The platform
Turn the estate data you already have into your growth engine.
BeyondWill keeps every plan in your book current and ranks what’s inside them by dollar value. You always know who to call next.
No card, no call. 30 days of Connected included, then Plan Analyzer and your Risk Scores stay free forever.
Opportunity Signals
Every estate plan is a map to assets you don’t manage yet.
Three signals, ranked by dollar value. Plans prepared on BeyondWill carry the most detail, so they rank sharpest.
Find the assets outside your AUM
Accounts, property and policies held elsewhere, and who controls them.
Hear about life events first
Marriages, births, moves, job changes and business sales. Each one is a reason to call.
Keep inheritances in your book
See which inheritances could follow an heir to another advisor, and reach the heir first.
Plans that stay alive after they’re signed.
Plan Monitor watches every plan for the changes that matter and prompts you and your client before a plan falls out of date.
- ✓Alerts on life events, law changes and asset shifts
- ✓Annual review prompts, sent for you
- ✓Oversight on every household
- ✓Contacts and data synced from your CRM
Clients prepare plans without waiting on an attorney.
Clients answer a guided intake and Plan Prepare drafts the plan from attorney-approved, state-specific templates. The intake records the real accounts behind each plan, so its signals run deeper.
- ✓Wills and revocable trusts
- ✓49 states + DC (not Louisiana)
- ✓Guided intake your clients work through on their own
- ✓Moves straight 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 each plan and ranks what matters.
Score any plan in seconds
Plan Analyzer summarizes any uploaded plan in plain language with a Risk Score, free on Starter. On Connected, scores roll up across your book.
Guide without practicing law
Flag what needs attention in a client’s plan. Every change is logged and approved by the client, and you never edit the legal document.
Two doors. Same dashboard.
Your clients don’t have to prepare plans here to get value.
Upload plans prepared anywhere on Connected, or have clients prepare them here on Complete. Every household becomes a ranked opportunity.
Still have questions?
Grab 15 minutes with a real person. No pitch, no prep.