WiseFill

Auto extract key data from documents so plans start partially complete.

WiseAI

Give advisors and clients AI guidance grounded in their actual data.

Plan Analyzer

Turn old estate documents into a clear, actionable risk report.

Creating Plans

Guide clients through a stepwise flow that feels simple, not legalistic.

Legacy Capsule

Capture stories, values, and memories so the plan goes beyond assets.

Legacy Letter (Coming soon)

Leave a personal letter that explains the why behind your decisions.
By Audience

Advisor

Deliver turnkey planning that deepens relationships and grows AUM.

Employer

Offer modern estate and legacy planning as a differentiated benefit.

Attorney

Streamline intake and updates while you focus on complex legal work.

Individual

Create a plan that protects loved ones and captures what matters most.

By Use Case

Understand the estate

Get a clear picture of assets, documents, and decision makers in one view.

Stay updated

Keep plans current as life, assets, and laws change over time.

Legacy

Preserve stories, wishes, and guidance so family inherits more than money.
Blog

Get a demo

Estate planning built for how people live

Simple for individuals. Powerful for advisors. Built to protect families over time.

Get a demo

AS SEEN IN

Estate plans shouldn’t expire when life changes

Traditional plans fade. BeyondWill keeps them living and evolving. When life changes, so should plans.

Plans that start faster, stay current, and mean more

Document generation

Create plans

Revocable Trust & Pour Over Will, Last Will & Testatment, Financial Power of Attorney, Healthcare Power of Attorney, Living Will, Executor & Trustee Summary

Learn more

WiseFill™

Start your clients on second base

Upload documents or connect your CRM so clients begin their journey with half of their plan already created.

Learn more

WiseAI™

Proactive updates

WiseAI™ monitors plan data and activity to spot changes before they become issues. Ask questions about any client’s plan, receive proactive alerts, and strengthen relationships through timely insights.

Learn more

Legacy

Client Insights from Legal to Legacy

Clients build their plans and also capture their legacy through stories, values, and traditions that define them, giving you a clearer view of their goals and legacy.

Learn more

Be the hero your clients need

Help clients create and keep estate plans up to date, while capturing the human legacy behind the documents.

Explore advisor solutions

Streamline intake and handoffs

Get structured client information, reduce back and forth, and collaborate on edge cases that require customization.

Explore attorney solutions

Offer planning as a benefit

Give employees a modern way to create and update plans, with guidance that fits into real life.

Explore employer solutions

Protect who and what matters most

Create a plan that evolves with life, keeps everything organized, and helps you pass down more than assets.

Explore individual plans

"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.”

– Cory Sims, Managing Member, Sims Investment Management

– David McDaniel, III, Co-Founder & Wealth Strategist, 5thQtr Wealth

Help more families protect what truly matters

Get a demo

Frequently asked questions

What type of plans can I create on BeyondWill? +

BeyondWill supports simple will-based plans as well as trust-based plans built with attorney collaboration. Every plan includes guardianship, beneficiary designations, and digital asset coverage.

Is BeyondWill attorney-approved? +

All plan templates are drafted and reviewed by licensed estate attorneys to ensure compliance across 49 states and the District of Columbia. BeyondWill does not service Louisiana. Advisors can also collaborate directly with attorneys through BeyondWill’s network when clients need more complex planning.

What if my client already has a will or trust? +

Advisors can upload the client’s existing documents through WiseFill™, and BeyondWill will extract the relevant data to refresh and modernize their plan, saving hours of manual entry.

Can clients access BeyondWill directly? +

Yes. BeyondWill plans are completed by the client, but Advisors can jumpstart the process by uploading a variety of client documents or data from your CRM before they even log in. Most plans are completed in under 30 minutes thanks to WiseFill™, which pre-fills information from uploaded documents. Advisors and clients start on second base instead of from scratch.

Who is the typical client using BeyondWill? +

The average client is around 44 years old, married or in a committed relationship, with kids, a home, and full-time employment. They’re busy professionals who value efficiency, clarity, and the ability to keep their plan up to date.

Is BeyondWill only for high-net-worth clients? +

No. The platform was built for the mass affluent through high-net-worth individuals - anyone who wants a plan that evolves with life, not one that expires with it.