Bequest.com Reviews

Based on checking the website, Bequest.com positions itself as a software solution designed for legal and accounting professionals to streamline the often tedious processes of trust, estate, and Power of Attorney POA administration.

It aims to save time and money by automating data entry, document generation, and fiduciary accounting tasks.

For professionals dealing with these complex legal and financial procedures, Bequest.com offers tools that promise to enhance efficiency, reduce errors, and improve client transparency.

The platform specifically targets lawyers, paralegals, law clerks, and accountants, emphasizing its role in optimizing administration workflows within professional practices, rather than serving individual users directly.

Find detailed reviews on Trustpilot, Reddit, and BBB.org, for software products you can also check Producthunt.

0.0 0.0 out of 5 stars (based on 0 reviews) Excellent0% Very good0% Average0% Poor0% Terrible0% There are no reviews yet. Be the first one to write one. Your review Your overall rating Select a Rating5 Stars4 Stars3 Stars2 Stars1 Star Title of your review Your review Your name Your email This review is based on my own experience and is my genuine opinion. ​ Submit Review

Amazon.com: Check Amazon for Bequest.com Reviews Latest Discussions & Reviews:

IMPORTANT: We have not personally tested this company’s services. This review is based solely on information provided by the company on their website. For independent, verified user experiences, please refer to trusted sources such as Trustpilot, Reddit, and BBB.org.

Bequest.com Review & First Look

Upon a first look at Bequest.com, the platform presents itself as a robust solution tailored for legal and accounting professionals in California.

The website’s design is clean and professional, immediately highlighting its core value proposition: saving time and money in trust, estate, and POA administration.

The emphasis is clearly on efficiency and automation, aiming to eliminate the “tedious” aspects of these processes.

Initial Impressions on User Experience

The website provides a straightforward user experience.

Key information, such as client testimonials, features, and pricing, is easily accessible from the homepage. Gadgetsnigeria.com Reviews

• Clear Call to Action: The prominent “Request Free Demo” button ensures that potential users can quickly explore the platform’s capabilities without immediate commitment.
• Professional Testimonials: The inclusion of testimonials from various law firms and estate administrators e.g., Danielle Austin from Nika Law LLP, Jennifer Jiang from Casey & Moss LLP lends credibility and showcases real-world benefits. These testimonials frequently praise the software’s ease of use, organizational capabilities, and responsive support team.
• Feature Overview: The site effectively breaks down its offerings into key functional areas: Intelligent Intake, Autofill Court Forms and Precedent Letters, and Accounting, making it easy for visitors to understand how the software addresses specific pain points.

Target Audience and Geographical Focus

Bequest.com is explicitly designed for professionals.

This is not a platform for individuals seeking to manage their personal estates or trusts directly.

• Professional Use Only: The “Who is Bequest for?” FAQ clearly states: “Bequest’s platform is available to professionals including lawyers, paralegals, law clerks, and accountants to optimize their administration workflows. Bequest is not available to individuals.” This distinction is crucial for managing user expectations.
• California-Specific: The website mentions “Available in California,” indicating a current geographical limitation. This suggests the software is compliant with California-specific legal and regulatory requirements for estate and trust administration, which is a significant advantage for users in that state.

Bequest.com Features

Bequest.com boasts a suite of features designed to tackle the most cumbersome aspects of estate, trust, and POA administration.

The platform’s capabilities are focused on intelligent automation, aiming to reduce manual effort and improve accuracy.

Intelligent Intake System

One of the standout features is its intelligent intake system, which revolutionizes how professionals gather client data. 1001juegos.com Reviews

• Eliminating Inefficiencies: The website states, “Gathering data from client is inefficient. Bequest solves this.” It aims to eradicate common frustrations like “sorting through paper statements, juggling multiple platforms, or struggling with tech-hesitant clients.”
• Customizable Forms: Bequest’s intelligent intake forms are customizable and user-friendly, allowing clients to submit information directly without needing to create an account. This reduces barriers for clients and simplifies the data collection process.
• Direct Autofill: A key benefit is that “Intake responses directly autofill forms and file data.” This automation drastically cuts down on redundant data entry, minimizing errors and saving significant time.
• Controlled Data Flow: A “Review step gives you control over what data is pushed to the file,” ensuring that professionals maintain oversight and can verify information before it’s integrated into the system. According to a testimonial from Sandra at Nika Law LLP, “Bequest makes sending an intake form to the client very quick and easy.”

