Estate and POA Administration doesn’t have to be tedious.
Save time and money with our high-tech solutions for professionals.
What our clients are saying
Jennifer Jiang
Law Clerk, Casey & Moss LLP
“I've truly enjoyed using Bequest for accounting. The software is intuitive, user-friendly, and streamlined our accounting processes significantly.
Their team is incredibly warm and responsive, always providing timely assistance and genuinely welcoming our feedback.”
Christopher Harrison
Partner at Cleaver & Company LLP
“Our firm has been using Bequest to eliminate double-entry and reduce inefficiencies that were traditionally difficult to avoid.
Bequest's innovative features make managing an estate administration file much easier and allow us to focus on substantive legal issues rather than on paperwork and document prep.
I would highly recommend Bequest to any practitioner who is advising executors in the administration of an estate.”
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.”
Mallory McGrath
Founder & CEO of Viive Planning
“Bequest has improved our estate administration workflow and created a user-friendly environment for our team.”
Data entry is boring.
Bequest supports the fiduciary process end-to-end, eliminating redundant tasks from your work.
Inteligent Intake
Gathering data from client is inefficient. Bequest solves this.
No more sorting through paper statements, juggling multiple platforms, or struggling with tech-hesitant clients.
Bequest's intelligent intake is customizable and easy to use.
- Gather documents from clients direct via Intake forms
- Intake responses directly autofill forms and file data
- Review step gives you control over what data is pushed to the file
- Clients can easily submit responses without making an account
Autofill Court Forms and Precedent Letters
What if you could generate a probate application in just a few clicks? Reduce redundant data entry, minimize errors, and streamline document management with our document automation tools.
Bequest autofills all court forms and precedents, freeing up your time to focus on more critical tasks.
- Autofilled precedent letters and court forms
- E-signature and online filing, as permitted
- In-app document editing, no need to download
- Email drafts to third parties for review
Accounting
Fiduciary accounting is tricky. Bequest makes provides you with a clear path to getting reports generated.
Automate complex fiduciary accounting tasks, ensure compliance with local regulations, and manage accounts of any size. Generate reports that ensure complete transparency between you and your clients.
- Generate various reports, including court-formatted, in one-click
- Upload transaction statements to auto-populate your account transactions
- Easily manage the estate's assets and liabilties while tracking gains and losses
- Filter transactions to easily navigate your data
Transparent, per-file pricing accommodates your firm's needs.
No contracts, hidden fees, or per-seat charges.
Probate Application
$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 autofilled documents and edit them in-app
- • autofill 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.