Voice
Coming in Q4Creating an estate plan is now as easy as having a conversation.
Your client answers plain questions out loud, and their plan fills in on screen as they speak. They can fix anything as they go, and ask their own questions when they get stuck.
Why it matters
A plan only counts once your client has been through it.
Your clients have been meaning to get to this for years. The form was always the reason it waited.
A conversation is far easier than a legal questionnaire. The plan you recommended finally gets made, and you can review it, monitor it and act on it.
What it changes
Your client talks. Everything else happens while they do.
Five things happen during one ordinary conversation. Your client only notices the conversation.
- 1Talking
Your client just talks.
They answer in their own words, at their own pace, the way they would tell you about their family across a table. There's nothing to prepare.
- 2Listening
The details get picked out of the conversation.
Names, dates, property, accounts, who matters to whom. Voice pulls the plan details out of ordinary speech, so your client never repeats themselves.
- 3Building
Each detail lands in the plan.
Each answer lands on screen as they speak. Your client sees what was understood and fixes anything that came out wrong.
- 4Answering
Their questions get answered, in plain language.
What a trustee does. Why an alternate matters. The questions that usually end a session get answered on the spot, without legal advice.
- 5Signing
What comes out the other side is ready to sign.
Documents from attorney-approved, state-specific templates, with signing instructions written for a first-timer.
Advisor FAQ
What advisors ask about Voice.
Voice lets your client build an estate plan by talking. A voice agent asks plain-language questions, and the answers land in the plan on screen, where your client can check and correct them.
No. If they have a recent tax return or account statements on hand, WiseFill reads them and fills in those parts of the plan, so Voice has less to ask.
They can. The same session runs as text, and your client can switch between talking and typing at any time.
Your client agrees up front that AI providers may process their voice and financial details to build the plan, with the privacy policy linked. Audio is processed as they speak, and we don't keep the recording or a transcript. We keep only the plan details, which your client can see and correct.
No. Your client works through it on their own time, and you see the result in your dashboard. Many advisors introduce it in a review and let the client take it from there.
No. Voice asks questions and records answers. It doesn't recommend a structure or interpret a document, and it tells your client to consult an attorney for legal advice.
We're turning Voice on firm by firm. Book 15 minutes and we'll tell you when your firm is up.
BeyondWill is not a law firm and does not provide legal, tax, or financial advice. Voice records what your client tells it; plan documents are prepared from attorney-approved, state-specific templates, and decisions remain your client’s.
How we protect client data: Security, compliance, and UPL
Related: the MCP Connector and what your clients experience.
See it for yourself.
Fifteen minutes is all it takes to see how it works.