Increase efficiency in your process, decrease the administrative burden on you and your clients, and find new clients.
Request demoRequest demoEnhance your offerings, and strengthen your bond with clients with our comprehensive estate planning solutions.
Onboard clients more quickly and easily with an all-in-one platform that streamlines data collection, replaces data into usable information, and offers appointment scheduling.
Spend less time on administrative tasks with an intuitive platform that makes document generation and client communication more efficient.
With increased productivity, you can scale your practice and serve a larger client base. Plus, focus more on strategic legal advice and relationship-building to improve client satisfaction.
Regardless of your expertise, BeyondWill provides value to your clients because when your clients are happy, your business grows.
We use plain language and step-by-step guidance to make creating an estate plan as easy as possible for your clients.
BeyondWill’s WiseFill feature saves clients valuable time when it comes to creating an estate plan. Clients upload common documents like a driver’s license, tax return, and bank statements. Information is extracted and profiles are pre-populated.
Life changes, and so should a Will. We automatically trigger updates based on life events, ensuring client’s wishes are always up-to-date—at no extra cost.
Traditional estate plans leave families scrambling to find critical information after a loss. Our Executor Summary reduces settlement time by months and can save your client’s beneficiaries tens of thousands of dollars.
For complex needs or when clients prefer expert advice, our attorney network is readily available to assist.
At BeyondWill, we're built to help estate attorneys, financial advisors, and CPAs serve their clients better. Our intentionally designed platform removes the administrative burden of estate planning from both the client and their trusted advisors, allowing your clients to feel more confident in your value.
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