Simple and Secure Estate and POA, and Trust Administration
Plan, manage, automate - rely on Bequest for flexible administration and accounting solutions.
Administration and accounting? Demanding and unpredictable.
Bequest's platform? Simple and quick.
Bequest supports the fiduciary process end-to-end. From our patent-pending Vault, to our seamless form automation and accounting products, Bequest eliminates menial tasks from your work.
Probate Automation
Probate Automation
Bequest's Administration provides the most sophisticated document features to save you from performing redundant tasks.
Bequest will generate the forms you need case-by-case, auto-fills precedent letters and probate forms, allows you to edit documents in-app, and has a versioning system in case you need multiple working copies.
Fiduciary Accounting
Fiduciary Accounting
Fiduciary accounting can be tricky enough, Bequest's intuitive app will not create any added frustration.
Bequest generates reliable and compliant fiduciary accounting reports, both informal and court-formatted in one-click.
Bequest handles all transaction types and will soon release an AI feature to populate holdings within investment accounts and populate transactions within estate accounts.
Digital Vault
Digital Vault
Our Digital Vaults are easy, compliant, and remove burden from fiduciaries while protecting testator's privacy. Bequest does not collect passwords and guarantees that digital assets and data will be recoverable, no matter what.
All digital assets can be administered and distributed directly within our app: no need to try to login to accounts or learn how to use cryptocurrency wallets.
pricing
Flexible plans and per-file billing, customized to fit your requirements
Probate Automation
$99.99
Per
File
Can be charged back to the estate
Includes your firm's precedent letters and intake form(s)
Interested parties management (Executors, Beneficiaries, etc.)
Inventory management and asset valuation automation
Intelligent form generation with built-in versioning
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
No, but you can store your Password Manager's credentials in Bequest to facilitate estate administration by your loved ones.
Bequest is the first software that actually handles the planning, administration, and distribution of digital accounts and assets. Bequest does not rely on password-sharing, custodian Legacy Contacts, or contacting custodians in order to get access to a decedent’s data or assets.
Bequest is available to both individuals or professionals, however sophisticated planning will require a professional. Individuals can easily refer or request a professional’s help through their client portal if they need more complex features.
Bequest supports planning for any digital account.
Bequest currently has native integrations for all crypto wallets (hot and cold), email accounts, and photo accounts,
Native loyalty point and domain name integrations coming Q2 2024.
All other accounts are handled via military-grade credential and instruction storage.
Our pricing will vary with firm size and features used. Please contact our sales team for a demo and to see how we can help you better serve your clients.