BeyondWill

User feedback sessions are critical. Why? Because you can build the most innovative product, but if it doesn’t solve real problems in real ways, it won’t make the impact you’re aiming for. That’s why we continue hosting user sessions with our next one this Friday, and the steps couldn’t be simpler: 1️⃣ Register using the link below. 2️⃣ Create a plan. Start protecting what matters most. 3️⃣ Celebrate your win. Because every step forward deserves recognition. 4️⃣ Share your feedback. Help us improve and grow. 5️⃣ Enter to win. You might just snag some extra cash for holiday shopping! Your stories, challenges, and insights help us shape a platform that’s more comprehensive, accurate, and aligned with real needs. So, if you’ve been waiting for the perfect time to join in, this Friday is your chance. Let’s create, celebrate, and collaborate. Together.

This Thanksgiving, we’re reminded of what truly matters:  Gather with friends and family.   Share stories, laughter, and love.   And take a moment to reflect   on what makes life so meaningful.  At BeyondWill, we’re thankful for the opportunity to be part of so many families’ journeys. But the next few days aren't about planning.   It’s about being present.  So, pass the stuffing, toast to togetherness,   and make memories you’ll cherish forever.  From all of us at BeyondWill, Happy Thanksgiving! May your day be filled with gratitude, connection, and maybe a little too much pie. 🥧  Band credit: Eron Bucciarelli (former Hawthorne Heights) Cara Pirrello (former Spice Girls) 🌟 Moon Bui 🌟 (former TLC) Jessica Staubach, MFA (former Destiny's Child) Justin Deja (former NSync)

The BeyondWill team gets it. Life’s busy, and estate planning can seem overwhelming.  But what if you could protect everyone and everything you hold dear now and forever? And without the hassle. That’s where BeyondWill comes in.  In just a few steps on our platform,   you can create a plan that ensures your loved ones are taken care of.   Whether it’s family, friends, pets, or prized possessions,   we make it easy to decide who gets what.  Get started today, create a plan, and enjoy a drink (or two). Find out hand how easy it is at https://lnkd.in/g6Py8jU7 Because planning your legacy shouldn’t feel like a chore.  

Starting yesterday and continuing today, Día de los Muertos is a time to remember and celebrate loved ones who’ve passed.  In many cultures, it's not about mourning.   It’s about cherishing memories, stories, and legacies.  At BeyondWill, we’re reminded of why we do what we do:   to help families protect the legacies of those they love,   to ensure that stories, assets, and dreams   are passed down exactly as intended.  This tradition reminds us that leaving a legacy   isn’t just about wealth; it’s about love and connection.  So, today, light a candle, share a story,   and honor the lives that shaped your own.  And if you’re thinking about how to keep your own legacy alive,   we’re here to help.  

Estate planning is hard. When it gets complex and your clients have a lot of hoops to jump through, they bail. What do they need? Simplicity, accessibility, and personalization. Our platform creates that simple, accessible, and personalized experience so your clients get peace of mind and you get time back to develop those relationships. Through every milestone in life, BeyondWill helps you stay organized with legacy plans. Start simplifying today: https://lnkd.in/ggbT5HCs

90% of estate plans aren’t updated. Many people think an estate plan is just a will and once that’s done, they’re all set. But the changing details of life matter. And your estate plan should reflect that. We help you create and update your estate plan as your life evolves, removing the complexities of documentation and the time-consuming process of sitting down with your attorney every time something in your life changes. Is it time for an update? Learn more today: https://lnkd.in/ggbT5HCs 

The best financial advisors are all about connection. But documentation and administrative work get in the way of time you could spend getting to know your clients more. To get that time, you’d need a platform that: - proactively provides reporting for a holistic view of a client’s progress with their estate plan - streamlines the onboarding process and handles documentation with smart technology - allows you to stay connected with clients as the details of their lives change We’d like to introduce you to that platform: https://lnkd.in/ggbT5HCs 

Feel like you have to choose between time with your clients and time doing paperwork? Being proactive in client relationships is a lot easier when you’ve got the time to do it. Now you can. Our client-friendly online platform makes it easy to create and update legacy plans, including advanced technology to streamline and automate data entry. Solidify your position as a trusted advisor with BeyondWill. Request more info today: https://lnkd.in/ggbT5HCs 

Yeah...we totally verbed mimosa, and we're not sorry about it. We're also not sorry that we're shaking things up in estate planning tech....and we're definitely not sorry that [in this economy] we're giving away $1,500 to two workshop participants. 🥂 Register ➡ https://lnkd.in/g66nqJjD At BeyondWill, we believe protecting you and your loved ones should be simple, straightforward, and - yes - fun! Our platform is designed to make safeguarding what matters most both easy and rewarding. Want to see what we’re all about? Join us for a two-part fun workshop where we’ll be chatting over mimosas and diving into how we’re making protection feel effortless. No requirement at all. No plan in place? Join us. Plan in place? Join us. Let’s mix some good vibes with great conversations. You won’t want to miss this! 🥂 Register ➡ https://lnkd.in/g66nqJjD #Cincinnati #Networking #Community #Mimosas #EstatePlanning

Exciting News: We’ve Rebranded from Todd! Introducing BeyondWill We’re thrilled to announce our rebrand to BeyondWill. A name that reflects our mission to simplify estate planning and make it an ongoing, collaborative process. Our platform is designed to help people create wills and ensure their plans stay current for everyone involved. This evolution represents our commitment to go beyond the basics of estate planning, by providing families and advisors with a seamless, proactive way to protect what matters most. Stay tuned for more updates, and thank you for being part of this exciting journey!