Automated Document Generation

Beyond intake, Bequest.com excels in automating the creation of critical legal documents.

• Probate Application Automation: The platform poses a compelling question: “What if you could generate a probate application in just a few clicks?” This highlights its ability to significantly reduce the time and effort traditionally required for such tasks.
• Reduced Redundancy and Errors: By “reduc redundant data entry, minimiz errors, and streamlin document management,” Bequest enhances both efficiency and accuracy.
• Autofilled Forms and Letters: The system autofills “all court forms and precedents,” freeing up professionals to “focus on more critical tasks.” This includes precedent letters, ensuring consistency and adherence to firm standards.
• Integrated Workflow: Features like e-signature and online filing where permitted, along with in-app document editing and the ability to email drafts to third parties for review, create a seamless, integrated document workflow.

Comprehensive Fiduciary Accounting

Fiduciary accounting is often described as complex, and Bequest.com aims to simplify it with automated tools.

• Clear Reporting Path: The platform states it “provides you with a clear path to getting reports generated,” indicating a user-friendly approach to a notoriously challenging area.
• Automated Accounting Tasks: Bequest automates complex fiduciary accounting tasks, ensuring compliance with local regulations and handling accounts of any size. This includes the ability to “upload transaction statements to auto-populate your account transactions.”
• Transparency and Management: The software allows users to “easily manage the estate’s assets and liabilities while tracking gains and losses” and “filter transactions to easily navigate your data.” The ability to “Generate various reports, including court-formatted, in one-click,” significantly streamlines reporting for transparency between professionals and their clients.

Bequest.com Pros & Cons

Evaluating any software solution requires a balanced view of its advantages and potential limitations.

Bequest.com, while offering significant benefits, also has specific characteristics that might influence its suitability for different practices.

Advantages of Bequest.com

Bequest.com offers several compelling advantages, particularly for legal and accounting firms dealing with estate, trust, and POA administration. Oktawebdesigns.com Reviews

• Significant Time and Cost Savings:
  • Automated Data Entry: By automating intake forms and document autofills, the platform drastically reduces manual data entry, which is notorious for consuming valuable professional time. Testimonials consistently highlight hours saved on tasks previously considered mundane. For example, ETP Canada CEO Debbie Stanley noted, “The platform is incredibly efficient and saves us countless hours of data entry between its intake system and AI features.”
  • Streamlined Workflows: The integration of intelligent intake, document automation, and accounting within a single platform minimizes switching between different tools, leading to a more coherent and efficient workflow.
• Improved Accuracy and Compliance:
  • Reduced Errors: Automation inherently reduces the risk of human error associated with repetitive data entry, ensuring greater accuracy in forms and financial reports.
  • Regulatory Compliance: The accounting features are designed to “ensure compliance with local regulations,” which is critical in legal and financial administration. The California-specific focus further assures adherence to state laws.
• Enhanced Client and Internal Communication:
  • Transparent Reporting: The ability to generate court-formatted and transparent reports in one click facilitates clearer communication with clients and beneficiaries regarding financial matters.
  • Team Collaboration: Features like managing tasks within your team, including email updates, indicate support for internal collaboration, ensuring everyone is on the same page regarding file progress.
• User-Friendly Interface:
  • Intuitive Design: Multiple client testimonials, such as Jennifer Jiang’s description of the software as “intuitive, user-friendly,” point to a well-designed interface that minimizes the learning curve for new users.
  • Comfortable Interface: Katy McGirr highlighted the “comfortable interface and intuitive features” as an advantage over other platforms.
• Transparent Pricing Model:
  • Per-File Basis: Bequest.com employs a “per-file basis” pricing model with “no contracts, hidden fees, or per-seat charges.” This pay-per-use approach can be highly beneficial for firms of varying sizes, as costs scale directly with usage rather than fixed subscriptions. This model “accommodates your firm’s needs.”
  • Chargeback Option: The pricing model allows the probate application fee $99.99 per file to “be charged back to the estate,” which is a significant financial benefit for law firms as it offsets their direct costs.
• Strong Security Features:
  • Enterprise-Grade Security: The platform emphasizes “Enterprise-grade security for every customer,” detailing features like SOC2 Compliance, External Security Audits, Disaster Recovery, Intrusion Detection System, and Total AES-256 Encryption. This robust security framework is crucial for handling sensitive client financial and legal data.

