Estate and POA Administration doesn’t have to be tedious.
Save time and money with our high-tech solutions for professionals.
Debbie Stanley, TEP, MTI
CEO & Senior Estate Administrator
ETP Canada
“We've been using Bequest's estate accounting and administration software, and we couldn't be happier.
The platform is incredibly efficient and saves us countless hours of data entry between its intake system and AI features.”
Data entry is boring.
Bequest supports the fiduciary process end-to-end, eliminating redundant tasks from your work.
Probate and Document Automation
Bequest provides the most sophisticated document solutions to eliminate redundancies.
- Auto-filled precedent letters and court forms
- In-app document editing, no need to download
- Email drafts to third parties for review
- E-signature and online filing, as permitted
Accounting
Fiduciary accounting can be tricky, Bequest makes the workflow smooth.
- Generate compliant, formal and informal court-formatted reports in one-click
- Upload transaction statements and our AI will automatically pull them into the app for your review
- All transaction types and edge cases covered
- Save hours on large files with our easy to navigate platform and reports
Digital Vault
Keep your clients engaged and make data entry easier with our planning vaults.
- Vaults can be converted to administration files for a smooth workflow
- Administer digital accounts from within administration files
- Compliant and secure, Bequest offers modern estate organization for your clients
- Maintain a touchpoint with your clients and their family
Transparent, per-file pricing accommodates your firm’s needs. No predatory contracts, hidden fees, or per-seat charges.
Probate Automation
$99.99
Per
File
Can be charged back to the estate
Include your firm’s precedent letters and intake form, or use ours
Intelligent form generation with versioning, e-signature and e-filing, and in-app document editing.
Manage tasks within your team, including email updates
Inventory management, asset valuation automation, and investment holding auto-population.
Interested Party management (Executors, Beneficiaries, etc.) with integrated registered charities list
Enterprise-grade security for every customer.
SOC2 Compliant
External Security Audits
Disaster Recovery
Intrusion Detection System
Total AES-256 Encryption
Strict Access Control
Frequently asked questions
Administration software helps lawyers, paralegals, accountants, and professional executors eliminate tedious work and speed up the administration process.
Professionals need administration software because it can help them:
- • streamline the intake process and save time collecting client information
- • generate auto-filled documents and edit them in-app
- • auto-fill account transactions and investment account holdings
- • perform accounting covering all edge cases
- • generate detailed, compliant accounting reports that are easy to navigate
Administration software can help professionals speed up processes and save money by adopting an optimized workflow.
Bequest’s platform is available to professionals including lawyers, paralegals, law clerks, and accountants to optimize their administration workflows. Bequest is not available to individuals.
Bequest charges on a per-file basis with no contract or hidden fees. This ensures our platform is flexible enough to accommodate practices of all sizes, while keeping pricing transparent and fair with a pay-per-use model.
Bequest currently charges $99.99 for a probate file, $149.99 for estate accounting, and $179.99 billed every three years for power of attorney accounting.
Administration can be complex. The right administration software will simplify the process for the professional and others involved like beneficiaries and executors. It will streamline onboarding, minimize redundant data-entry work, and leverage tech to provide the best user experience.
Administration software should also result in time and cost savings for its users and be an asset to their business or practice.
