WiseAI helps advisors stay ahead of life changes, protect client relationships, and deliver ongoing value.
BeyondWill, the modern estate planning platform built for financial advisors, today announced the launch of WiseAI™, its groundbreaking AI Assistant with Proactive Alerts designed to anticipate life events, surface estate planning risks, and help advisors act before small details become big problems.
“Estate planning has been reactive for too long,” said Justin Deja, Co-Founder and CEO of BeyondWill. “Advisors refer clients out, updates get lost in the shuffle, and families are left vulnerable. With WiseAI, advisors can now stay a step ahead, delivering peace of mind, deepening trust, and keeping planning aligned with real life.”
With continuous AI monitoring, advisors spend more time building trusted client relationships by proactively staying ahead of every important change. From beneficiary changes and outdated guardianship designations to overlooked account details, the system issues real-time alerts that allow advisors to:
- Act before risks escalate — reducing exposure for both clients and advisors
- Strengthen retention — ensuring estate plans evolve alongside clients’ lives
- Unlock referrals — providing proactive value that clients share with peers
“Proactivity is the new currency of trust in wealth management,” added Eron Bucciarelli, Co-Founder and Chief Product Officer of BeyondWill. “WiseAI transforms estate planning from a one-and-done task into an ongoing, dynamic relationship between advisor and client.”
The release of BeyondWill’s WiseAI comes as demand grows for digital-first, human-centered estate planning tools. BeyondWill is equipping advisors with solutions that both modernize their practices and meet families where they are.
About BeyondWill
BeyondWill is the modern, humanized estate planning platform built for how advisors work and how families live. The platform blends legal essentials with real-world context, values and stories, creating plans clients understand, engage with, and trust. Seamlessly integrated into advisor workflows, BeyondWill delivers attorney-reviewed documents, AI-powered updates, and proactive alerts. The result is stronger relationships, deeper trust, and higher AUM. Designed to evolve alongside life’s changes, BeyondWill keeps advisors at the center of their clients’ most important decisions and redefines wealth management as more than managing money. It is about keeping families organized, protected, and prepared. Learn more at www.beyondwill.co.
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Contacts
Mackenzie Lincoln, JD.
mackenzie@beyondwill.co