Pricing
Pays for itself with one retained household
One platform. Every signal. Per-advisor pricing, billed annually. Bring any estate plan, sourced through us or elsewhere.
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.
Start free: upload any plan and get its Risk Score on Starter. Every account also starts with 30 days of Connected free, connect Wealthbox or upload a CSV to score your whole book, plus Opportunity Signals, Plan Monitor, and 5 on-platform wills. Don’t upgrade? You keep Plan Analyzer and Risk Score on the plans you upload, free, forever. No card, no call.
Evaluate any estate plan you upload, get its Risk Score, and prepare your first wills. Free forever, it’s what you keep if you don’t upgrade.
- ✓Plan Analyzer: summary + Risk Score on any plan you upload
- ✓Upload estate plans from any source
- ✓Prepare up to 5 wills total (not annual), from attorney-approved templates
Upload any estate plan, keep it current, and turn your practice into a ranked pipeline of opportunities. Start with a 30-day free trial (includes 5 on-platform wills).
- ✓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 from attorney-approved templates. Their deeper intake captures the specific accounts and assets other digital platforms skip, so Opportunity Signals run sharper. The full lifecycle in one platform.
- ✓Everything in Connected
- ✓Plan Prepare, wills and revocable trusts from attorney-approved templates
- ✓Client-guided intake & streamlined preparation workflows
- ✓Compound signals across the full data set
- ✓Priority support
- ✓Onboarding included
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 | – | – | ✓ |
| 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
Per advisor, per year, billed annually. A two-advisor firm on Complete pays $11,000 a year. Volume pricing kicks in at 10+ advisors via Enterprise.
Yes. Click “See your first signals” to begin. We’ll guide you to the experience that fits your practice best.
Signals come from a mix of what your clients enter and third-party data, some events confirmed by the client, others flagged for you to review. We show what’s actually in your book, so you verify before you act.
Plans on BeyondWill are built from attorney-approved, state-specific templates, with client-guided intake. For advisors who’d rather stay out of the preparation workflow entirely, the Connected tier delivers the full Opportunity Signals dashboard without any drafting feature.
Every signal includes a one-click “Start the conversation”, you edit, then send via the channel you prefer. We never prescribe email vs. call vs. text; the goal is a deeper relationship, not a push.
We connect to your CRM, pull contacts and positions, and reconcile every signal against what you already manage. For specific integration details, reach out to our team at growth@beyondwill.co.
Onboarding is on us, and a client webinar is included in every plan. Larger firms can add tailored implementation packages ($1,500–$5,000 one-time) based on practice size and complexity.
See your top 10 opportunities in your first week.
We’d love to learn about your practice, then we’ll show you where the growth is hiding.