Estate planning software for advisors
The next $1M in your book is already in your book.
BeyondWill reads your clients’ estate plans and finds the money you don’t manage yet. Held-away assets, life events and at-risk inheritances, ranked by dollar value.
Start with a free Risk Score on any plan.
No card, no call. 30 days of Connected included, then Plan Analyzer and your Risk Scores stay free forever.
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 every plan in your book and tells you who to call next, and why.
- 1
Find the assets outside your AUM
Accounts, property and policies your clients hold elsewhere, pulled from the plan itself.
- 2
Hear about life events first
Marriages, births, moves and deaths. You know first, so you call first.
- 3
Keep inheritances in your book
See which heirs could move assets to another advisor, and meet them before they do.
Your biggest households rise to the top
Signals from your CRM and the plan stack up, so your best calls sort themselves.
Every signal comes with a first draft
Edit the suggested email, call note or text, then send it your way.
How it fits your practice
Two doors. Same dashboard.
Bring the plans your clients already have, or have them prepare new ones here. Both land on one dashboard.
Use the plans your clients already have
Upload plans prepared anywhere. We keep them current and turn each household into ranked opportunities.
Clients prepare new plans with you
Wills and revocable trusts from attorney-approved, state-specific templates. Our intake captures the real accounts behind each plan, so signals run deeper. Plus everything in Connected.
Both start free. Score any plan on Starter and get 30 days of Connected for your whole book. Onboarding is on us.
The platform
Keep every plan current. Prepare new ones without the attorney bottleneck.
Plans stay current after they’re signed
BeyondWill watches every plan for the changes that matter and prompts you before one falls out of date.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
Clients prepare plans without an attorney wait
Clients answer a guided intake and BeyondWill prepares the plan from attorney-approved, state-specific templates.
- ✓Wills and revocable trusts
- ✓49 states + DC (not Louisiana)
- ✓Guided intake your clients work through on their own
- ✓Moves straight 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
Clients confirm some events and you review the rest. 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.”
Pricing
Per-advisor pricing. Unlimited clients.
Opportunity Signals comes with every paid tier. Onboarding is included.
Risk Score and Plan Analyzer on any plan you upload, plus up to 5 wills.
Keep every plan current and get Opportunity Signals across your whole book.
Everything in Connected, plus new plans prepared on BeyondWill.
Advisor FAQ
What advisors ask first
BeyondWill is estate planning software for financial advisors. It keeps your clients' estate plans current, prepares new wills and trusts from attorney-approved templates, and ranks the growth opportunities inside your book.
Bring them. Upload any plan and BeyondWill keeps it current and flags gaps, held-away assets and at-risk inheritances. You don't have to prepare a plan here to get value.
Opportunity Signals reads the plans in your book and the data around them, then ranks held-away assets, life events and at-risk inheritances by dollar value. It's included on Connected and Complete.
No. BeyondWill is not a law firm. Plans come from attorney-approved, state-specific templates. You guide the conversation; you don't draft legal documents.
Very little. We handle onboarding, clients work through their plans on their own, and the dashboard tells you who to call.
Starter is free. Connected is $3,500 per advisor per year and Complete is $5,500, both with unlimited clients.
Connect Wealthbox or upload a client list, invite clients in bulk, and most advisors are live in their first week.
Still have questions?
Grab 15 minutes with a real person. No pitch, no prep.