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Tech that deepens client relationships

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.

Our solution empowers

Regardless of your expertise, BeyondWill provides value to your clients and allows you to effectively manage your growing business.

For Financial Advisors

For Estate Attorneys

For Tax Advisors

Leverage technology to bridge critical gaps, strengthen client relationships, and scale your evolving business.

Simplify administrative tasks so you can focus on strong client relationships and scaling your business.

Give your clients long-term strategies for transferring wealth to the next generation. 

REMOVING THE FRICTION OF LIFE'S TRANSITIONS

What we are learning from our users

PRODUCT FEATURES

Simple pricing

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. 

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