The client experience
An estate plan your clients will actually see through.
Clients prepare wills, trusts, healthcare directives and powers of attorney in plain language, and the plan stays current as life changes. About an hour at the kitchen table, instead of six months and a $5,000 retainer.
Self-directed for your client, and you stay in the loop the whole way, so they’re covered twice and never doing it alone.
Signing and start-rate figures based on actual BeyondWill usage, 2026.
What your clients get
Everything their family needs, in one place.
Wills & trusts
State-specific documents from a guided, plain-language questionnaire.
Proactive POAs & directives
Powers of attorney and healthcare directives come up front, so the right people can act when it matters.
Stays current with life events
We watch for a move, a marriage, a new child or an inheritance, and prompt an update.
Executor & Trustee Summaries
An executor or trustee gets contacts, accounts and instructions in one place. Only on BeyondWill.
The things others skip
Stories, values and messages to pass on, plus pets and digital assets. Clients can start by uploading an existing plan.
How it works
A plan that’s easy to prepare, and easy to keep.
Simple to build, easy to tailor to the family, and current as life changes.
- 1
Start with simple questions
One plain-language question at a time, with the reason for each. Upload an existing document and WiseFill fills in the details.
- 2
Split equally or tailor
Divide everything evenly, or set specific gifts and shares for each person.
- 3
Generate state-specific documents
BeyondWill produces the full set of attorney-approved documents for a will-based plan or a revocable trust.
- 4
Keep it living
BeyondWill watches for life changes and law updates, and prompts your client and you when something needs attention.
Documents
Real documents, built for their state.
Will-based and trust-based plans, generating attorney-approved documents tailored to your client’s state.
Will-based plan
- ✓Last Will and Testament
- ✓Durable (financial) Power of Attorney
- ✓Healthcare Power of Attorney
- ✓Living Will
- ✓HIPAA Release
- ✓Executor Summary, a BeyondWill exclusive
Trust-based plan
Everything in a will-based plan, plus:
- ✓Revocable Trust
- ✓Pour-Over Will
- ✓Certification of Trust
- ✓Trust Funding Guide
- ✓Trustee Summary, a BeyondWill exclusive
Why they follow through
Most plans are made once and forgotten. Your clients’ won’t be.
BeyondWill watches for a move, a marriage, a new child or an inheritance, and prompts your client and you when the plan needs to catch up. Clients who know the plan stays current are three times as likely to start.
In their words
Clients who finally got it in place.
“I kept telling myself I didn't need a will yet, that I was too young. But life is changing all the time. I'm so happy with how quick preparing a will with BeyondWill was, and after preparing one, I realized how much easier it is to maintain.”
“They made something overwhelming feel effortless. This isn't something you want to face when you're sick or dying; it's a gift to yourself and your loved ones to do it now, while you're healthy. Life can change in an instant, don't wait.”
“A unique, easy way to complete a living will for someone who knows nothing about it. The process was extremely simple and the output detailed and thorough. My wishes and assets are protected if an unfortunate event happens.”
Keep exploring
More ways to grow with BeyondWill
Rolling it out
How we help you introduce estate planning and roll it out, from first invite to ongoing reviews.
Bring it to your clients
Estate planning your clients will thank you for.
Invite clients in a few clicks and our team helps you roll it out. You see each plan’s progress, and every signed plan feeds your Opportunity Signals.
See it for yourself.
Fifteen minutes is all it takes to see how it works.