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.
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We're different. Here's why:

Enhanced experiences. Lower effort.

Get comfortable with your new platform

Proactive estate planning built for both client and advisor.

Platform highlights

Advisor resources

Values that bring value

At BeyondWill, we work hard to protect families, preserve assets, and strengthen your role as a go-to advisor. Our platform helps you deepen client relationships and deliver lasting value with a planning experience that's refreshingly simple and human.

46% of advisors increase client retention

80% of advisors increase referrals

35% of advisors discover new assets

Why top advisors choose BeyondWill

“BeyondWill helps me protect clients' families with a simple setup and ongoing reminders that build trust – without adding complexity to my practice."

- David McDaniel III, Co-Founder of 5thQtr Wealth

WiseFill™

WiseFill™ makes getting started faster and smarter.

Clients can upload existing documents (wills, insurance policies, bank statements, tax returns, etc.) during onboarding
WiseFill™ extracts information and pre-fills fields
Using advanced document reading technology, BeyondWill pre-fills their profile in seconds, reducing errors and saving time.

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Going Beyond

Clarity, Comfort, and Human Connection

A strong plan does more than divide assets. It protects the people your clients love, preserves their wishes, and passes on the values that define them.

BeyondWill makes it easier with tools like the Executor Summary and Trustee Summary, simplifying next steps for loved ones by organizing key details, contacts, and instructions in one secure place.
With our "Define Your Legacy" suite, clients can go beyond by sharing stories, values, recipes, and reflections that bring their plan to life and leave a lasting imprint for generations to come.

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Team Experience

The advisor dashboard gives your team a real-time view of client progress, alerts, and next steps. Track engagement, spot gaps, and take action without the back-and-forth.

AI Assistant

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Accessible from your dashboard- Smart alerts, contextual prompts, and AI-generated summaries help you act faster, deepen conversations, and scale advice without scaling hours. Quickly understand client plans, prepare for meetings, and support clients more effectively.

Pricing

Straightforward and highly competitive, so you can offer modern estate planning without stretching your budget. Whether you're solo or scaling, we make it easy to get started.

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