For estate planning firms
A structured companion to the estate planning process.
Bequestor helps firms give clients a guided way to organize meaningful personal belongings, notes, photos, locations, and intended recipients — without replacing the legal work the firm already provides.
Getting started
How firms begin using Bequestor.
Create a firm account
The firm creates its Bequestor account and completes the firm setup process.
Purchase licenses
Licenses are purchased for client invitations and are used when a client invitation is sent.
Invite clients
The firm sends secure invitations so clients can activate their accounts and begin their Legacy Records.
Maintain firm visibility
The firm can reference client records while clients remain responsible for the personal information they enter.
How firms use Bequestor
Extend the client experience beyond formal documents.
Invite clients securely
Firms provide client access through Bequestor as part of the estate planning relationship.
Let clients create the record
Clients add the personal-property details only they can provide: notes, photos, locations, context, and intended recipients.
Maintain attorney visibility
Firms can reference the client’s organized record without taking over the client’s personal entries.
Support clearer family guidance
The completed Legacy Record gives families, executors, and advisors a clearer reference when belongings need to be understood.
Bequestor is not a will, trust, codicil, memorandum, or legal instrument. It is a practical organization tool designed to support the estate planning process by preserving personal-property context in one structured record.
Attorney-focused questions
Common questions from firms.
What is Bequestor?
Bequestor is a web-based legacy organizer that helps clients document personal belongings, add photos and notes, identify intended beneficiaries, and maintain a clear record of their wishes for future reference.
How does Bequestor support an estate planning firm?
Bequestor helps firms address personal belongings and legacy details that often fall outside formal estate planning documents. It gives clients a structured way to organize information that might otherwise remain informal, scattered, or unclear.
Does Bequestor replace estate planning documents?
No. Bequestor is not intended to replace wills, trusts, codicils, memoranda, or legal advice. It complements the firm’s work by helping clients preserve personal context.
Does Bequestor provide legal advice?
No. Bequestor does not provide legal advice. Legal guidance should always come from a qualified attorney. Bequestor is a recordkeeping and organization tool that can support the planning work an attorney already provides.
Can a firm invite clients to use Bequestor?
Yes. Bequestor is built around a firm-facing model. Firms invite clients into the platform and can use Bequestor as part of a more complete planning experience.
Can attorneys view a client’s record?
Bequestor is designed so firms can maintain read-only visibility into a client’s latest saved record for reference, while the client remains responsible for the personal information entered.
Why is Bequestor offered through estate planning firms?
Bequestor is most valuable when it supports a thoughtful planning process. Offering it through firms helps position the record alongside the client’s broader estate planning work rather than as an isolated consumer tool.
Connect with Bequestor
Interested in adding Bequestor to your firm’s process?
Reach out to discuss whether Bequestor is a fit for your estate planning practice.
Contact Bequestor