Platform comparison
BeyondWill vs Trust & Will
Both platforms create estate plans. They do different jobs with them. Trust & Will helps a family get a plan signed. BeyondWill turns that plan into ranked opportunities across your book.
Reviewed quarterly. Last updated August 2026.
Feature comparison
Side by side
| Feature | BeyondWill | Trust & Will |
|---|---|---|
| Positioning | ||
| Built for | Independent RIAs, solo to small | Direct consumers, with an advisor layer |
| Ideal client segment | Mass affluent and HNW | Direct consumers and advisors |
| Opportunity Signals | ||
| Held-away asset signals | ✓ Uncovers accounts your clients hold elsewhere, ranked by dollars | , |
| Life event signals | ✓ WiseAI flags marriage, relocation, birth, death, and other triggers | ~ Live life-event alerts (death, marriage, divorce); flags a review rather than updating the plan |
| AUM flight risk (at-risk inheritances) | ✓ Finds adult heirs in client plans who are not yet your clients | , |
| Signals from plans sourced anywhere | ✓ Two doors: upload plans prepared elsewhere or prepare them on-platform. Same dashboard. | , |
| Documents prepared | ||
| Wills | ✓ | ✓ |
| Revocable trusts | ✓ | ✓ |
| Pour-over will | ✓ | ✓ |
| Living will / advance healthcare directive | ✓ | ✓ |
| Durable power of attorney | ✓ | ✓ |
| HIPAA authorization | ✓ | ✓ |
| Beneficiary designations | ✓ | ✓ |
| Complex trusts (irrevocable, GRAT, SLAT, sub-trusts, special needs) | , | , Attorney-match Custom Plan referral for complex cases |
| AI and intelligence | ||
| Document extraction (OCR / AI) | ✓ WiseFill pulls names, addresses, accounts, and property from uploaded documents | ✓ AI document upload, extraction, and client-ready summaries |
| Plan risk analysis | ✓ Risk Score, from any plan or client-level data, aggregated book-wide | ✓ Plan Score (EstateOS) |
| Estate visualization | ✓ Interactive estate visualization | , |
| Scenario / strategy modeling | , | , |
| Tax planning | , | ~ Estate tax report for advisors; strategy modeling on roadmap |
| AI Chat | ✓ WiseAI lets clients have an ongoing conversation with their BeyondWill estate plan | , |
| Pre-meeting report | ✓ | ~ AI-generated client-ready estate summary |
| Advisor tools | ||
| Advisor dashboard | ✓ | ✓ |
| Opportunity Signals | ✓ Ranked, dollar-quantified opportunities from every plan in your book | , |
| Plan Analyzer | ✓ Plain-language summary with a Risk Score for any plan you upload | ~ AI plan summaries |
| Continuous Risk Score monitoring | ✓ Plans are re-scored as documents, life events, and laws change | ✓ Plan Score with life-event alerts |
| Advisor / client collaboration | ✓ | ✓ Limited |
| Enterprise integrations | ✓ | ✓ UBS, Fifth Third, Northwestern Mutual, AARP, LPL, USAA, 150+ institutions and 200+ credit unions |
| Attorney access | ✓ Nationwide Attorney Network for complex estates | ✓ Trust & Will for Attorneys platform |
| Nonprofit / planned-giving platform | , | ✓ Dedicated platform for nonprofit planned-giving programs |
| Client experience | ||
| Plan updates | ✓ Plans move forward as life changes, not just flagged for review | , Consumers self-update documents; advisor side flags reviews |
| Proactive monitoring | ✓ We flag the life events that should be reason for a plan update | , |
| Document vault | ✓ | ✓ |
| Mobile notarization | Coming soon | ✓ |
| Legacy and storytelling | ✓ Legacy Capsule: multimedia memory, values, and personal story preservation | , |
| Self-directed experience | ✓ | ✓ |
| Commercial | ||
| Transparent per-advisor pricing | $3,500/yr ($350/mo) or $5,500/yr ($550/mo) Free Starter scores any plan you upload; book-wide scoring comes with Connected | Advisor pricing published: free, $2,500/yr, or $4,850/yr |
| Self-serve start, no sales call required | ✓ Start free, see your first signals in minutes; 30-day Connected trial | ✓ Consumer and advisor self-serve |
✓ available , not available. Reviewed quarterly. Last updated August 2026. Source: internal competitive analysis.
