Community partnerships
Not just a platform, in the community with you.
Estate planning is a local, human conversation. We show up alongside you: with estate attorneys, practical education, local events, and referral partners that bring families to your door.
How we show up
Software is the tool. Presence is the difference.
Local events & seminars
Co-hosted estate workshops and client events, we bring the format, the content, and the follow-up.
Estate-planning education
Quick-hit sessions, 15-20 minutes, on estate-led growth for advisors and the families they serve. No hour-long surprise demo.
Estate attorney network
Connections to estate attorneys for clients who need bespoke work, so you’re never the legal bottleneck.
Referral partners
We bring families to your door.
Consumer-facing partners send people who need estate planning into the BeyondWill ecosystem, and we route them to advisors through Find an Advisor.
Co-branded entry
A dedicated, co-branded landing experience for your audience, with shared tracking.
Qualified household leads
Consumers from partners are matched to advisors via Find an Advisor, real pipeline, not just traffic.
A real plan + a real advisor
People get a plan that stays current and an advisor who can help them act on it.
On the road
Where we’ll be
Future Proof
Booth + sessions · dates TBA
XYPN LIVE
Independent & fee-only advisors
Regional estate workshops
Co-hosted with advisors · ongoing
Partner with us