Why BeyondWill
The estate plan is the start. We make it your growth engine.
Estate planning isn’t the product, it’s the data source. BeyondWill turns the plans your clients already have into ranked revenue. That’s a category no one else competes in.
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 finish line
- –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
The same plan data other tools file away, we rank by dollar impact and pair with the next conversation.
From once a year to Monday morning
A living dashboard, not a point-in-time PDF. It re-evaluates continuously, so it earns a place in your week.
From make the plan to grow the practice
We’re not just a better way to prepare plans. We’re what you do with them once they exist.
The living dashboard
The dashboard you open Monday morning.
Every plan in your book, scored and ranked, re-evaluating as your clients’ lives change, so the next conversation is always in front of you. And plans prepared on BeyondWill capture more than the bare minimum, down to specific accounts and assets, so their signals run richer than anything other digital platforms produce.
“Without a relationship with the next generation, you’re just renting the assets, until they walk out the door.”
This testimonial was given by a current BeyondWill client and reflects their individual experience. The client was not compensated. Testimonials may not be representative of the experience of other clients and are not a guarantee of future performance or results.
Augmentative, not replacement
Already using another estate tool? Keep it.
BeyondWill sits next to your planning workflow, sourced through us or anywhere, and tells you which household to call this week. You don’t have to switch anything to start.
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.”
Comments from advisors evaluating BeyondWill, reflecting their individual experiences. Not compensated; not a guarantee of future results.
See your first signals.
Fifteen minutes is all it takes to see what’s hiding in your book.