Limitations of Bequest.com

While Bequest.com presents a strong case, certain aspects might be considered limitations depending on a firm’s specific needs and location.

• Geographical Limitation: The most significant current limitation is its availability explicitly “in California.” This means firms operating outside of California cannot currently leverage Bequest.com’s services, limiting its broader market applicability. While this ensures compliance within California, it restricts potential users.
• Professional Use Only: As explicitly stated, Bequest.com “is not available to individuals.” This is not a limitation for its intended audience professionals but is important for individuals who might stumble upon the site seeking personal estate management tools.
• Pricing Structure for High Volume: While the per-file pricing is transparent and flexible, firms with extremely high volumes of estate or trust files might want to conduct a detailed cost analysis to ensure the per-file fees remain more economical than alternative subscription-based models offered by competitors. For example, a firm handling hundreds of small probate applications annually might find the cumulative $99.99 per file adds up.
• Lack of Explicit Free Trial: The website offers a “Free Demo” rather than a true “Free Trial” where users can independently explore the software. While a demo provides a guided tour, it doesn’t allow for hands-on, unassisted exploration of all features before commitment.
• No Public Case Studies/Detailed ROI Data: While testimonials are positive, the website does not appear to offer in-depth case studies or detailed Return on Investment ROI data beyond general statements of time and money saved. More specific data could help firms quantify the exact benefits for their practice.

Bequest.com Alternatives

For professionals seeking software solutions for trust, estate, and POA administration, Bequest.com is a strong contender, especially for those in California.

However, the market offers various alternatives that may suit different firm sizes, budgets, and geographical requirements.

When evaluating alternatives, consider factors like pricing models per-file vs. subscription, specific feature sets, integrations, and regional compliance.

Traditional Estate Planning Software

Many established players offer comprehensive estate planning and administration tools. Framedestination.com Reviews

These often come with a broader range of features or cater to a wider geographical scope.

• WealthCounsel:

  • Focus: Comprehensive estate planning, business planning, and elder law document drafting software. It’s highly regarded for its robust document assembly capabilities.
  • Key Differentiator: Primarily focused on document creation and practice management for estate planning attorneys, rather than just administration.
  • Pricing: Typically subscription-based, often requiring a significant initial investment.
  • Pros: Extensive document library, nationwide applicability, strong community and educational resources.
  • Cons: Can be more expensive, potentially overkill if a firm only needs administration support, steep learning curve for full utilization.

• Actionstep:

  • Focus: Cloud-based legal practice management software that includes features for legal accounting, document management, and workflow automation.
  • Key Differentiator: A full-suite practice management system that can be configured for estate and trust practices, rather than a specialized administration tool.
  • Pricing: Monthly subscription per user.
  • Pros: Integrates case management, billing, and accounting, highly customizable workflows, suitable for various practice areas.
  • Cons: Generalist legal software, may require more setup to specialize for estate administration, some features might be less tailored than dedicated solutions.

Cloud-Based Administration & Accounting Platforms

Newer platforms often focus on cloud-native solutions, emphasizing ease of access, automation, and modern interfaces.

• Trust & Will for individuals, not professionals like Bequest.com: Funds-empire.com Reviews

  • Focus: While not a direct competitor to Bequest.com which is for professionals, Trust & Will offers online estate planning services for individuals to create wills, trusts, and guardianship documents.
  • Key Differentiator: Caters directly to consumers, simplifying the creation of basic estate documents without needing a lawyer.
  • Pricing: Flat fees per document or membership plans.
  • Pros: Affordable for individuals, user-friendly, convenient online process.
  • Cons: Not suitable for complex estates, no professional administrative support, not a B2B software solution.

• Gentreo:

  • Focus: Similar to Trust & Will, Gentreo is another online platform for individuals to create legal documents for estate planning.
  • Key Differentiator: Provides a guided process for individuals to create wills, trusts, and other documents.
  • Pricing: Subscription-based.
  • Pros: Accessible for individuals, easy to use, provides legal assistance if needed.
  • Cons: Designed for direct consumer use, not for professional legal practices handling complex estates, no administrative tools.

