Plan Analyzer extracts the key details and highlights where old estate plans break down so you can guide the next conversation with confidence.

Upload old plans

Upload an estate plan and get instant clarity on where it may fall short.

Surface what needs attention

Identify risks across people, assets, structure, and trust provisions.

Turn insights into action

Share a client-ready report, then invite the client to update with BeyondWill with a prefilled new plan.

Plan Analyzer reviews the plan details that determine whether protection is complete, current, and aligned with real life.

Document types detected (Will, Trust, POA, healthcare documents, and more)

Trust provisions (incapacity, trustee replacement, funding instructions, schedules)

Signing date, witness and notary indicators, signature presence

Asset information (real estate, accounts, insurance, retirement)

Executors, guardians, trustees, agents, plus backups and successors

Household and relationships (spouse, children, dependents)

Beneficiaries and contingent beneficiaries, including inferred relationships

Plan Analyzer doesn't stop at insight. It carries what you uncover directly into the next plan so clients can move forward without starting over.

WiseFill pre-fills a new BeyondWill profile from the existing plan

New plans start on second base

Remove friction so updates actually get completed

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