For Advisors
Estate planning that deepens client relationships
Add estate planning to your practice without adding complexity. BeyondWill gives you the tools to serve clients better and grow your business.
Benefits
Why advisors choose BeyondWill
Scale your practice
Manage hundreds of client estate plans from a single dashboard. Bulk document generation, automated alerts, and client-facing tools save you hours every week.
Deepen client relationships
Estate planning opens conversations about what matters most to your clients. Use BeyondWill to build trust, increase retention, and unlock referrals.
Stay proactive with WiseAI
Receive intelligent alerts when a client's plan needs attention, whether it's a life event, a law change, or an asset shift. Reach out before they ask.
White-label ready
Deliver estate planning under your brand. BeyondWill integrates with your existing tools including Wealthbox, so the experience feels seamless for your clients.
How It Works
Get started in four simple steps
Onboard clients in minutes
CRM integration, individual invites, and bulk uploads make onboarding fast. Connect your Wealthbox or upload a client list and get started immediately.
Start clients on second base
CRM data pre-populates client plans automatically. Or use WiseFill to upload documents you already have. Clients see a plan that's already half-done before they log in.
Monitor and alert
WiseAI continuously monitors for life events, law changes, and asset shifts that affect client plans, then alerts you proactively.
Grow your practice
Estate planning becomes a recurring touchpoint. Deepen relationships, increase AUM, and earn referrals through proactive client service.
Collaboration
Self-directed for clients, collaborative for advisors
The client experience is self-directed. Clients answer questions, review their plan, and generate documents at their own pace. But advisors aren't on the sidelines. You can contribute to a client's plan, review progress, add context, and step in when needed. It's the best of both worlds: clients feel empowered, and advisors stay involved.
FAQ
Advisors questions
BeyondWill integrates with Wealthbox and other popular CRM platforms. Client data syncs automatically, so you can manage estate plans alongside your existing financial planning workflow.
Yes. Professional plans include white-label options so your clients experience estate planning under your brand. Custom branding, colors, and domain options are available.
The client experience is self-directed. Clients answer simple, plain-language questions at their own pace. Most finish in under 30 minutes, especially when WiseFill has pre-populated their information.
Yes. While the experience is client-led, advisors can review progress, add context, upload documents, and step in at any point. You stay involved without creating a bottleneck.
Advisors can guide clients and identify gaps in their estate plans, but cannot draft legal documents. BeyondWill handles document generation while connecting clients to attorneys when needed.
The CEPA score is a risk rating that measures plan completeness, recency, and alignment with a client's life circumstances. It helps advisors prioritize which clients need attention most.
See BeyondWill in action
Schedule a personalized demo and discover how BeyondWill can transform your advisors practice.