For Attorneys
Grow your impact, not your workload
BeyondWill makes supporting clients who need basic Wills and Revocable Trust plans straightforward and efficient, freeing you to focus on the complex estates that need your expertise most.
Benefits
Why attorneys choose BeyondWill
Serve more clients without more hours
Automate the routine work of basic Wills and Revocable Trusts. BeyondWill handles intake, document generation, and client communication so you can serve more families without stretching your team.
Use your templates or ours
Bring your own document templates and let BeyondWill populate them, or use our attorney-reviewed, state-specific templates. Either way, documents are generated automatically from client data.
Advisor collaboration
Work alongside financial advisors on shared clients. Everyone sees the same plan data, reducing miscommunication and duplicated effort.
Earn referrals through the network
Join the BeyondWill attorney referral network for free. When clients need help with complex plans, special-needs families, or multi-state property, they're matched with in-state attorneys like you.
How It Works
Get started in four simple steps
Invite clients
Send clients a link to complete their estate planning profile on BeyondWill. WiseFill handles data extraction from existing documents.
Clients complete profiles
Clients answer simple, plain-language questions at their own pace. WiseFill pre-populates information from uploaded documents so they finish faster.
Review collected information
Review the complete client profile and generated documents. Make adjustments, add provisions, and finalize the plan with your professional expertise.
Ongoing monitoring
WiseAI alerts you when client plans need updating. Life events, law changes, and asset shifts are flagged automatically so you stay ahead.
FAQ
Attorneys questions
Yes. You can bring your own templates and let BeyondWill populate them from client data, or use our attorney-reviewed, state-specific templates. Both options generate documents automatically.
No. BeyondWill streamlines the routine work of basic plans so you can focus your expertise on complex estates. It automates intake, document generation, and monitoring to enhance your practice.
Yes. Joining the referral network is free. When clients on BeyondWill need attorney assistance for complex plans, special-needs families, multi-state property, or tax strategies, they are matched with in-state attorneys.
BeyondWill supports Will-based and Trust-based plans with guardianship designations, beneficiary designations, and digital asset coverage across 49 states plus D.C. Louisiana is currently excluded due to its unique civil law system.
See BeyondWill in action
Schedule a personalized demo and discover how BeyondWill can transform your attorneys practice.