Accounting-Specific Software with Fiduciary Capabilities

Some general accounting software can be adapted or has specific modules for fiduciary accounting.

• QuickBooks with specialized add-ons:

  • Focus: General accounting software widely used by small to medium-sized businesses.
  • Key Differentiator: While not natively a fiduciary accounting tool, many accounting professionals leverage QuickBooks with specialized add-ons or custom chart of accounts to manage estate and trust financials.
  • Pricing: Monthly subscription based on features and users.
  • Pros: Familiar to many accountants, robust general accounting features, large ecosystem of integrations.
  • Cons: Requires significant customization for fiduciary accounting, not purpose-built for legal document automation or intelligent intake, may lack specific court-formatted reporting.

• ProSystem fx Trust Accounting from CCH Wolters Kluwer:

  • Focus: A dedicated trust accounting solution designed for accountants and fiduciaries.
  • Key Differentiator: Comprehensive and specialized for trust and estate accounting, including compliance and reporting.
  • Pricing: Enterprise-level, typically subscription or license-based, often higher cost.
  • Pros: Deep functionality for complex trust accounting, strong reporting capabilities, compliance-focused.
  • Cons: Can be expensive, primarily focused on accounting rather than full administrative workflow, potentially less intuitive for non-accountants.

When choosing an alternative, firms should consider: Stormysmurfs.com Reviews

• Specific Needs: Is the primary need document automation, intelligent intake, fiduciary accounting, or a full practice management suite?
• Budget: What is the firm’s budget for software, and does a per-file or subscription model make more financial sense for their volume?
• Geographical Compliance: Does the software support the specific state or national regulations where the firm operates?
• Ease of Use & Support: How quickly can the team adopt the new software, and what level of support is offered?

Bequest.com Pricing

Bequest.com employs a clear and transparent pricing model, which is a significant advantage in an industry often characterized by complex licensing and hidden fees.

The platform operates on a per-file basis, ensuring that firms pay only for the services they utilize, accommodating practices of all sizes.

Transparent Per-File Structure

The core of Bequest.com’s pricing strategy is its “Transparent, per-file pricing accommodates your firm’s needs.

No contracts, hidden fees, or per-seat charges.” This model removes common barriers found in traditional software subscriptions, such as minimum user counts or long-term commitments.

• Probate Application: Habdentalclinic.com Reviews

  • Cost: $99.99 Per File
  • Key Benefit: Can be charged back to the estate, making it a reimbursable expense for the law firm. This effectively makes the software cost-neutral for probate applications, as the expense is borne by the client’s estate.
  • Included Features: Intelligent form generation with versioning, e-signature and e-filing as permitted, in-app document editing, managing tasks within the team, inventory management, asset valuation automation, investment holding auto-population, and interested party management Executors, Beneficiaries, etc. with an integrated registered charities list. Firms can also include their own precedent letters and intake forms or use Bequest’s.

• Estate Accounting:

  • Cost: $149.99 Per File
  • Included Features: Comprehensive fiduciary accounting, automated transaction population from statements, management of assets and liabilities, tracking gains and losses, and generating various reports, including court-formatted reports. This covers the critical financial aspects of estate administration.

• Trust/POA Files Power of Attorney Accounting:

  • Cost: $179.99 billed every three years
  • Key Benefit: This is a recurring charge, but its infrequent billing every three years makes it a long-term, predictable cost for ongoing Power of Attorney accounting needs.
  • Included Features: Dedicated accounting for POA files, similar to the estate accounting features but tailored for the specific requirements of Power of Attorney administration.

Advantages of the Per-File Model

• Flexibility for All Firm Sizes: This model is particularly beneficial for solo practitioners or smaller firms that may not have a consistent, high volume of cases, allowing them to avoid hefty monthly subscriptions. Larger firms can also benefit from cost scalability.
• Cost Predictability: Firms know exactly what each specific task will cost, making budgeting simpler and more direct.
• No Hidden Fees: The explicit mention of “no contracts, hidden fees, or per-seat charges” builds trust and transparency.
• Reduced Risk: Without long-term contracts, firms have greater flexibility and can adapt their software usage based on their caseload without being locked into commitments.

Considerations

While the per-file model is attractive, firms with very high volumes of certain file types e.g., hundreds of probate applications monthly should calculate their total projected annual cost to ensure it remains more advantageous than potential high-volume subscription discounts offered by competitors.

