Traditional plans are static. They miss life’s updates, leave families scrambling for answers, and fail to capture the person behind the paperwork. BeyondWill changes that. We keep your plan alive so it evolves as your life and family change.
Protect
Build your legal foundation. Will, Revocable Trust, and other key documents created through guided questions and smart automation.
Organize
Honor
Keep everything your family will need in one secure place, from accounts and insurance to household details.
Pass down more than assets. Capture your stories, values, playlists, and memories that define your legacy.
Estate planning doesn’t have to feel overwhelming
BeyondWill walks you through each step using plain language. You’ll answer simple questions, see your progress while your plan builds automatically behind the scenes.
WiseFill™ AI
Upload common documents like your most recent tax return or bank statements and let our document scanning AI fill-in your estate plan for your, saving hours of time.
Assign guardians
Assign people to take care of your kids and pets, so you can rest assured they are safe.
Interactive asset allocation
Drag and drop your assets to assign them to a beneficiary. Customize the percentage you give them and add conditions to inheritance.
Capture your legacy
Planning means more than building a list of assets to pass down, it means sharing the person behind the assets.
