Understand the Estate
A client may have an estate plan. That doesn't mean they're protected.
BeyondWill's Plan Analyzer helps advisors uncover hidden risks in existing estate plans, highlight what needs attention, and turn old documents into clear next steps.
70%
of estate plans are out of date
How It Works
Spot hidden risks and take action
BeyondWill transforms dense, outdated estate plans into clear, actionable insights in minutes so advisors can move conversations forward without spending time deciphering legal documents.
Upload a client's existing plan
The system reads wills, trusts, powers of attorney, healthcare documents, and supporting files.
See what matters most right away
Identify gaps, missing documents, outdated decisions, and areas needing attention.
Turn analysis into next steps
Get a structured, advisor-friendly view with focus areas for discussion and prioritized recommendations.
Benefits
Why it matters
Reduce time spent deciphering documents
Plan Analyzer reads and structures the information so you can focus on guiding your client, not parsing legal language.
Surface gaps your clients don't know about
Missing documents, conflicting beneficiary designations, and outdated provisions are flagged automatically.
Start meaningful conversations
Turn plan analysis into a reason to connect. Share findings with clients and position yourself as their go-to planning partner.
Build trust through transparency
Clients see that you understand their full picture. That clarity builds confidence and deepens the relationship.
Go from analysis to new plan creation with one click
Plan Analyzer connects directly to WiseFill. All the data extracted from old documents flows into a new plan automatically. No re-entering information. No starting from scratch. One click takes you from understanding the old plan to building the new one.
FAQ
Common questions
Plan Analyzer reviews wills, revocable trusts, pour-over wills, financial powers of attorney, healthcare powers of attorney, living wills, advance directives, and supporting schedules. Multiple documents can be uploaded together.
Most documents are processed within minutes. You receive a structured summary with identified gaps, risks, and recommended next steps.
No. Plan Analyzer provides informational analysis to help advisors identify areas of concern. It is not a substitute for professional legal review.
Yes. Plan Analyzer generates a client-ready report in plain language that you can download and share directly.
Turn old estate plans into meaningful conversations
Understanding your clients' existing plans lets you deliver meaningful guidance that reduces risk for families and builds trust.