Advisor support
You’re not rolling this out alone.
Offering estate planning changes how you run your practice. We work with you from the first invite to every annual review.
How we support you
Hands-on help at every step.
Prep & first 30 days
Before you invite a single client, we plan how to position it and what a strong first month looks like.
Rollout: 1:1, group, or firm-wide
A one-on-one intro, a client webinar or a firm-wide launch. We help you pick the one that fits your book.
Getting clients started and signed
The estate intro, annual-review prompts and life-event follow-ups that keep plans moving toward signing.
Maintenance & review
Set an annual review rhythm, so an out-of-date plan becomes a timely conversation.
Positioning & UPL-safe talking points
Introduce estate planning so you guide and spot gaps without practicing law.
Adoption & impact
See who's started, who's signed and which Opportunity Signals came up, and do more of what works.
Objections & client FAQs
Answers for what clients ask: is this legally valid, why not a lawyer, is my information safe.
It all starts with the Advisor Rollout Guide below: a four-week roadmap you can start today, with playbooks, templates and our team behind it.
Everything is UPL-safe by design and easy to adapt to your firm’s compliance review.
The Advisor Rollout Guide
A four-week roadmap to launching BeyondWill.
How to set your goal, split your book into waves, announce it with a ready-to-send email, and answer client questions with a UPL-safe cheat sheet.
Get the guide
Tell us where to send it and it’s yours.
Keep exploring
More ways to grow with BeyondWill
The client experience
Exactly what your clients experience, an estate plan they actually see through. Easy to share.
Still have questions?
Grab 15 minutes with a real person. No pitch, no prep.