About
Estate planning is the entry point. Engagement is the opportunity.
BeyondWill started with a simple observation: advisors are sitting on estate-planning data they can’t turn into anything. We built the dashboard that changes that, and we work alongside advisors to help them put it to work.
What we believe
Portfolio management is commoditizing. The advisors who win the next decade will win on relationship depth, family-level visibility, and proactive engagement, across generations.
What we build
A living dashboard that turns estate plans into ranked opportunities, keeps them current, and makes the next conversation obvious, built to feel like less work, not more.
How we show up
Software isn’t enough. We provide rollout playbooks, UPL-safe guidance, and a real community presence so advisors can actually operationalize this.
Where the market is going
Estate planning is becoming proactive, mainstream, and earlier.
advisor adoption of estate tech, up from 16% two years earlier
average age of a BeyondWill user, planning earlier, not end-of-life
of started plans get finished, and climbing