Case studies
Real practices. Real AUM uncovered.
Started plans are interesting. Finished plans are revenue, retention, and household reach. Here’s what that looks like inside a real practice.
From first webinar to 44 new estate plans.
A planning-led advisor put BeyondWill at the front of their prospecting motion and watched a stalled top-of-funnel turn into 150 net-new conversations and 44 started plans in six months, opening a younger, fee-receptive market.
Figures from a single advisor engagement.
“BeyondWill lined up perfectly with the kind of proactive, family-first support I want my clients to feel.”
This testimonial was given by a current BeyondWill client and reflects their individual experience. The client was not compensated. Testimonials may not be representative of the experience of other clients and are not a guarantee of future performance or results.
In their words
Advisors on BeyondWill
“If you’re serious about providing complete financial advice, you need BeyondWill.”
“BeyondWill immediately stood out. It let us offer wills, trusts, powers of attorney, and healthcare directives in a way that was simple, accessible, and affordable, so we could reach more families. The feature that touched me most: clients can leave messages for their loved ones, love, guidance, and memories that bless generations after them. It’s not just another platform; it was built from real legacy, real family, and real purpose.”
These testimonials were given by current BeyondWill clients and reflect their individual experiences. The clients were not compensated for these testimonials. Testimonials may not be representative of the experience of other clients and are not a guarantee of future performance or results.
More stories
By practice type
Reviving a stalled pipeline
How a dormant book of prospects turned into booked conversations. Story coming soon.
More of the household
Using life-event signals to turn annual reviews into proactive, family-wide conversations. Story coming soon.
Winning the heirs early
Reaching non-client beneficiaries before the wealth transfer. Story coming soon.
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.
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.