You Filed Your Taxes. Now Start Your Estate Plan, Says BeyondWill

New WiseFill capability turns a completed tax return into a pre-filled estate plan, saving users over an hour of data entry on average

COVINGTON, Ky.--(BUSINESS WIRE)--BeyondWill today launched a new way to start an estate plan using a document most Americans just finished assembling: their tax return. Starting today, anyone can upload their completed return at beyondwill.co/tax-return and instantly see how much of their plan can be pre-filled before they type a single character. On average, users save over an hour of data entry.

The capability is powered by WiseFill, BeyondWill's AI document scanning engine. It reads the return, extracts key data, and shows people their projected time savings upfront. No account required.

Only 24% of Americans have a will. Put another way, roughly 200 million American adults have no estate plan, which translates into millions of future family conflicts and years of compounded stress for loved ones after a loss. The most commonly cited reason for delay is not cost, not fear, not indifference. It is that 43% of people simply have not gotten around to it. BeyondWill's position is that the blank page is the real barrier, and tax season, when financial documents are already in focus, is the best moment in the year to eliminate it.

"Estate planning has been treated like adult homework for too long," said Justin Deja, CEO of BeyondWill. "People lead busy lives. They barely have time for the things and the people they love. They are not going to spend a weekend hunting down account numbers and beneficiary details. What they will do is upload a document they already have and let the software do the rest. That is what we built."

For financial advisors, WiseFill works before a client ever logs in. Advisors can upload documents on a client's behalf, pre-filling the plan ahead of onboarding and eliminating the most friction-heavy part of the process. Advisors interested in offering WiseFill and the broader BeyondWill platform to their clients can schedule a walkthrough at beyondwill.co/advisors.

Upload a tax return at beyondwill.co/tax-return.

For advisors who want to remove the cost and complexity barrier for their clients, BeyondWill offers firm-wide plans. Schedule a walkthrough at beyondwill.co/advisors.

About BeyondWill BeyondWill is an AI-assisted estate planning platform serving individual consumers, registered investment advisors, and institutional partners. Learn more at beyondwill.co.

Sources: Caring.com Wills Survey 2025, caring.com/resources/wills-survey