About Us
Working hard to humanize estate planning
It can be difficult to talk about death. At BeyondWill, we work hard to ease tough conversations and believe in the importance of preserving legacies, securing assets, and empowering generations.
Our Values
What drives us every day
Empathy
Estate planning can be scary. We’ve been where you are, and we’re here to help. Our approach is always compassionate and supportive, aiming to make your journey a little lighter.
Simplicity
We champion straightforward, clean solutions that save you time and effort. We’re all about making things easier and more approachable.
Utility
We dedicate ourselves to providing practical tools and services that solve real problems. Everything we offer is designed with your real-life needs in mind.
We work together to strengthen relationships between individuals & families
The BeyondWill team is small but mighty. Our unique backgrounds and skills drive the company's mission to simplify estate planning and ensure wealth is transferred, not lost. Together, we're not just creating a product; we're empowering families.
What we built
A platform built for how people actually live
Most estate planning tools treat a signed plan as the finish line. We don't. BeyondWill keeps the plan moving as your client's life moves. WiseFill ingests existing documents in seconds. WiseAI watches for the life events that change what a plan should say. Plan Analyzer re-scores risk as documents and laws change.
For advisors, CEPA Score ranks every household in the book by estate planning urgency, and Collaboration lets advisors contribute to a client's plan with full audit trail and client approval. For families, Legacy Capsule preserves the stories and values that legal documents cannot hold.
Whether you're an individual creating your first plan, a financial advisor serving clients, or an attorney streamlining intake, the platform meets you where you are. The hardest part of estate planning isn't making the first plan — it's keeping it current as life moves on.
Want to see it in practice? Schedule a demo.
Hear Our Story
Why we built BeyondWill
Justin Deja
Chief Executive Officer
Eron Bucciarelli
Chief Product Officer
Ready to modernize estate planning?
Whether you're a professional looking to add estate planning to your practice or an individual ready to protect your family, BeyondWill has you covered.