Close the expectation gap by helping clients plan for their family’s future. BeyondWill takes the stress out of estate planning and ensures wealth is transferred, not lost.
Designed to grow with your business while delivering exceptional value to your clients.
Critical information sync
Estate plans need to be updated when life changes. BeyondWill integrates with trustworthy platforms to synchronize critical information like changes of address, additions to the family, and more.
Proactive alerts
Your clients come first. If BeyondWill notices a discrepancy, we’ll alert you so you can work with your client to keep their family protected.
Executor summaries
Executor and trustee summaries contain account numbers, contact information, instructions on pet care, and more. They save families months when settling affairs, thousands in legal fees, and immeasurable stress and anxiety.
We safeguard your data with double encryption, ensuring its accuracy and privacy
About us
Contact us
At BeyondWill, we work hard to make the tough conversations easier through technology that removes the frictions of life's transitions.