity Signals over time.
Based on advisor pilot data, 2026. Practice-level results vary by book composition and signal coverage.
Opportunity Signals
Every estate plan is a map to assets you don’t manage yet.
BeyondWill reads across the plans in your book and the data around them, then ranks the opportunities by dollar impact, so you always know who to call next.
- 1
Held-away assets
See the accounts, properties, and policies sitting outside your AUM, pieced together from the plan and the data around it.
- 2
Life events
Marriages, births, moves, and deaths, the moments that change a plan and open a conversation, surfaced so you know first and you're the one who reaches out.
- 3
AUM flight risk
Spot inheritances that could be leaving your book for an heir’s advisor, and reach the next generation before they do.
Compound signals
BeyondWill layers signals across your CRM and the plan data, so the households that matter most rise to the top automatically.
One-click “Start the conversation”
Every signal comes with a ready-to-edit outreach you can send your way, email, call, or text. A deeper relationship, not a push.
How it fits your practice
Two doors. Same dashboard.
Clients don’t have to prepare estate plans on BeyondWill to get value. Bring any client’s plan, we’ll keep it current and turn it into Opportunity Signals.
You upload existing estate plans from anywhere
For advisors who want the dashboard without the preparation workflow. Upload plans your clients prepared elsewhere. We monitor for changes, flag compound signals, and turn every household into ranked opportunities.
Connected tierClients prepare plans on BeyondWill
For advisors who want the full workflow: wills and revocable trusts from attorney-approved, state-specific templates, with client-guided intake and seamless handoff into monitoring. Our intake captures the specific accounts and assets behind a plan, not just the bare minimum other digital platforms collect, so the Opportunity Signals from BeyondWill-prepared plans run deeper and rank sharper. Plus everything in Connected.
Complete tierWhichever door fits, you can start free: Risk-Score any plan you upload on Starter, plus 30 days of Connected (Opportunity Signals + Plan Monitor) with your whole book scored via Wealthbox or CSV. If you choose, keep Plan Analyzer and Risk Score on the plans you upload, free, forever. Onboarding is on us.
The platform
Keep every plan current. Prepare new ones without the attorney bottleneck.
Plans that stay alive after they’re signed
BeyondWill watches every plan in your book for the changes that matter, then prompts you and your client before anything falls out of date.
- ✓Proactive alerts on life events, law changes, and asset shifts
- ✓Annual review prompts, automated
- ✓Advisor oversight on every household
- ✓Syncs contacts and data from your CRM
Attorney-approved templates, client-guided
When clients are ready to prepare or refresh a plan, BeyondWill prepares plans from attorney-approved, state-specific templates with a guided intake, no UPL risk for you.
- ✓Wills and revocable trusts from attorney-approved templates
- ✓State-specific documents for 49 states + DC (not available in Louisiana)
- ✓Client-guided intake and streamlined workflows
- ✓Seamless handoff into monitoring
Built to be trusted with your book
Your data, handled the way advisors expect.
Read-only CRM access
We pull contacts and positions to match signals. We never modify your CRM.
Bank-grade encryption
Client data is encrypted in transit and at rest, with role-based access.
Attorney-approved templates
Documents are generated from attorney-approved, state-specific templates.
You verify what matters
Some events your clients confirm; others we flag for you to review and verify. You decide what becomes a conversation.
SOC 2 Type II audit in progress
“If you’re serious about providing complete financial advice, you need BeyondWill.”
“BeyondWill lined up perfectly with the kind of proactive, family-first support I want my clients to feel.”
These testimonials were given by current BeyondWill clients and reflect their individual experiences. The clients were not compensated for these testimonials. Testimonials may not be representative of the experience of other clients and are not a guarantee of future performance or results.
Pricing
Per-advisor pricing. Unlimited clients.
Opportunity Signals is included in every paid tier, no setup fees, onboarding included.
Risk Score on any plan you upload, Plan Analyzer, and up to 5 wills, free. Book-wide scoring unlocks on Connected. See the value before you pay.
Upload any estate plan, keep it current, and turn your practice into a ranked pipeline of opportunities.
Everything in Connected, plus plans prepared on BeyondWill from attorney-approved templates, the full lifecycle in one platform.
Advisor FAQ
What advisors ask first
Estate planning opens the most personal conversations you can have with a client, and BeyondWill turns each life change into a timely, specific reason to reach out, so you are proactive about the whole family, not just the portfolio.
Even better, bring them. Upload what they have and BeyondWill keeps it current and flags gaps, held-away assets, and at-risk inheritances. You do not have to prepare a plan to get value.
Less than you would expect. Onboarding is on us, the client experience is self-directed, and the dashboard tells you exactly who to contact. It is built to feel like less work, not more.
No. BeyondWill is not a law firm. Plans are built from attorney-approved, state-specific templates; you guide and identify gaps, you do not draft legal documents. Augmentative, not replacement.
Opportunity Signals reads across the plans in your book and the data around them to rank opportunities by dollar impact, held-away assets, life events, and at-risk inheritances, each paired with the next conversation. (Available on Connected and up.)
Fast. Connect Wealthbox or upload a client list, invite clients in bulk, and most advisors are live within their first week.
See your first signals.
Fifteen minutes is all it takes to see what’s hiding in your book.