Legacy
People are more than a list of assets. Your plan should reflect that.
Estate planning goes beyond documents and distributions. BeyondWill helps you preserve meaning, values, and personal context alongside the legal plan, giving families clarity and advisors deeper, more lasting client relationships.
How It Works
Bring legacy into the plan
Legacy Capsule makes it easy to capture what matters most and keep it alongside the legal plan, not scattered across notes and emails.
Capture meaning, not just instructions
Document stories, values, traditions, and lessons using straightforward prompts and accessible language.
Organize it alongside the legal plan
Legacy content lives with the estate plan rather than scattered across separate notes, emails, and documents.
Let it grow over time
Legacy planning evolves continuously as circumstances change, mirroring the plan itself.
Benefits
Why it matters
Deeper, more personal planning conversations
Legacy Capsule gives advisors a way to move beyond transactional interactions and offer clients space to document what matters most.
Stronger emotional connection and client trust
When clients feel seen as people, not just portfolios, the advisory relationship becomes more meaningful and more durable.
A lasting reason for clients to stay engaged
Legacy planning gives families an ongoing reason to return to their plan and keep it evolving over time.
Families inherit more than money
Stories, values, and traditions are passed down alongside the legal plan, giving future generations a fuller picture of who came before.
FAQ
Common questions
Written letters, photos, videos, audio recordings, recipes, stories, traditions, and any digital file you want to preserve for future generations.
Only the people you designate. You choose exactly who receives each piece of content and when. Everything is encrypted and access-controlled.
Yes. Legacy Capsule is included for all individual users. Advisors can enable it for their clients as part of the planning experience.
Estate planning is more than assets
Help your clients leave something meaningful. See how Legacy Capsule makes it part of the plan.