The client experience
An estate plan your clients will actually finish.
Your clients prepare a plan in plain language, wills, trusts, healthcare directives, and powers of attorney, that stays current as life changes. About an hour at the kitchen table, not six months and a $5,000 retainer. Here’s exactly what they experience, and it’s easy to share.
Self-directed for your client, and you stay in the loop the whole way, so they’re covered twice and never doing it alone.
Completion and start-rate figures based on actual BeyondWill usage, 2026.
What your clients get
Everything their family needs, in one place.
Wills & trusts
State-specific documents from a guided, plain-language questionnaire, no legalese.
Proactive POAs & directives
Powers of attorney and healthcare directives prompted up front, so the right people can act when it matters, not an afterthought.
Stays current with life events
Life-event signals watch for a move, a marriage, a new child, or an inheritance, and prompt an update so the plan never drifts out of date.
Executor & Trustee Summaries
A BeyondWill exclusive: everything an executor or trustee needs to settle affairs, contacts, accounts, and instructions in one place. Above and beyond the legal documents.
The things others skip
Stories, values, and messages to pass on, plus pets, digital assets, and a head start by uploading an existing plan, so nothing falls through the cracks.
How it works
A plan that’s easy to prepare, and easy to keep.
Your clients feel confident from the first question: a plan that’s simple to build, assets they can split equally or tailor to their family, and documents that stay current as life changes.
- 1
Start with simple questions
Plain language, one question at a time, with the why behind each step. They can even upload an existing document and let WiseFill pre-fill the details.
- 2
Split equally or tailor
Divide everything evenly, or set specific gifts and shares for each person. Your client decides, and BeyondWill keeps it clear.
- 3
Generate state-specific documents
When the details are ready, BeyondWill produces a complete set of attorney-approved documents for a will-based plan or a revocable trust.
- 4
Keep it living
The plan doesn't end at signing. BeyondWill watches for life changes and law updates and prompts your client, and you, when something needs attention.
Documents
Real documents, built for their state.
Will-based and trust-based plans, generating attorney-approved documents tailored to your client’s state.
Will-based plan
- ✓Last Will and Testament
- ✓Durable (financial) Power of Attorney
- ✓Healthcare Power of Attorney
- ✓Living Will
- ✓HIPAA Release
- ✓Executor Summary, a BeyondWill exclusive
Trust-based plan
Everything in a will-based plan, plus:
- ✓Revocable Trust
- ✓Pour-Over Will
- ✓Certification of Trust
- ✓Trust Funding Guide
- ✓Trustee Summary, a BeyondWill exclusive
Why they finish
Most plans are made once and forgotten. Your clients’ won’t be.
BeyondWill watches for the life changes that matter, a move, a marriage, a new child, an inheritance, and prompts your client (and you) when the plan needs to catch up. When clients know it stays current, they’re far likelier to start, and to finish.
In their words
Clients who finally got it done.
“I kept telling myself I didn't need a will yet, that I was too young. But life is changing all the time. I'm so happy with how quick preparing a will with BeyondWill was, and after preparing one, I realized how much easier it is to maintain.”
“They made something overwhelming feel effortless. This isn't something you want to face when you're sick or dying; it's a gift to yourself and your loved ones to do it now, while you're healthy. Life can change in an instant, don't wait.”
“A unique, easy way to complete a living will for someone who knows nothing about it. The process was extremely simple and the output detailed and thorough. My wishes and assets are protected if an unfortunate event happens.”
Testimonials from BeyondWill clients reflecting their individual experiences. Clients were not compensated. Testimonials may not be representative of others and are not a guarantee of future results.
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.
Bring it to your clients
Estate planning your clients will thank you for.
Invite clients in a couple of clicks, and lean on our team to roll it out the right way. You stay in the loop as plans progress, and every finished plan deepens the relationship and feeds your Opportunity Signals.
See your first signals.
Fifteen minutes is all it takes to see what’s hiding in your book.