Pricing
Pays for itself with one retained household
Per-advisor pricing, billed annually, with unlimited clients. Bring plans from anywhere.
Based on advisor pilot data, 2026. Practice-level results vary by book composition and signal coverage.
Plans
Per advisor pricing
Opportunity Signals included in every paid tier. The more data you connect, the more it finds.
Every account starts with 30 days of Connected, free: score your whole book from Wealthbox or a CSV and see your Opportunity Signals. If you don’t upgrade, you keep Starter. No card, no call.
Score any plan you upload and prepare your first wills. Free forever.
- ✓Plan Analyzer: summary + Risk Score on any plan you upload
- ✓Upload estate plans from any source
- ✓Up to 5 wills in total, from attorney-approved templates
Keep every plan current and get Opportunity Signals across your book. Starts with a 30-day free trial, 5 wills included.
- ✓Upload estate plans from any source
- ✓Plan Monitor: proactive alerts, annual prompts, advisor oversight
- ✓Opportunity Signals: held-away assets, life events, AUM flight risk
- ✓One-click “Start the conversation” outreach
- ✓CRM sync for contacts and data
- ✓Onboarding included
Everything in Connected, plus plans prepared on BeyondWill. The deeper intake makes every signal sharper.
- ✓Everything in Connected
- ✓Plan Prepare, wills and revocable trusts from attorney-approved templates
- ✓Guided client intake
- ✓Compound signals across the full data set
- ✓Priority support
- ✓Onboarding included
- ✓A 15-minute call to map BeyondWill to your book, no pressure
- ✓We connect your CRM or load your CSV for you, so onboarding is on us
- ✓See your first Opportunity Signals and your book-wide Risk Score
Big team? Let’s talk.
For multi-office firms and 10+ advisors, we’ll tailor a plan to your practice.
Included in every paid tier
Opportunity Signals isn’t an upsell. It’s the reason every paid tier is worth buying.
Held-away assets, life events, and at-risk inheritances, ranked by dollar impact, paired with one-click outreach.
What’s included
Compare the plans
| Starter | Connected | Complete | |
|---|---|---|---|
| Estate planning | |||
| Plan Analyzer, summary + Risk Score (plans you upload) | ✓ | ✓ | ✓ |
| Book-wide Risk Score, incl. clients without a plan | – | ✓ | ✓ |
| Upload estate plans from any source | ✓ | ✓ | ✓ |
| Prepare wills (attorney-approved templates) | 5 total | – | ✓ |
| Plan Prepare: wills, trusts & full preparation | – | Includes 5 plans | ✓ |
| Plan Monitor: proactive alerts, annual prompts | – | ✓ | ✓ |
| Opportunity Signals | |||
| Held-away asset signals | – | ✓ | ✓ |
| Life event signals | – | ✓ | ✓ |
| AUM flight risk signals (heirs) | – | ✓ | ✓ |
| Compound signals across data sources | – | ✓ | ✓ |
| One-click “Start the conversation” | – | ✓ | ✓ |
| Integrations & data | |||
| CRM sync (contacts & data) | – | ✓ | ✓ |
| Third-party data signals | – | ✓ | ✓ |
| Support | |||
| Onboarding | – | ✓ | ✓ |
| Priority support | – | – | ✓ |
Common questions
What advisors ask first
Starter is free. Connected is $3,500 and Complete is $5,500 per advisor per year, billed annually, with unlimited clients. Monthly billing is $350 and $550.
Per advisor, per year. A two-advisor firm on Complete pays $11,000 a year. Firms with 10 or more advisors get volume pricing through Enterprise.
Yes. Start free with no card and no call. Your first 30 days include Connected.
Signals combine what clients enter with third-party data. Clients confirm some events and you review the rest before you act.
Plans come from attorney-approved, state-specific templates, and clients answer the intake themselves. If you'd rather stay out of preparation entirely, Connected has every signal and no drafting.
Each signal includes a draft you edit and send by email, call or text, whichever you prefer.
Wealthbox today, with Redtail coming soon. You can also import your data from a file. Email growth@beyondwill.co for integration details.
Onboarding is on us, and every plan includes a client webinar. Larger firms can add implementation packages from $1,500 to $5,000, one time.
Still have questions?
Grab 15 minutes with a real person. No pitch, no prep.