Revocable Trust & Pour Over Will, Last Will & Testatment, Financial Power of Attorney, Healthcare Power of Attorney, Living Will, Executor & Trustee Summary
WiseAI™ monitors plan data and activity to spot changes before they become issues. Ask questions about any client’s plan, receive proactive alerts, and strengthen relationships through timely insights.
Clients build their plans and also capture their legacy through stories, values, and traditions that define them, giving you a clearer view of their goals and legacy.
"If you’re serious about providing complete financial advice, you need BeyondWill."
“BeyondWill lined up perfectly with the kind of proactive, family-first support I want my clients to feel.”
BeyondWill supports simple will-based plans as well as trust-based plans built with attorney collaboration. Every plan includes guardianship, beneficiary designations, and digital asset coverage.
Is BeyondWill attorney-approved? +
All plan templates are drafted and reviewed by licensed estate attorneys to ensure compliance across 49 states and the District of Columbia. BeyondWill does not service Louisiana. Advisors can also collaborate directly with attorneys through BeyondWill’s network when clients need more complex planning.
What if my client already has a will or trust? +
Advisors can upload the client’s existing documents through WiseFill™, and BeyondWill will extract the relevant data to refresh and modernize their plan, saving hours of manual entry.
Can clients access BeyondWill directly? +
Yes. BeyondWill plans are completed by the client, but Advisors can jumpstart the process by uploading a variety of client documents or data from your CRM before they even log in. Most plans are completed in under 30 minutes thanks to WiseFill™, which pre-fills information from uploaded documents. Advisors and clients start on second base instead of from scratch.
Who is the typical client using BeyondWill? +
The average client is around 44 years old, married or in a committed relationship, with kids, a home, and full-time employment. They’re busy professionals who value efficiency, clarity, and the ability to keep their plan up to date.
Is BeyondWill only for high-net-worth clients? +
No. The platform was built for the mass affluent through high-net-worth individuals — anyone who wants a plan that evolves with life, not one that expires with it.
Build stronger relationships, one plan at a time
Practical ideas for helping clients protect what matters most and strengthen their legacies through collaboration.
