BeyondWill’s MCP Connector
A new way to build and support every client’s estate plan.
Connect your AI tools to your clients’ estate plans. Your AI assistant and your meeting assistant can see where each client’s plan stands before you meet. What your client mentions during the meeting goes into their plan, highlighted for them to review. You see which clients to call next, and what to talk about when you do.
Why it matters
It fits the way you already work.
Nobody has to go somewhere new. Estate plans get built and kept current through the conversations you are already having. That is the difference between an estate offering you mention and one that grows your book.
For your client
They start their plan without paperwork
Nobody has to face a blank form. The first answers come out of a check-in they were having with you anyway.
Their plan stays current as life changes
When a life change comes up in a meeting, the plan is updated and your client is asked to confirm it. It is current at the moment their family needs it.
They never answer the same question twice
What they already told you doesn’t get asked again. New details arrive highlighted, and your client corrects anything that is wrong.
For you
More of your clients actually start a plan
The step that stalls estate planning happens inside a meeting you had already scheduled, not in homework you have to chase.
You always know where every plan stands
The estate picture is in your prep, so you can guide the conversation instead of opening it with questions your client expects you to know.
You spot held-away assets and heirs you would have missed
Held-away accounts, expected inheritances, and heirs land in Opportunity Signals, ranked by what they are worth to your book, with outreach drafted.
How it works
Two places it plugs in.
AI assistants
Connect Claude or ChatGPT
Ask your own assistant about your book, in plain language.
- 1Add BeyondWill as a connector, the same way you add any other.
- 2Sign in with your BeyondWill login and approve what it may see.
- 3Ask it anything: which plans have gone out of date, who hasn’t named a guardian.
Meeting assistants
Coming soonConnect your meeting assistant
The estate conversation runs inside the tool that already joins your meetings.
- 1Connect BeyondWill from your meeting assistant’s integrations page.
- 2Estate context appears in the pre-meeting brief you already read.
- 3What your client mentions is written back to their plan, highlighted for them to review.
Capabilities
What the connection does once it is on.
- 1Life events
A life event becomes your client’s next step.
When something said in a meeting changes what the plan needs, your client is asked to fix it. A new baby means naming a guardian and updating beneficiaries. You don’t chase the follow-up.
- New dependent
- Marriage or divorce
- Property bought or sold
- A trust never funded
- 2Opportunity Signals
A new baby is also a 529 conversation.
What belongs to you rather than to the plan lands in Opportunity Signals. Each one is ranked by what it is worth to your book, with outreach drafted.
- Held-away accounts
- Expected inheritances
- The next generation
- 3Meeting prep
Walk in knowing where the plan stands.
Plan status, beneficiaries that no longer match the household, trusts that were never funded, and the Risk Score, inside the brief you already read.
- Summary-only mode for stricter firms
Data and control
Built so compliance can say yes.
Facts, never recordings
Only extracted facts cross the connection. BeyondWill never receives or stores audio or transcripts.
Facts, not decisions
The connector fills in people, assets, and relationships. Beneficiary allocations, executor and guardian choices, and signing stay deliberate acts by the client.
Scoped to your book
You connect with your own BeyondWill login and approve access on a plain-language consent screen. The connection sees only clients assigned to you.
Sensitive fields stay out
Social Security numbers, EINs, account numbers, and account values are never shared through the connector.
Revocable at any time
Every connected app is listed in your BeyondWill settings, and disconnecting one revokes its access.
Your firm decides
The connector is enabled firm by firm, and a summary-only mode shares plan status and gaps without asset details.
More on how we protect client data: Security, compliance, and UPL
Advisor FAQ
What advisors ask about the MCP Connector.
MCP, the Model Context Protocol, is an open standard that lets AI tools connect to other software using permissions you grant. BeyondWill’s MCP Connector lets a connected assistant read where your clients’ estate plans stand, and send the estate facts from a meeting back into the plan.
AI assistants that support MCP connectors, such as Claude and ChatGPT, connect today. Meeting assistant integrations are coming soon, and the estate facts they capture will flow into plans the same way.
No. When meeting assistants connect, only the facts they extract, such as a new dependent or a property purchase, cross the connection. BeyondWill never receives or stores audio or transcripts.
No. The connector fills in facts: people, assets, and relationships. Choosing beneficiaries, executors, and guardians, and signing the plan, remain the client’s own decisions. New details are highlighted for the client to review.
The clients assigned to you, and for each one where their estate plan stands: progress, the sections still open, and gaps. It never sees Social Security numbers, account numbers, or account values.
The estate details they mention are drafted into a plan that waits in your BeyondWill dashboard. When you invite them to BeyondWill, their plan has a head start instead of starting empty.
The Complete tier, at $5,500 per advisor per year or $550 a month. Complete also includes plan preparation from attorney-approved, state-specific templates.
In BeyondWill, open Settings and go to Integrations. Disconnect the app there and its access is revoked straight away. You can reconnect later with a new consent.
BeyondWill is not a law firm and does not provide legal, tax, or financial advice. Details added from a meeting are highlighted for the client to review, and plan decisions remain the client’s.
Connect once. Every meeting counts after that.
Estate context before you meet, plan updates after.