1 in 600 family members will be owed money from a lost or forgotten life insurance policy.
$1.65 trillion in forgotten 401(k)s +
With job hopping becoming the norm, 1 in 5 U.S. workers have lost track of their hard-earned retirement savings.
Wealth should be transferred, not lost
Resetting the standard in estate planning
Built on proven principles to ensure security, accuracy, and effectiveness. From document creation to ongoing updates, we’ve streamlined every step to eliminate friction and complexity.
Why BeyondWill?
Collaborative accounts
Proactive alerts
Document vault
Critical information sync
Bank-level security
Simple asset allocation
WiseFill™ document upload
Plain-language guidance and summaries
Attorney-approved plans
Our commitment to you
We’ll take care of the hard parts of document creation, plan updates, sharing, and storage so you can focus on what matters.
For individuals
As your life changes, so should your Will. BeyondWill can help ensure your wishes are conveyed and kept up-to-date.
For professionals
62% of clients expect estate planning advice, but only 17% receive it. BeyondWill can help you close the gap.
