Stay Updated
Outdated plans create risk. Updated plans create protection.
An estate plan is only as good as the last life event it reflects. BeyondWill watches for changes in your life and walks you through the right updates when they happen.
70%
of estate plans are out of date
How It Works
When life changes, your plan keeps up
Getting married, having a child, moving states, losing a loved one. These moments change everything, and your estate plan should change too. BeyondWill makes that simple.
Life changes trigger a review
BeyondWill watches for major events through check-ins, monitoring, and updates from you or your advisor. When something changes, you'll know.
Guided updates walk you through it
No guessing what needs to change. BeyondWill shows you exactly which parts of your plan are affected and walks you through each update step by step.
Advisors stay in the loop
Your advisor is notified when your plan needs attention so they can reach out with helpful guidance at the right time.
Benefits
Why it matters
More proactive touchpoints
Life-event driven updates create natural reasons to engage clients throughout the year, not just at review time.
Faster path from change to action
Guided updates reduce the time between a life event and an updated plan from months or years to days.
Higher plan completion and follow-through
Structured walkthroughs increase the likelihood that updates are actually finished, not postponed indefinitely.
Expanded planning opportunities
Estate updates naturally surface broader conversations around beneficiaries, insurance, trusts, and asset structure.
FAQ
Common questions
BeyondWill uses a combination of periodic client check-ins, connected data sources, and rules-based monitoring to identify events that may affect an estate plan.
Marriage, divorce, births, deaths, relocations, significant asset changes, and state law updates can all trigger a review. BeyondWill explains which provisions are affected and why.
No. BeyondWill identifies what changed and recommends specific actions. You (or your advisor) decide what to update.
Estate plans that evolve with life
When plans stay current, families stay protected and advisors stay relevant. See how BeyondWill makes it happen.