Security & trust
Built to be trusted with your book.
Advisors won’t connect a CRM without clear answers. Here’s exactly how we handle your clients’ data, and what we never do.
Read-only CRM access
We pull contacts and positions to match signals. We never write to or modify your CRM.
Encrypted end to end
Client data is encrypted in transit and at rest, with role-based access controls and an audit log.
Attorney-approved templates
Documents are generated from attorney-approved, state-specific templates for 49 states + DC (not available in Louisiana).
Augmentative, not replacement
Advisors guide and spot gaps, and documents come from attorney-approved templates. You never practice law, and your in-house planners stay.
Compliance-first
SOC 2 Type II audit in progress.
Plain and simple
What we never do
- ✓We never modify, overwrite, or push data back into your CRM.
- ✓We never present advisors as practicing law; documents come from attorney-approved, state-specific templates.
- ✓Advisors monitor and guide, they never edit a client's document.
- ✓We never sell or share client data with third parties.
- ✓We never make the advisor invent the data plumbing, concierge onboarding handles it.
For your compliance team
Common questions
Is preparing plans on BeyondWill UPL-safe for advisors?
Yes. 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.
How is third-party signal data verified?
Clients enter and confirm some details. Others come from third-party data and are flagged for you to review.
What access do you require?
Read-only access to your CRM. If your CRM has no API, you upload a periodic export and we keep the data fresh.
How do I report a security concern?
Email support@beyondwill.co. Security reports are routed to our security lead and triaged within one business day.
Still have questions?
Grab 15 minutes with a real person. No pitch, no prep.