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BeyondWill
Founded 2023 · 5 employees on LinkedIn · 3 known investors
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BeyondWill is a platform for independent financial advisors that turns clients' estate plan data into ranked business opportunities, surfacing held-away assets, life events, and at-risk inheritances alongside suggested outreach. It also monitors existing estate plans for changes and prepares new wills and revocable trusts from attorney-approved, state-specific templates.
Also known as BeyondWill
Founders & leadership
BeyondWill was founded in 2023 by Eron Bucciarelli.
Investors · 3
Company profile
researched Aug 2026BeyondWill is an online platform for creating a will and keeping it current, intended to document a person's wishes and simplify the handling of an estate for surviving family members. The company is associated with estate planning, legacy planning and related financial-services themes, including work with registered investment advisors, estate attorneys and insurance companies alongside direct consumer use.
The company is small, with roughly six employees spread across sales, marketing and human resources functions and a leadership team that includes a co-founder and chief executive officer, a co-founder and chief product officer, and regional directors of business development. It is categorized under consumer services.
Business model
The company operates a software-as-a-service estate-planning platform, with positioning that spans both direct consumer use and business-to-business distribution through financial advisors, registered investment advisors, estate attorneys and insurance companies.
Traction
The company reported approximately six employees across four departments as of the profile date.
▸Full profile — market position, technology, go-to-market, geography
Market position
A small, early-stage participant in the consumer estate-planning and legacy-planning software segment.
Technology
The public-facing product is delivered as a web platform built with Webflow and jQuery, hosted via GoDaddy with Cloudflare and Google Hosted Libraries content delivery, HTTP/3 and HSTS, and supported by Google Workspace, Google Tag Manager, LinkedIn Insight Tag and Klaviyo for analytics and marketing automation.
Go-to-market
Individuals and families creating or updating a will, together with institutional channel partners such as registered investment advisors, estate attorneys and insurance companies.
Geography
Headquartered in Park Hills, Kentucky, United States, with regional business development roles indicating a United States sales footprint.
Compiled by commissioned research from 4 cited public sources — announcements, filings, and press listed under research sources below.
Key figures
latest reportedCompany-reported or press-reported figures, each dated to when it was claimed — not independently audited.
Related companies · 9
Companies working in the same space as BeyondWill.
▸Research sources · 4
primary sources listed
- BeyondWill Overview, Address & Contactprospeo.io · web
4 public sources were cited for this profile; the first-party ones are listed here.
Frequently asked questions
- What does BeyondWill do?
- BeyondWill is an online estate-planning platform for creating and maintaining wills, sold to advisors and consumers.
- Who founded BeyondWill?
- BeyondWill was founded by Eron Bucciarelli in 2023.
- Who are BeyondWill's investors?
- BeyondWill's investors include Cintrifuse Capital, Everywhere Ventures, Keyhorse Capital.