WiseAI
The power of AI in a compliant manner
Estate plans shouldn't gather dust. WiseAI gives advisors the ability to chat with a client's plan, understand it deeply, and stay ahead of changes. All in a compliant, logged environment. No need for ChatGPT or Claude.
What is WiseAI?
WiseAI is BeyondWill's AI-powered plan intelligence layer. For advisors, it provides a compliant way to interact with client estate plans using AI, something they cannot safely do with general-purpose tools like ChatGPT or Claude. Every interaction is logged and auditable. WiseAI also continuously monitors for life changes, law updates, and asset shifts, generating actionable alerts so advisors and individuals always know when a plan needs attention.
How It Works
How WiseAI works
Analyze plan data
WiseAI reads the complete estate plan and builds a structured understanding of every document, beneficiary, asset, and provision.
Chat with any plan
Advisors can ask questions about a client's plan in plain language and get instant, accurate answers. Every conversation is logged for compliance.
Monitor for changes
WiseAI continuously watches for life events, law changes, and asset shifts that could affect a plan, then surfaces specific, actionable alerts.
Generate insights and recommendations
Get a clearer picture of every client's plan with gap analysis, risk scoring, and prioritized recommendations for what to address next.
Features
WiseAI features
A clearer picture of every client's plan
WiseAI helps you better support your clients by surfacing the information you need, before you need it. Identify gaps, inconsistencies, and potential risks. Spot clients who need attention before issues arise. Prepare for meetings with context, not guesswork.
Compliant AI for regulated professionals
Advisors can't safely use general-purpose AI tools with client data. WiseAI is purpose-built for estate planning, with full logging, audit trails, and data isolation. Every answer, alert, and insight is grounded in what a client has actually documented.
Always working, even when you're not
WiseAI analyzes your client base, reviewing estate data from multiple sources and flagging emerging concerns: outdated or incomplete plans, missing roles or key designations, structural risks that warrant a conversation, and clients whose plans no longer reflect their life today.
Get instant answers about any plan
Ask questions about a client's estate plan in plain language and get instant, accurate answers. WiseAI uses CEPA scoring to prioritize client needs and help you focus your time where it matters most.
Use Cases
Who uses WiseAI?
For Advisors
- Chat with a client's plan to quickly understand their coverage before a meeting
- Get proactive alerts when a client's life changes trigger a plan review
- Stay compliant while using AI, with every interaction logged and auditable
- Prioritize outreach by seeing which clients have the most urgent plan gaps
- Understand complex trust structures without reading every page of every document
For Individuals
- Receive alerts when a life event or law change means your plan needs updating
- Get plain-language explanations of what your plan covers and what it doesn't
- Feel confident your plan stays current without needing to manually track changes
- Understand why specific updates are recommended with clear, jargon-free guidance
FAQ
Common WiseAI questions
WiseAI monitors for life events (marriage, divorce, births, deaths, relocations), changes in state estate planning laws, and significant shifts in asset values or composition.
WiseAI uses a combination of user-reported updates, connected data sources, and periodic check-ins to identify changes that may affect your estate plan.
No. WiseAI is purely advisory. It identifies what changed, explains the impact on your plan, and recommends specific actions. You (or your advisor) decide what to update.
General-purpose AI tools are not designed for regulated environments. Client estate plan data uploaded to those tools may violate compliance requirements. WiseAI is purpose-built for this use case with full logging, data isolation, and audit trails.
See WiseAI in action
Schedule a personalized demo and discover how WiseAI can transform your estate planning workflow.