About
Estate planning is the entry point. Engagement is the opportunity.
Advisors were sitting on estate planning data they couldn’t use. We built the dashboard that puts it to work, and we help advisors use it.
What we believe
Portfolio management is becoming a commodity. Advisors will win the next decade by knowing the whole family and reaching out first.
What we build
A dashboard that keeps estate plans current, ranks the opportunities inside them and makes the next conversation obvious.
How we show up
Rollout playbooks, UPL-safe guidance and people on the ground in advisors’ communities.
Where the market is going
Estate planning is becoming proactive, mainstream, and earlier.
43%
advisor adoption of estate tech, up from 16% two years earlier
Mid-40s
average age of a BeyondWill user, planning earlier, not end-of-life
+60%
of started plans get signed, and climbing