BeyondWill is a B2B2C estate planning platform that simplifies the creation and ongoing management of Wills through user-friendly technology and guided workflows. It addresses the complexities of estate settlement and family disputes by ensuring that estate plans are easily created, updated, and accessible as life circumstances change.
Funding
Funding not disclosed
Founders
Product
Problem
Many individuals lack proper estate plans, leading to complications, disputes, and potential loss of assets during estate settlement. Existing estate planning processes can be complex, time-consuming, and difficult to keep updated as life circumstances change. This often results in outdated or missing documentation, leaving families unprepared and vulnerable.
Solution
BeyondWill is a platform designed to simplify estate planning by providing individuals and professionals with tools to create, manage, and update wills. The platform streamlines the will creation process with guided workflows and plain language, making it easier for users to allocate assets, designate beneficiaries, and specify instructions. BeyondWill also offers features for collaborative accounts, proactive alerts, and secure document storage, ensuring that estate plans remain current and accessible. By simplifying these processes, BeyondWill aims to reduce the friction associated with estate planning and ensure that wealth is transferred according to the user's wishes.
Target Audience
BeyondWill targets individuals who want to create and maintain their estate plans, as well as financial professionals, advisors, and employers looking to offer estate planning services to their clients or employees.
Features
- Guided will creation with plain-language explanations
- Secure document vault for storing and managing estate planning documents
- Collaborative accounts for sharing and managing plans with family members or advisors
- Proactive alerts for reminding users to update their wills as life circumstances change
- WiseFill™ document upload for importing existing estate planning documents
- Attorney-approved plan templates
- Bank-level security with double encryption to protect sensitive data