Advisor support
You’re not rolling this out alone.
Introducing estate planning to your clients is a practice change, not just a new tool. We work alongside you, from first rollout to ongoing reviews, so it becomes a natural, repeatable part of how you serve clients.
How we support you
Hands-on help at every step.
Prep & first 30 days
We help you get ready before you invite a single client: how to position it for your practice and what a strong first month looks like.
Rollout: 1:1, group, or firm-wide
We help you pick and plan your motion, a one-on-one intro, a client webinar, or a firm-wide launch, whatever fits your book.
Getting clients started and finished
We help you drive completion: the estate intro, annual-review prompts, and life-event follow-ups that keep plans moving.
Maintenance & review
We help you build an annual review cadence, so an out-of-date plan becomes a timely, valuable conversation instead of a gap.
Positioning & UPL-safe talking points
We help you introduce estate planning the right way, so you guide and identify gaps without ever practicing law.
Adoption & impact
We help you see who's started, who's finished, and the Opportunity Signals it uncovers, so you can double down on what works.
Objections & client FAQs
We help you answer what clients ask, is this legally valid, why not just a lawyer, is my information safe, so a hesitation never stalls the plan.
It all starts with the Advisor Rollout Guide below, a proven four-week roadmap you can put to work today, backed by a growing library of playbooks and templates and a team that walks every step with you.
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.
Announce it, drive completion, and stay at the center of every plan. Inside: how to set your goal and activate your dashboard, segment your book into waves, a ready-to-send announcement email, and a UPL-safe cheat sheet for the questions clients ask.
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 finish. Easy to share.
See your first signals.
Fifteen minutes is all it takes to see what’s hiding in your book.