Accelerate and Simplify Probate Filing with Automation

Reduce redundant data entry, minimize errors, and streamline document management with our probate automation tools. Ensure accurate, compliant filings while freeing up your team to focus on more critical tasks.

BEQUEST.COM VS TRADITIONAL APPS

An intelligent probate automation solution simplifying data entry and streamlining document creation

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  • Intelligent intake will populate the entire file to avoid any redundant data entry
  • Edit documents directly in-app and create multiple working versions as needed
  • Upload your precedent letters or use our standardized ones
  • Bequest will generate all the forms needed for the estate in one click
  • Answer only a handful of questions for your forms to be 100% filled
Other Apps
  • Key in the same data multiple times across various apps and app sections
  • Download documents and edit on your local device
  • Send precedent letters on your own or manually fill them in
  • Select forms you need on a case-by-case basis
  • Waste time answering questions you have already answered elsewhere

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

Equip Your Firm with Advanced Tools for Seamless Administration

Free demo available

Custom support for your needs