Bequest

Questions and answers

• In-app document editing
  Edit documents inside Bequest without downloading files.
• Intelligent intake forms
  Collect client data with custom intake forms that autofill documents and push data into the file.
• Document automation tools
  Generate probate applications, letters, and other documents with a few clicks through automatic document generation.
• Enterprise-grade security
  SOC2 compliance, external security audits, disaster recovery, intrusion detection, AES-256 encryption, and strict access control.
• Interested Party management
  Manage executors, beneficiaries, and other parties, with a list of charities.
• Transparent per-file pricing
  Pricing is per file with no contracts or hidden fees: probate file $99.99, estate accounting $149.99, and POA accounting $179.99 billed every three years.
• E-signature and online filing
  Sign documents electronically and file them online within the app.
• Review controls for data push
  Review steps let you control what data moves to the file.
• Asset and liability management
  Track estate assets and liabilities and monitor gains and losses easily.
• Fiduciary accounting automation
  Automate complex accounting tasks and generate compliant reports.
• Investment holding auto-population
  Automatically fill investment holding data in the system.
• One-click reports (court-formatted)
  Generate court-formatted reports at the touch of a button.
• End-to-end fiduciary process support
  Bequest covers the whole fiduciary process from intake to final accounting.
• Customizable intake and client submission
  Intake forms can be customized and clients can submit responses without an account.
• Autofill court forms and precedent letters
  Court forms and precedent letters are auto-filled to save time and reduce errors.
• Centralized platform to avoid multiple tools
  Avoid sorting papers or juggling many platforms with a single, centralized system.
• Upload transaction statements to auto-fill data
  Upload statements to auto-fill your account transactions.
• Inventory management and asset valuation automation
  Automate inventory, valuation, and investment data for estate items.