BeyondWill collects and organizes all the information you need to create or update a plan. No more tracking down missing details, you can do more simple plans and bring on more clients.
2. Backend for Maintenance plans
12% of clients experience a life event each year that requires an update. BeyondWill identifies and captures those updates, passing them along to you.
3. Referrals to qualified, high-value clients
Receive introductions to clients whose needs exceed our platform’s capabilities. Tell us your ideal client profile and we will make the match.
Plans that start faster, stay current, and mean more
Bring your own templates so clients can create simple plans your trust. We'll export the data so you can use for more complex plans requiring your hands-on attention.
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.
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.
Together we make estate planning personal again
BeyondWill connects technology, advisors, and attorneys to deliver a more human, collaborative, and up-to-date planning experience.
Can I just join your estate attorney referral network? +
Yes, absolutely! Joining our referral network is completely free. If we match you with a qualified client, there is a referral fee. You can also opt into using BeyondWill to support your ongoing Maintenance Plans.
How do referrals work on BeyondWill? +
Clients create their plans on BeyondWill. When they trigger a hand-off scenario, we match them with an in-state attorney based on their specific needs. Once the client signs an engagement letter with you, we send over their formatted data for seamless onboarding.
What are the referral scenarios? +
Complex estate plans, marital trusts, irrevocable or tax-advantaged trusts
Special-needs, blended families, or disputed arrangements
Multi-state or foreign property, business entities, complex or disputed ownership
Advanced tax or gifting strategies, charitable or family limited partnerships
Attorney-guided amendments, mergers, or restructures
Custom legal counsel, document review, and state-specific compliance
Personalized guidance for complex family or tax situations
How do plan updates work? +
Whether a client has built a simple plan on BeyondWill or if you’ve created a custom complex plan, BeyondWill monitors data feeds and periodically surveys the client for updates that may require action. For simple plans, BeyondWill updates the documents automatically. For custom plans, we send you the relevant details so you can work with the client directly to update their arrangements.
Build stronger relationships, one plan at a time
Practical ideas for helping clients protect what matters most and strengthen their legacies through collaboration.