However, the ability to charge back probate application costs significantly mitigates this for that specific service.

How to Cancel Bequest.com Subscription

Given Bequest.com’s transparent pricing model, which is based on a per-file basis rather than traditional monthly or annual subscriptions with contracts, the concept of “canceling a subscription” as typically understood doesn’t directly apply in the same way. Gumleaf.com Reviews

The website explicitly states, “No contracts, hidden fees, or per-seat charges.”

Understanding Bequest.com’s “Pay-Per-Use” Model

Instead of a continuous subscription, Bequest.com operates on a transactional model:

• You pay for a service when you use it for a specific file. For example, you pay $99.99 for a probate application file, $149.99 for an estate accounting file, or $179.99 every three years for a Trust/POA accounting file.
• There are no ongoing monthly or annual fees that you need to “cancel” to stop being charged. If you complete a file and don’t initiate a new one, you simply won’t incur new charges.

Steps to “Cease Usage” or Discontinue Services

To effectively “cancel” your use of Bequest.com, you would simply stop initiating new files or using the services.

1. Complete Current Files: Ensure all active files you are working on within the Bequest.com platform are completed and all necessary data has been extracted or archived.
2. Stop Initiating New Files: Do not start any new probate, estate accounting, or Trust/POA files on the platform. Since you pay per file, not initiating new ones means you won’t incur new costs.
3. Data Export/Backup: While Bequest.com states “Enterprise-grade security” and “Disaster Recovery,” it’s always prudent for any professional firm to have its own backup strategy for client data. If you decide to move away from the platform, ensure you have exported all necessary client information, documents, and reports from Bequest.com. The website mentions that professionals can “easily manage the estate’s assets and liabilities while tracking gains and losses,” and “Generate various reports, including court-formatted, in one-click,” implying that data is accessible for export.
4. Contact Support for Account Closure Optional: If you wish to formally close your account and remove all associated data, you would need to contact Bequest.com’s customer support. The website provides an email address: [email protected]. Clearly state your intention to close your account and inquire about any specific procedures for data deletion or account archiving.

Regarding the Trust/POA File Billing

The only recurring charge mentioned is for Trust/POA Files at $179.99 billed every three years. If you wish to stop this recurring charge, you would need to:

• Identify if you have active Trust/POA files that trigger this billing.
• Contact Bequest.com support via [email protected] to inform them you wish to discontinue services for your Trust/POA files and prevent future tri-annual billing. They will guide you through the process of closing these files and ensuring no further charges.

In essence, canceling with Bequest.com is more about discontinuing usage and ensuring data management rather than navigating traditional subscription cancellation policies. Malarkeycards.com Reviews

How to Cancel Bequest.com Free Trial

Bequest.com does not offer a traditional “free trial” in the sense of a self-service period where users can independently explore the software without commitment.

Instead, the website prominently features a “Request Free Demo” option.

Understanding the “Free Demo” Model

• Guided Experience: A “free demo” typically involves a scheduled session with a sales or product representative from Bequest.com. During this demo, the representative walks potential users through the software’s features, functionalities, and benefits.
• No Self-Service Access: Unlike a free trial, you are not granted independent access to the software environment to test it out on your own data or workflows. The demo is a presentation rather than a hands-on trial.
• No Financial Commitment: Since it’s a demo, there is no financial commitment or payment information collected to access it. Therefore, there’s nothing to “cancel” in terms of a trial period that might convert into a paid subscription.

No Cancellation Needed for the Demo

Because the demo is a one-time, non-committal presentation:

• No automatic conversion: There is no risk of the demo automatically converting into a paid service.
• No cancellation process: You do not need to take any action to “cancel” a free demo. Once the demo is complete, your engagement with Bequest.com regarding that specific demo ends unless you decide to proceed with their services.

What to Do After a Demo

If you participate in a free demo and decide Bequest.com is not the right fit for your firm:

• No further action is required. You simply do not proceed with purchasing their per-file services.
• You may receive follow-up communication. Bequest.com’s sales team might reach out to you after the demo to answer any further questions or encourage you to sign up. You can simply decline their offer if you are not interested.
• Data privacy: Since you haven’t used the actual software, there’s no client data or firm-specific information to worry about deleting or exporting.

