Legal & disclosures

UPL & professional disclosures

BeyondWill is not a law firm and does not provide legal, tax, or financial advice. Estate planning documents prepared on the platform are generated from attorney-approved, state-specific templates. Financial advisors using BeyondWill guide clients and identify gaps; they do not draft legal documents or practice law. Clients are encouraged to consult their own attorney, tax advisor, and financial professional regarding their specific situation.

Testimonials shown across the site were given by current BeyondWill clients, reflect their individual experiences, and were not compensated. Testimonials may not be representative of the experience of other clients and are not a guarantee of future performance or results.

Privacy policy

We collect and process data to provide the service, including CRM data connected by advisors (read-only) and information clients enter to build their plans. Data is encrypted in transit and at rest. We do not sell personal data. Full policy to be finalized.

Terms of service

By using BeyondWill you agree to the terms governing access, acceptable use, subscriptions and billing, intellectual property, disclaimers, and limitation of liability. Full terms to be finalized.

Security disclosures

See our Security & Trust page for how we handle data, including read-only CRM access, encryption, SOC 2 Type II audit in progress (Delve).