Tax Season 2026
Upload your tax return to start your estate plan
Got your 1040 handy? WiseFill extracts your key information, names, addresses, accounts, and property, to jumpstart your estate plan. No credit card needed. No account required to see what we find.
1+ hours
Faster plan completion
50+ fields
Auto-filled from your documents
Free
No credit card to get started
How It Works
Three steps to a head start
Upload your documents
Upload your tax return or other financial documents: bank statements, insurance policies, or investment statements. PDF format, up to 10 files.
WiseFill extracts your information
Our AI reads your documents and identifies people, addresses, bank accounts, investments, property, and more. Takes about a minute.
See your results, then decide
No credit card needed to upload and see what we find. Free to start, free to explore. A fee applies only if you choose to take action on your estate plan.
Features
What WiseFill extracts
People & relationships
Names, addresses, Social Security numbers, dates of birth, and income ranges for you, your spouse, and dependents.
Real estate
Property addresses and types: primary residence, rental properties, and investment properties.
Financial accounts
Bank accounts, investment accounts, and brokerage accounts with institution names and account numbers.
Vehicles & other assets
Vehicles, business interests, and other assets identified from your documents.
Security
Your data is safe with us
- Your files are protected by the same security standards banks use
- We never sell or share your personal information with third parties
- Files that aren't saved to an account are permanently deleted after 7 days
- No account required to see your results
FAQ
Common questions
WiseFill is BeyondWill's document reader. Upload a PDF and it scans for the key information your estate plan needs: the people in your household, your address, financial accounts, and more. Instead of filling everything in by hand, WiseFill gives you a head start.
WiseFill supports tax returns (1040), bank statements, insurance policies, investment statements, and auto titles. All documents must be in PDF format. You can upload up to 10 files at once.
No. Upload your documents and see what WiseFill finds, no account required. You only need to sign up when you're ready to save your results and continue building your estate plan.
Your uploaded files and extracted data are permanently deleted from our servers after 7 days.
WiseFill typically processes documents in about 30 to 90 seconds, depending on file size and complexity.
Yes. Uploading your documents and seeing your results is completely free, no credit card needed. A fee applies only if you choose to take action on your estate plan.
Your tax return is more useful than you think
Upload it now and see how much of your estate plan it can fill in. Free, fast, and secure.