In summary, because Bequest.com offers a “free demo” rather than a “free trial,” there is no formal cancellation process needed. Cheekychillievents.co.uk Reviews

Your commitment begins only when you opt to pay for and utilize their per-file services.

Bequest.com vs. Competitors

When comparing Bequest.com to its competitors, it’s crucial to evaluate several factors, including pricing models, feature sets, target audience, geographical reach, and overall value proposition.

Bequest.com positions itself as a streamlined, California-focused solution for legal and accounting professionals, distinguishing itself from broader practice management software or consumer-facing platforms.

Bequest.com’s Strengths in Comparison

1. Transparent, Per-File Pricing:
   • Bequest.com: Offers a distinct advantage with its “no contracts, hidden fees, or per-seat charges” model. The ability to charge back probate application costs Probate Application: $99.99 Per File, chargeable to the estate is a unique financial benefit for firms. This makes it highly attractive for firms with fluctuating caseloads or those wanting direct cost allocation.
   • Competitors e.g., WealthCounsel, Actionstep: Typically rely on subscription models monthly/annually, often with per-user fees or tiered pricing. While these can be cost-effective for very high-volume, consistent users, they represent a fixed overhead regardless of current caseload.
2. Specialized for Estate, Trust, and POA Administration:
   • Bequest.com: Is purpose-built for these specific administration tasks, leading to highly tailored features like intelligent intake for client data, automated court forms specific to California, and dedicated fiduciary accounting. This specialization means less customization is needed by the user.
   • Competitors e.g., Actionstep, Clio: Are often broader legal practice management suites. While they can support estate practices, they may require more setup, customization, and integration of third-party tools to achieve the same level of specialized automation and compliance that Bequest.com offers out-of-the-box for administration.
3. Focus on Automation and Efficiency:
   • Bequest.com: Emphasizes eliminating “tedious work,” “redundant data entry,” and “inefficiencies.” Its intelligent intake and autofill features are designed to significantly reduce manual effort, as supported by client testimonials.
   • Competitors: Many also offer automation, but Bequest.com’s focused approach on intake and document generation for administration specific tasks appears to be a core strength, translating into tangible time savings.
4. California-Specific Compliance:
   • Bequest.com: Being “Available in California” means its court forms and accounting processes are tailored to the state’s specific legal and regulatory requirements. This can provide peace of mind and reduce the risk of compliance issues for California-based firms.
   • Competitors: Broader platforms may offer generic templates that require more manual adjustment for state-specific nuances, or they might offer add-ons for specific states, which could come at an extra cost.

Areas Where Competitors Might Have an Edge

1. Geographical Reach:
   • Bequest.com: Currently limited to California. This is its most significant limitation, excluding a vast majority of potential users nationwide.
   • Competitors: Many established platforms e.g., WealthCounsel, Actionstep, Clio serve a national or even international client base, offering solutions that are adaptable across various state jurisdictions or have national-level compliance.
2. Broader Practice Management:
   • Bequest.com: While excellent for administration, it does not appear to offer a full suite of practice management tools like billing, client relationship management CRM, or general case management that extend beyond administration.
   • Competitors e.g., Actionstep, Clio, MyCase: Are comprehensive practice management solutions that integrate various aspects of running a law firm, from calendaring and task management to billing and client communication, often allowing firms to consolidate multiple software tools.
3. Direct Free Trial Access:
   • Bequest.com: Offers a “Free Demo” rather than a self-service “Free Trial,” meaning potential users don’t get hands-on experience with the software before committing.
   • Competitors: Many software providers offer a 7-day or 14-day free trial, allowing users to explore the platform independently and even upload some of their own data to test functionality.
4. Integration Ecosystem:
   • Bequest.com: The website doesn’t extensively detail integrations with other software e.g., legal research tools, document management systems, specific accounting software beyond its own.
   • Competitors: Larger, more established platforms often boast extensive integration ecosystems with popular legal tech tools, general accounting software, and communication platforms, allowing firms to build a highly interconnected workflow.

Conclusion on Comparison

Bequest.com stands out for its focused, highly automated, and transparently priced solution for estate, trust, and POA administration, particularly for California-based professionals.

Its per-file model and dedicated features are strong selling points. Onlinequranpakistan.com Reviews

However, firms operating outside of California or those seeking a comprehensive, all-in-one practice management solution with broader integrations might find other competitors more suitable.

