Legacy organization for estate planning firms
Clarity for your client's legacy.Peace of mind for their families.
Bequestor helps estate planning firms offer clients a secure, guided way to document meaningful belongings, personal notes, locations, photos, and intended recipients.
How Bequestor fits into your process
A structured companion to estate planning.
Firm invites client
The estate planning firm provides secure access as part of the client experience.
Client creates Legacy Record
Clients document personal-property wishes, notes, locations, photos, and intended recipients.
Family receives clarity
Families, executors, and advisors have a clearer reference when meaningful belongings need to be understood.
Product preview
Designed to show the client record clearly.
This section will later display the polished Bequeath Items & Instructions screen beside the Review & Export / Legacy Record preview.
Why firms add Bequestor
A more complete client experience without replacing legal work.
Bequestor does not replace wills, trusts, or legal advice. It gives firms a practical way to help clients organize personal-property wishes with structure, clarity, and personal context.
Connect with Bequestor
Interested in adding Bequestor to your estate planning process?
Reach out to discuss whether Bequestor is a fit for your firm. We can connect by email, Teams, or in person when local availability allows.
Contact Bequestor