Streamline Estate Accounting with Precision and Ease
Automate complex fiduciary accounting tasks, ensure compliance with local regulations, and manage estate transactions of any size with ease. Our platform simplifies the entire process, allowing you to focus on delivering exceptional service to your clients.
BEQUEST.COM VS TRADITIONAL APPS
An effortless fiduciary accounting solution handling complex estates without limits
- Automate the production of compliant fiduciary accounting reports
- Include complex financial scenarios like stock spin-offs, splits, and returns of capital
- Keep files open as long as needed and add unlimited transactions
- SOON: AI to populate holdings within investment accounts and populate transactions within estate accounts
Other Apps
- Incorrectly formatted reports lead to hassle and extra work
- Missing transaction types require clunky workarounds
- Files are limited—either by capping the number of transactions or requiring costly recurring fees for keeping files open beyond a year
- All data must be entered manually
pricing
Flexible plans and per-file billing, customized to fit your requirements
Fiduciary Accounting
$149.99
Per
File
Can be charged back to the estate
Includes formal and informal accounting reports
AI-powered statement imports
Capital/Revenue accounting
Supports all transaction types (Splits, Reinvestments, Returns of Capital and more)
Real-Time Distributions Ledger
No transaction limits