An estate plan is only as good as the last life event it reflects. BeyondWill helps capture life changes as they happen and ensures estate plans continue to reflect life, relationships, and wishes.
BeyondWill is designed to recognize when life changes and guide people through the right updates, without starting from scratch or guessing what comes next.
Life events trigger review
Guided updates capture the full impact
Advisors stay informed and involved
Updates are surfaced through periodic check-ins, rules-based signals, proactive monitoring, and actions initiated by clients or advisors.
When something changes, BeyondWill walks people through the right updates so related decisions are addressed.
Advisors are alerted when plans change, allowing them to step in with timely guidance and relevant financial planning decisions.
