The platform
Turn the estate data you already have into your growth engine.
BeyondWill reads across the plans in your book and the data around them, keeps everything current, and ranks the opportunities by dollar impact, so you always know who to call next.
Or explore the live demo with sample data, no call.
Opportunity Signals
Every estate plan is a map to assets you don’t manage yet.
Three signal types, ranked by dollar impact and paired with the next conversation. The deeper the data, the sharper the ranking, which is why plans prepared on BeyondWill produce the strongest signals of all.
Held-away assets
See the accounts, properties, and policies sitting outside your AUM, and who controls them.
Life events
Marriages, births, moves, job changes, a business sale, the life events, in the plan and beyond it, that open a conversation.
AUM flight risk
Spot inheritances about to leave your book for an heir’s advisor, and reach them first.
Plans that stay alive after they’re signed.
Plan Monitor watches every plan in your book for the changes that matter, then prompts you and your client before anything falls out of date.
- ✓Proactive alerts on life events, law changes, and asset shifts
- ✓Annual review prompts, automated
- ✓Advisor oversight on every household
- ✓Syncs contacts and data from your CRM
Attorney-approved templates, client-guided.
When clients are ready to prepare or refresh a plan, Plan Prepare builds it from attorney-approved, state-specific templates with a guided intake, no UPL risk for you. Because that intake captures the specific accounts and assets behind the plan, not just the bare minimum, the Opportunity Signals these plans produce run deeper than anything other digital platforms can derive.
- ✓Wills and revocable trusts from attorney-approved templates
- ✓State-specific documents for 49 states + DC (not available in Louisiana)
- ✓Client-guided intake and streamlined workflows
- ✓Seamless handoff into monitoring
Advisor tooling
Built around how you actually work.
Ask anything about a plan
WiseAI, the Claude-powered engine behind monitoring and signals, reads plans, watches for change, and ranks what matters.
Score any plan in seconds
Point Plan Analyzer at any plan you upload for a plain-language summary with its Risk Score, free on Starter. On Connected, Risk Score rolls up book-wide and scores clients even without a plan.
Guide without practicing law
Collaboration lets you guide a client’s plan and flag what needs attention, with every change logged and client-approved. You stay out of the legal document itself, helping you stay clear of UPL.
Two doors. Same dashboard.
Your clients don’t have to prepare plans here to get value.
Upload plans your clients prepared anywhere (Connected), or prepare plans on BeyondWill from attorney-approved templates (Complete). Either way, every household becomes a ranked opportunity.
See your first signals.
Fifteen minutes is all it takes to see what’s hiding in your book.