Institutional Estate Planning
For Wealth Managers, RIAs & CAs
Protect your clients’ generational wealth with structured estate planning. Enable legally binding, advocate-drafted Wills and digital continuity vaults while earning recurring multi-tier commissions with zero regulatory liability.
Partner Portal Access
Sign in to your advisor dashboard or initiate onboarding.
New wealth advisor or firm?
Register as New Channel PartnerWhy Premier Advisory Firms Partner With Will & Beyond
Designed to integrate seamlessly into your existing wealth advisory, taxation, and family office workflows.
Zero Fiduciary Liability
All legal drafting and statutory fulfillment is directly executed by empanelled High Court Advocates under the Indian Succession Act 1925, protecting your advisory practice from legal liabilities.
Multi-Tier Revenue Engine
Automated double-entry commission ledgers with instant tracking of client checklist progress, sub-advisor override margins (Tier 1 vs Tier 2), and automated GST billing reports.
Co-Branded Client Portals
Provide clients with your custom invitation link (e.g. /advisor/YOUR-CODE) and co-branded onboarding experience while tracking pipeline status in real-time.
Beyond Digital Continuity
Offer clients more than a static paper Will. Include 4-Pillar protection risk scoring, bank-grade AES-256 encrypted vaults, and proof-of-life continuity protocols.
How the Partner Journey Works
Launch full-service estate planning for your clients in 4 simple steps.
Register & Verify
Submit ARN, SEBI RIA, or ICAI credentials in 2 minutes for instant compliance accreditation.
Invite Your Clients
Share your unique referral link or onboard clients directly through your partner dashboard.
Advocate Fulfillment
Empanelled legal advocates conduct client reviews, draft testamentary clauses, and handle execution.
Automated Payouts
Track earned commissions in real-time with automated direct bank transfers and GST statements.
Trusted By Financial Professionals
"As a SEBI Registered Investment Advisor, recommending Will & Beyond gave our clients complete peace of mind on asset succession without placing any legal drafting burden on our firm."
"The HUF and business succession structuring is exceptional. Our HNI clients appreciate the legal depth and the transparent co-branded onboarding portal."
"The automated commission ledger and instant GST invoicing makes partner reconciliation seamless. It's the most polished legal-tech partner suite in India."
Channel Partner FAQs
How does Will & Beyond ensure client confidentiality?
+Who is responsible for the legal validity of the Will?
+How and when are commission payouts disbursed?
+Can master firms invite sub-associates and split commissions?
+Ready to Upgrade Your Advisory Practice?
Join India's leading wealth managers, RIAs, and chartered accountants providing modern estate planning and digital continuity to their clients.