Pricing
Simple, transparent pricing
Whether you're protecting your own family or managing estate plans for clients, BeyondWill has a plan that fits.
Individual
Everything you need to create and maintain your estate plan.
- Guided estate plan creation
- State-specific document generation
- WiseAI monitoring and alerts
- Legacy Capsule
- Secure document vault
- Unlimited plan updates
Professional
For advisors and attorneys managing client estate plans.
- Everything in Individual, plus:
- Client management dashboard
- Bulk client onboarding
- WiseFill document processing
- Plan Analyzer for client reviews
- Priority support
- Wealthbox & CRM integrations
- White-label options
Pricing questions
All plans include state-specific document generation for wills, trusts, healthcare directives, powers of attorney, HIPAA releases, and more. Every plan also includes an Executive Summary with all the additional information a family needs to settle affairs after a loss, including critical contact information, account details, and more. Documents are generated based on your state of residence and specific situation.
Professional plans are billed per advisor, not per client. One flat fee gives an advisor access to unlimited client accounts — no per-seat or per-client charges as your book of business grows. Contact our team for details.
Yes. Book a demo and our team will walk you through the platform. For individuals, plans start at $99/year.