BeyondWill
BeyondWill provides an online platform for creating and managing estate plans, including wills and trusts, that adapt to life changes through features such as document generation and proactive updates. The service employs digital tools for secure document storage with double encryption to ensure data protection throughout the estate planning process.
- Category: Family Law Services
- Location: Cincinnati, Ohio, United States
- Founded: 2022-09-01
- Website: https://beyondwill.co
Product & Features
- BeyondWill creates dynamic estate plans that evolve with clients' lives and circumstances.
- The platform offers collaborative planning, allowing clients, family, and advisors to share updates seamlessly.
- WiseFill™ accelerates plan creation by pre-filling information from uploaded documents and CRM data.
- WiseAI™ provides proactive updates and alerts, helping advisors identify potential issues before they arise.
- All plan templates are attorney-approved, ensuring compliance across 49 states and the District of Columbia.
- BeyondWill captures clients' legacies through stories and values, enhancing the meaning of their estate plans.
- The platform accommodates both simple will-based and complex trust-based plans with attorney collaboration.
Notable Customers
- Yahoo Finance
- Morningstar
- BusinessWire
- Cory Sims
- David McDaniel III
Founders & Team
- Justin Deja — Co-Founder & Ceo
- Eron Bucciarelli — Co-Founder & Chief Product Officer
Recent News
- BeyondWill - Advisor Portal (2026-02)
- BeyondWill - Asset Capture Demo (2026-01)
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Frequently Asked Questions
What is BeyondWill?
BeyondWill provides an online platform for creating and managing estate plans, including wills and trusts, that adapt to life changes through features such as document generation and proactive updates. The service employs digital tools for secure document storage with double encryption to ensure…
What does BeyondWill do?
BeyondWill creates dynamic estate plans that evolve with clients' lives and circumstances. The platform offers collaborative planning, allowing clients, family, and advisors to share updates seamlessly. WiseFill™ accelerates plan creation by pre-filling information from uploaded documents and CRM data.
Who are BeyondWill's customers?
BeyondWill's customers include Yahoo Finance, Morningstar, BusinessWire, Cory Sims, David McDaniel III.
Who founded BeyondWill?
BeyondWill was founded by Justin Deja and Eron Bucciarelli.
What category does BeyondWill fall under?
BeyondWill is a legal technology company in the (Cons) Family Law Services;(PoL): Family Law category.
Where is BeyondWill based?
BeyondWill is based in Cincinnati, Ohio, United States.