Why BeyondWill
The estate plan is the start. We make it your growth engine.
Your clients’ estate plans show who holds assets elsewhere, whose life just changed and which heirs might leave. BeyondWill ranks all of it by dollar value.
No card, no call. 30 days of Connected included, then Plan Analyzer and your Risk Scores stay free forever.
The category shift
From a document clients make once to a dashboard you grow with.
- –A one-time document, then it’s filed away
- –A cost center, work you refer out and forget
- –Plan preparation is the whole job
- –Static: accurate the day it’s signed, slowly wrong after
- ✓A living dashboard you open Monday morning
- ✓A revenue engine, held-away assets, life events, flight risk
- ✓Plan preparation is the starting line for growth
- ✓Always current: it re-evaluates as your clients’ lives change
From documents to revenue
Other tools file plan data away. We rank it by dollar value and suggest the next call.
From once a year to Monday morning
The dashboard updates as clients’ lives change, so it earns a place in your week.
From make the plan to grow the practice
Preparing a plan is where we start. The value is what you do with it next.
The living dashboard
The dashboard you open Monday morning.
Every plan in your book, scored, ranked and updated as clients’ lives change. Plans prepared on BeyondWill record specific accounts and assets, so their signals run deeper.
“Without a relationship with the next generation, you’re just renting the assets, until they walk out the door.”
Augmentative, not replacement
Already using another estate tool? Keep it.
Keep your current planning workflow. BeyondWill sits beside it and tells you which household to call this week.
See how we compare: Wealth.com · Vanilla · Trust & Will
Based on advisor pilot data, 2026.
What advisors say after seeing it
Advisors evaluating BeyondWill.
“Of everything I've demoed this year, BeyondWill was the clearest standout. It's the only one that actually matched how I want to work with clients, walking them through their whole estate picture in real time instead of handing them off and hoping it gets done. Still weighing my options, but this is the one to beat.”
“Most platforms stop at the legal documents. BeyondWill is the first one I've seen that also captures the things that don't fit in a will: life lessons, photos, recipes, the stuff families actually wish they'd saved. That's not just estate planning, that's a reason for a client to call me instead of the other advisor down the street.”
“The legal documents are table stakes. What sold me on BeyondWill is everything it captures beyond them, the family stories and details that never make it into a will. If it delivers, that's the piece other platforms are missing.”
Still have questions?
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