Creating Plans
Protecting your family made easy
Estate planning doesn't need to feel intimidating or complicated. Step-by-step walkthroughs, plain language, and thoughtful guidance help you protect your family with confidence.
Build your plan at your own pace
BeyondWill walks you through estate planning step by step. No legal jargon, no confusing forms. Answer plain-language questions about your family, assets, and wishes, and BeyondWill generates a complete set of state-specific legal documents. Most people finish in under 30 minutes, and WiseFill can make it even faster by pre-filling information from documents you already have.
How It Works
How Creating Plans works
Start with simple questions
No legal jargon. One question at a time in plain language, explaining why each step matters so you feel confident, not overwhelmed.
Choose your plan structure
When your information is ready, you'll decide whether a Will-based plan or Revocable Trust makes the most sense for your situation.
Review, finalize, and feel prepared
Download your state-specific documents, sign them, and store them safely. Share with your attorney if you'd like a professional review.
Keep it living
Your plan doesn't end at document generation. WiseAI monitors for life changes and law updates, alerting you when your plan needs attention.
Documents
What documents can I create with BeyondWill?
BeyondWill offers Will-based and Revocable Trust-based plans. Here's what's included in each.
Last Will and Testament
The foundation of your plan. Directs how your assets are distributed, names guardians for minor children, and designates an executor to carry out your wishes.
Durable Power of Attorney
Authorizes someone you trust to manage your finances if you can't. Covers bank accounts, bills, investments, taxes, and real estate.
Healthcare Power of Attorney
Names the person who makes medical decisions for you if you're unable to communicate. Covers treatment choices, hospital stays, and care preferences.
Living Will
Records your wishes about life-sustaining treatment, resuscitation, and palliative care so your family doesn't have to guess.
HIPAA Release
Gives your designated people access to your medical records when they need them. Without this, hospitals may not share information with your family.
Executor Summary
A BeyondWill exclusive. Compiles all the information your family needs to settle your affairs: contact details for guardians, beneficiaries, and advisors, account information, and more. No more waiting for the mail to come in. Everything for probate and settlement in one place.
Everything in a Will-based plan, plus:
Trust-based plans include every document listed above, with the addition of trust-specific documents.
Revocable Trust
Holds your assets during your lifetime and transfers them to your beneficiaries without probate. Faster, more private, and less expensive than going through the courts.
Pour-Over Will
A safety net for your trust. Catches any assets not yet transferred into the trust and directs them there after death.
Certification of Trust
A summary document that proves your trust exists without revealing the private details. Banks and title companies often require this when you retitle assets.
Trust Funding Guide
Step-by-step instructions for transferring your assets into the trust. A trust only works if it's funded. This guide makes sure nothing gets missed.
Trustee Summary
A BeyondWill exclusive. Everything your trustee needs to manage and distribute the trust: contact information, account details, asset inventory, and specific instructions. Designed to make trust administration straightforward.
Features
What makes it different
Guided, plain-language experience
No legal jargon, no confusing forms. BeyondWill asks simple questions and explains each decision so you feel confident throughout the process.
State-specific documents
Every document is tailored to your state's specific requirements. BeyondWill supports 49 states plus D.C.
Will-based and trust-based plans
Choose the plan type that fits your situation. BeyondWill supports simple will-based plans and comprehensive trust-based plans with attorney collaboration.
Built-in attorney collaboration
For trust-based plans or complex situations, BeyondWill connects you with estate planning attorneys who can review and finalize your documents.
Use Cases
Built for individuals and advisors
For Advisors
- Offer estate plan creation as a value-added service for clients
- Onboard clients quickly with a guided experience they can complete in under 30 minutes
- Use WiseFill to pre-populate plans from existing documents before clients review
- Monitor client plans at scale with bulk tools and automated alerts
For Individuals
- Create your first estate plan without needing to hire an attorney upfront
- Update or replace an outdated plan with current information and state-specific documents
- Include guardianship designations, beneficiary designations, and digital asset coverage
- Preserve your stories and values alongside your legal documents with Legacy Capsule
FAQ
Common Creating Plans questions
Most people complete their plan in under 30 minutes. The guided flow asks simple questions and generates your documents automatically based on your answers.
You can create and maintain your plan without a lawyer. However, we always recommend having an attorney review your documents, especially for complex situations involving trusts or blended families.
BeyondWill generates wills, revocable trusts, pour-over wills, financial powers of attorney, healthcare powers of attorney, living wills, HIPAA releases, and beneficiary designations. All documents are tailored to your state.
BeyondWill supports estate plan creation in 49 states. Louisiana is currently excluded due to its unique civil law system.
WiseAI starts monitoring for changes that affect your plan, including life events, law updates, and asset shifts. You'll receive alerts with specific recommendations when something needs attention.
See Creating Plans in action
Schedule a personalized demo and discover how Creating Plans can transform your estate planning workflow.