Estate planning doesn’t need to feel intimidating or complicated. Step-by-step walk throughs, plain language and thoughtful guidance, help you protect your family with confidence.
No legal jargon. One question at a time in plain language, explaining why each step matters so you feel confident, not overwhelmed.
Choose your plan structure
When your information is ready, you’ll decide whether a Will-based plan or Revocable Trust makes the most sense.
Review, finalize, and feel prepared
Download your documents, sign them, and store them safely.
A head start with WiseFill™
BeyondWill’s WiseFill™AI jumpstarts your plan. Upload documents you already have like tax returns, financial statements, old estate plans, and more. WiseFill™ pre-fills information, saving you hours.
Review and approve everything that gets pre-filled
Save hours finding and manually entering information
Provide extra Information so loved ones have everything they need. No more "waiting for the mail". Securely add:
Contact information for guardians, beneficiaries, advisors, and executors
Account and asset details
Important identifiers and notes
Assign assets with clarity and control
BeyondWill’s interactive asset allocation makes assigning assets to beneficiaries simple and intuitive.
Drag and drop assets to people or charities
Assign primary or backup beneficiaries and gifts
Add inheritance conditions.
Plans that stay updated
Life changes. Estate plans should too. BeyondWill makes it easy to keep plans current by guiding updates when something meaningful changes, without restarting from scratch.
Stay confident your plan reflects today, not years ago
Capture changes as they happen, not after problems arise
Turn updates into simple, focused actions instead of overwhelming reviews
