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Bequest

Bequest offers end-to-end fiduciary administration software for professionals such as lawyers, paralegals, and accountants. The platform is designed to simplify and accelerate trust, estate, and POA administration by automating data intake, document generation, and fiduciary accounting.

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Overview

Description

Bequest provides software solutions for professionals to streamline Trust, Estate, and Power of Attorney (POA) administration. The platform supports the fiduciary process end-to-end, eliminating redundant tasks. Key features include intelligent intake to gather data from clients efficiently, autofill for court forms and precedent letters to reduce data entry and errors, and comprehensive fiduciary accounting tools. The software helps lawyers, paralegals, accountants, and professional executors to save time and money by adopting an optimized workflow. Bequest is designed for professionals and is not available to individuals.