Platform comparison
BeyondWill vs Wealth.com
Both platforms touch estate planning. They do different jobs. Wealth.com is the planning engine for HNW and UHNW practices. BeyondWill turns the estate plans in your book, sourced through us or anywhere, into ranked revenue opportunities. The estate plan is the start. We make it your growth engine.
Reviewed quarterly. Last updated August 2026.
Feature comparison
Side by side
| Feature | BeyondWill | Wealth.com |
|---|---|---|
| Positioning | ||
| Built for | Independent RIAs, solo to small | Enterprise wealth firms and HNW practices |
| Ideal client segment | Mass affluent and HNW | HNW and UHNW |
| 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 | , Life-event capture from meeting transcripts only (Jump, Zocks); no proactive detection |
| 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 | ✓ | ✓ |
| Beneficiary designations | ✓ | ✓ |
| Complex trusts (irrevocable, GRAT, SLAT, sub-trusts, special needs) | , | ✓ ILIT, GRAT/SLAT, and sub-trust structures via Family Office Suite and Scenario Builder |
| AI and intelligence | ||
| Document extraction (OCR / AI) | ✓ | ✓ Ester Intelligence, agentic AI reading estate documents, tax returns, and financial statements |
| Plan risk analysis | ✓ Risk Score, from any plan or client-level data, aggregated book-wide | ✓ Ester Intelligence flags risks across estate and tax documents |
| Estate visualization | ✓ Interactive estate visualization | ✓ Report Builder flowcharts; Heritage Map in Family Office Suite |
| Scenario / strategy modeling | , | ✓ Scenario Builder |
| Tax planning | , | ✓ |
| AI Chat | ✓ WiseAI lets clients have an ongoing conversation with their BeyondWill estate plan | , |
| Pre-meeting report | ✓ | ✓ |
| 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 | ~ Ester Intelligence document summaries |
| Continuous Risk Score monitoring | ✓ Plans are re-scored as documents, life events, and laws change | , |
| Advisor / client collaboration | ✓ | ✓ Client portal with goals, deadlines, and client-initiated deed prep |
| Enterprise integrations | ✓ | ✓ Schwab, Osaic, Goldman Sachs Custody, FMG Suite |
| Attorney access | ✓ Nationwide Attorney Network for complex estates | ✓ |
| Client experience | ||
| Plan updates | ✓ Plans move forward as life changes, not just flagged for review | , |
| Proactive monitoring | ✓ We flag the life events that should be reason for a plan update | , |
| Document vault | ✓ | ✓ The Vault, multi-file upload with categories |
| 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 | Not published |
| Self-serve start, no sales call required | ✓ Start free, see your first signals in minutes; 30-day Connected trial | , Demo-led |
✓ 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.
- Your clients are growing wealth and have frequent life events that impact the plan.
- You want full value from plans sourced anywhere, without preparing them yourself.
- Client experience matters: Legacy Capsule, WiseAI Chat, advisor collaboration.
- You want transparent per-advisor pricing and a free, self-serve start.
Choose Wealth.com
Your book is HNW and UHNW with complex needs
- Clients have complex estate and tax planning needs as a permanent feature, not a milestone.
- Clients require irrevocable trusts, GRAT/SLAT modeling, or sub-trust architecture.
- You need Scenario Builder to compare strategies side by side for the same client.
- You want integrated tax planning: gifting, estate, and charitable impact modeling.
- Your firm is already inside the Schwab, Osaic, or Commonwealth ecosystem.
Already on Wealth.com? Keep it. BeyondWill sits next to your planning workflow and tells you which household to call this week.
FAQ
Common questions
They do different jobs. Wealth.com is planning software: deep HNW and UHNW plan creation with irrevocable trusts, scenario modeling, estate visualization, and tax strategy. BeyondWill is an advisor growth dashboard built on estate-planning data: it turns the plans in your book, sourced through us or anywhere, into ranked, dollar-quantified opportunities like held-away assets, life events, and at-risk inheritances. Wealth.com helps you build the plan. BeyondWill tells you who to call this week.
Yes. Keep your planning workflow where it is. BeyondWill reads the plans in your book and ranks the revenue opportunities inside them. Plan creation is the cost of entry; Opportunity Signals is the return on investment.
Not today. BeyondWill prepares foundational plans from attorney-approved, state-specific templates: wills, revocable trusts, pour-over wills, healthcare directives, durable POA, and beneficiary designations. Clients whose planning centers on irrevocable trusts or sub-trust architecture are better served by Wealth.com or a specialist estate attorney, and BeyondWill still turns those plans into signals once they are in your book.
WiseAI monitors for life events like marriage, relocation, birth, or the death of a named beneficiary and alerts the advisor when a plan needs to be revisited. The Risk Score stays current as documents, life events, and laws change. Wealth.com does not currently offer life event detection or automatic update prompting.
Wealth.com is advisor-facing only. BeyondWill supports both direct consumer access and advisor-led workflows.
Starter is free forever and includes the book-wide Risk Score and Plan Analyzer. Paid tiers are $3,500 per year ($350 per month) for Connected and $5,500 per year ($550 per month) for Complete, per advisor. Wealth.com does not publish 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.