BeyondWill, a modern estate planning platform designed for financial advisors, has announced the launch of WiseAI™, an AI Assistant featuring Proactive Alerts aimed at anticipating life events, identifying estate planning risks, and empowering advisors to address issues before they escalate.
“Estate planning has been reactive for too long,” stated 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.”
WiseAI leverages continuous AI monitoring to help advisors manage estate plans proactively, allowing them to focus more on client relationships. The system generates real-time alerts for critical changes such as beneficiary modifications, outdated guardianship designations, or overlooked account details. This functionality enables advisors to act before risks escalate, strengthening client retention by ensuring estate plans evolve with clients’ lives, and potentially unlocking referrals through enhanced client value.
Eron Bucciarelli, Co-Founder and Chief Product Officer of BeyondWill, added, “Proactivity is the new currency of trust in wealth management. WiseAI transforms estate planning from a one-and-done task into an ongoing, dynamic relationship between advisor and client.”
The introduction of WiseAI aligns with a growing industry demand for digital-first, human-centered estate planning tools. BeyondWill aims to provide solutions that modernize advisor practices while meeting the evolving needs of families.
BeyondWill positions itself as a modern, humanized estate planning platform built for how advisors work and how families live. It integrates legal essentials with real-world context, values, and client stories to create understandable and trustworthy plans. The platform offers attorney-reviewed documents, AI-powered updates, and proactive alerts, all seamlessly integrated into advisor workflows. The company states that this approach leads to stronger client relationships, deeper trust, and higher assets under management (AUM). BeyondWill is designed to adapt to life’s changes, ensuring advisors remain central to their clients’ key financial decisions, redefining wealth management to encompass organization, protection, and preparedness for families.