The choice ultimately depends on a firm’s specific needs, budget, and geographical location.

Frequently Asked Questions

What is Bequest.com?

Bequest.com is a software solution designed for legal and accounting professionals lawyers, paralegals, law clerks, and accountants to streamline and automate processes related to trust, estate, and Power of Attorney POA administration.

It helps reduce manual data entry, automate document generation, and simplify fiduciary accounting.

Is Bequest.com available to individuals?

No, Bequest.com is not available to individuals. Bathwalmastermindlabs.com Reviews

It is specifically designed for professionals within law firms and accounting practices to optimize their administration workflows.

What services does Bequest.com offer?

Bequest.com offers services including intelligent client intake, automated autofill for court forms and precedent letters, and comprehensive fiduciary accounting with report generation.

It aims to support the fiduciary process end-to-end.

Is Bequest.com limited to a specific state?

Yes, Bequest.com is currently available in California, indicating its features and compliance are tailored to California-specific legal and regulatory requirements for estate and trust administration.

How does Bequest.com streamline the intake process?

Bequest.com uses intelligent intake forms that are customizable and allow clients to submit data directly without an account. Partsbit.de Reviews

This data then directly autofills forms and file data, significantly reducing manual data entry and inefficiencies.

Can Bequest.com automate court form generation?

Yes, Bequest.com can autofill court forms and precedent letters, allowing professionals to generate probate applications and other essential documents in a few clicks, reducing redundant data entry and errors.

What kind of accounting features does Bequest.com provide?

Bequest.com provides fiduciary accounting tools that automate complex tasks, ensure compliance, and manage accounts of any size.

It can auto-populate transactions from uploaded statements and generate various reports, including court-formatted ones.

What is Bequest.com’s pricing model?

Bequest.com operates on a transparent per-file pricing model with no contracts, hidden fees, or per-seat charges. You pay for each specific file or service you use. Wgdesigns.nl Reviews

How much does a Probate Application file cost on Bequest.com?

A Probate Application file on Bequest.com costs $99.99 per file.

This fee can typically be charged back to the estate.

What is the cost for Estate Accounting on Bequest.com?

Estate Accounting on Bequest.com costs $149.99 per file.

What is the pricing for Trust/POA Files Power of Attorney Accounting?

For Trust/POA Files, Bequest.com charges $179.99 billed every three years.

Is there a free trial for Bequest.com?

No, Bequest.com does not offer a self-service free trial. Homedt.com Reviews

Instead, it provides a “Free Demo” where a representative walks you through the software’s features.

How do I “cancel” my Bequest.com subscription?

Since Bequest.com uses a per-file pricing model, there isn’t a traditional subscription to cancel.

You simply stop initiating new files or using their services.

For recurring Trust/POA billing or to formally close your account, you would need to contact their support at [email protected].

Does Bequest.com offer customer support?

Yes, testimonials on their website indicate a responsive and helpful support team, with clients praising their readiness to assist with questions.

The website mentions “Custom support for your needs.”

Is Bequest.com secure?

Yes, Bequest.com emphasizes “Enterprise-grade security” for every customer.

They are SOC2 Compliant and highlight features like External Security Audits, Disaster Recovery, Intrusion Detection System, and Total AES-256 Encryption.

Can I upload my own firm’s precedent letters to Bequest.com?

Yes, for Probate Applications, Bequest.com allows you to include your firm’s precedent letters and intake forms, or you can use theirs.

Does Bequest.com support e-signature and online filing?

Yes, Bequest.com’s document automation tools support e-signature and online filing, as permitted, to further streamline the document management process.

Can I manage tasks and collaborate with my team on Bequest.com?

Yes, the platform includes features to “Manage tasks within your team, including email updates,” indicating support for internal collaboration on files.

Who are the typical users of Bequest.com?

The typical users of Bequest.com are legal and accounting professionals, specifically lawyers, paralegals, law clerks, and accountants who deal with estate, trust, and Power of Attorney administration.

How does Bequest.com save money for professionals?

Bequest.com saves money by reducing the time spent on tedious, redundant tasks like data entry and document preparation.

Its efficient workflows and automation help firms operate more effectively, allowing professionals to focus on higher-value tasks.