For estate planning attorneys
Say yes to the simple Wills and Trusts without giving up your afternoons.
BeyondWill is estate planning software. Your clients answer plain questions online before they reach you, and you review what they gave you and prepare the plan.
What changes for your practice
Basic plans stop costing you afternoons.
Intake happens before the first meeting
Clients answer plain questions online, at home. If they upload an old Will or a tax return, BeyondWill reads it and fills in what it can.
You start from a draft, not a blank page
Documents come from the client’s answers and state-specific templates. You review and adjust.
Your hours go to the estates that need a lawyer
Simple plans stop crowding out the complex work clients pay you for.
Recurring revenue
A Will you draft once pays once. A plan you keep current pays every year.
- –Signed, filed, forgotten
- –You hear about the divorce at probate
- –Revenue stops at signing
- ✓BeyondWill keeps watching the plan after signing
- ✓Life events are flagged to you first
- ✓Plan maintenance becomes a service you sell
How it works
Your client does the gathering. You do the lawyering.
Invite your client
Send them a link to BeyondWill. They start whenever suits them.
They prepare their information
Plain questions, saved as they go.
You review and prepare the plan
Everything in one profile, ready for your judgment.
Attorney FAQ
What attorneys ask us.
Yes. During onboarding we set your firm’s Will and Trust templates up for you, so documents come out in your language. Or start with our attorney-approved, state-specific templates.
No. BeyondWill is not a law firm and does not give legal advice. It handles the intake and the first draft. The judgment stays with you.
Will-based and Trust-based plans, including guardianship and beneficiary designations, in 49 states and D.C. (not Louisiana).
BeyondWill keeps watching it. When a marriage, a birth, a move, or a law change puts the plan out of date, you are told, so you can reach out with the update.
Client data is encrypted in transit and at rest, with role-based access controls and an audit log. The details are on our security page.
BeyondWill is not a law firm and does not provide legal, tax, or financial advice. How we protect client data and avoid the unauthorized practice of law
See what your basic plans could look like.
Fifteen minutes with a real person. No pitch, no prep.