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Bequest Finance Inc.

Bequest Finance Inc. operates Fido Estates, software for professional trust, estate, and power-of-attorney administration. Its clients include lawyers, paralegals, law clerks, accountants, and professional executors.
Denver, USA

Description

Bequest Finance Inc. provides Fido Estates, a software platform for professionals managing trust, estate, and power-of-attorney files. The platform supports client intake, document and court-form automation, e-signature and filing where permitted, fiduciary accounting, transaction and asset management, and report generation. It is offered on a per-file pricing model and is not available to individuals.

Grant Funding

VC Funding

None
2023

$0

$2.8M