60% of started plans get finished, and climbing (advisor pilot data, 2026). One planning-led advisor prepared 44 plans and added 150 net-new prospects in six months. Read the case study.
Our point of view
What we actually believe about estate planning
The growth engine
The estate plan is the start. We make it your growth engine.
Every plan in your book holds revenue you cannot see from the documents alone: held-away assets, life events, heirs who are not yet your clients.
Opportunity Signals reads that data and ranks it as dollar-quantified opportunities. The next $1M in your book is already in your book.
A living dashboard
The tool you open Monday morning, not once a year
Flagging a plan as out of date is not enough. The plan still has to change. WiseAI detects the life event, the Risk Score updates, and the plan moves forward with the advisor and the client.
What you deliver is not a dashboard alert. It is a plan that is still correct ten years after it was signed.
More than money
What a family actually inherits is not in the will
Families read the legal documents once. They return to the stories, the voice, and the reasons behind the decisions for the rest of their lives.
Legacy Capsule lets clients record what documents cannot hold: values, messages, and memories in their own voice.
Honest assessment
When to choose each
Choose BeyondWill
You run an independent RIA and want growth from plan data
- You want ranked, dollar-quantified opportunities: held-away assets, life events, at-risk inheritances.
- Clients upload existing documents and you want them parsed automatically via WiseFill.
- You want deeper plan analysis and risk scoring (Risk Score and Plan Analyzer), not just a top-line plan rating.
- Client experience matters: Legacy Capsule, WiseAI Chat, advisor collaboration.
- You want transparent per-advisor pricing and a free, self-serve start.
Choose Trust & Will
You want direct consumer pricing and broad reach
- Individual consumers who want the lowest-cost path to a valid digital will or trust.
- Brand recognition matters: 700,000+ families served and partnerships with UBS, Northwestern Mutual, AARP, and SoFi.
- Your firm is already integrated with one of Trust & Will's 110+ partner institutions.
- You are a nonprofit running a planned-giving program and want a purpose-built platform.
FAQ
Common questions
Trust & Will helps a family get a plan signed. BeyondWill turns that plan into AUM. Trust & Will started with consumers and added an advisor layer later. BeyondWill was built for advisors: it reads the plans in your book, wherever they were prepared, and ranks held-away assets, life events and at-risk inheritances by dollar value. Both produce valid estate plans.
Both detect life changes. Trust & Will's Life Event Engine and Plan Score flag that something happened and recommend a review. BeyondWill's WiseAI drives the update itself, the Risk Score tracks document and law changes, and the advisor gets an updated plan to review instead of a task to schedule.
Yes. BeyondWill delivers full value on plans prepared anywhere. Upload the plans your clients already have, through Trust & Will or any attorney, and BeyondWill turns them into ranked opportunities across your book. Plan creation is the cost of entry; Opportunity Signals is the return on investment.
No. Trust & Will covers wills, revocable trusts, pour-over wills, POA, healthcare directives, and HIPAA authorizations. Neither Trust & Will nor BeyondWill models irrevocable trusts, GRATs, SLATs, or sub-trust architecture. Clients with those needs are better served by Vanilla, Wealth.com, or a specialist estate attorney.
Trust & Will publishes consumer pricing of roughly $199 to $599, depending on whether the plan includes a trust. BeyondWill is priced per advisor: Starter is free, and Connected and Complete are $3,500 and $5,500 a year with unlimited clients. For a consumer buying a one-time document with no advisor, Trust & Will is often cheaper.
Starter is free forever and includes Plan Analyzer and a Risk Score on any plan you upload. Paid tiers are $3,500 per year ($350 per month) for Connected and $5,500 per year ($550 per month) for Complete, per advisor. Trust & Will does not publish advisor platform pricing.
For advisors
Start free. See your first signals.
Starter is free forever: upload any plan and see its Risk Score in minutes. The 30-day Connected trial adds book-wide scoring and Opportunity Signals. No sales call required.
BeyondWill is not a law firm and does not provide legal, tax, or financial advice. This comparison is based on publicly available information and internal research as of August 2026. Competitor features, pricing, and positioning may have changed since publication. Reach out to the respective vendors to verify current capabilities before making a purchasing decision. Permalink to this comparison.