WiseFill
Imagine estate plans are half-done before they're even started
WiseFill dramatically reduces the time it takes to create an estate plan by intelligently pre-filling plan information from documents and CRMs. Advisors can connect data sources. Clients can upload directly.
What is WiseFill?
WiseFill is BeyondWill's intelligent data processing engine. It pulls information from multiple sources, including CRM data, existing estate planning documents, tax returns, financial statements, and insurance policies, then automatically populates a new BeyondWill plan. Advisors can connect their CRM and have client plans pre-filled before a client ever logs in. Individuals can upload their own documents and skip hours of manual data entry.
How It Works
How WiseFill works
Save hours looking for information and manually entering it.
Upload documents or connect data sources
Advisors can connect CRM data or upload documents directly. Clients upload tax returns, financial statements, insurance policies, old estate plans, and more.
WiseFill auto-completes the plan
WiseFill reads the data and automatically fills in the client's plan profile with beneficiaries, assets, executors, trustees, and more.
Clients review and confirm
All pre-filled information is highlighted so clients can review, make changes, and confirm accuracy before anything is saved.
Features
WiseFill features
Intelligent document parsing
WiseFill understands the structure of estate planning documents across all 50 states. Upload PDFs, scanned documents, or images and watch data appear in your plan.
Multi-document support
Process wills, trusts, powers of attorney, healthcare directives, beneficiary designations, and financial statements, all in a single upload.
Accuracy verification
Every extracted data point is highlighted for review. Confirm or correct in seconds, ensuring your plan starts with accurate information.
Bulk processing for advisors
Onboarding dozens of clients? Upload documents in bulk and WiseFill processes them all, creating individual client plans automatically.
Use Cases
Who uses WiseFill?
For Advisors
- Start clients on second base before they ever log in by pre-filling from CRM data
- Upload client documents in bulk and let WiseFill create individual plan profiles automatically
- Increase plan completion rates by removing the friction of manual data entry
- Reduce onboarding time from hours to minutes per client
For Individuals
- Upload your existing documents instead of typing everything from scratch
- See exactly what was pre-filled, then edit, confirm, or reject before saving
- Supported documents include old wills, trusts, tax returns, brokerage statements, and insurance policies
- Every journey starts with WiseFill, getting you to a finished plan faster
FAQ
Common WiseFill questions
WiseFill can process wills, trusts, powers of attorney, healthcare directives, beneficiary designation forms, and financial statements. It supports PDFs, scanned documents, and images.
WiseFill achieves high accuracy across document types and highlights every extracted data point for human review. You can confirm or correct any value before it's saved to the plan.
Yes. WiseFill understands estate planning document formats across all 50 U.S. states and adapts its extraction logic to state-specific terminology and structures.
See WiseFill in action
Schedule a personalized demo and discover how WiseFill can transform your estate planning workflow.