For clients and families
A clearer way to document what matters.
Bequestor helps clients organize meaningful belongings, personal notes, photos, locations, and intended recipients in one guided personal-property record.
What clients can record
Personal details that help family understand your wishes.
Meaningful belongings
Document heirlooms, jewelry, artwork, collections, photographs, household items, and other belongings that carry personal meaning.
Photos and locations
Add images and location details so belongings are easier to identify and find later.
Personal notes and context
Preserve the stories, explanations, and instructions that help loved ones understand why an item matters.
Intended recipients
Record who you would like to receive specific belongings, including shared percentages when appropriate.
Bequestor does not replace your estate planning documents. It helps preserve the personal context behind belongings so your family is not left relying only on memory, assumptions, or scattered notes.
Client-focused questions
Common questions from clients and families.
Why use Bequestor if I already have a will or trust?
Wills and trusts often focus on legal and financial matters. Bequestor helps document personal belongings, sentimental items, photos, notes, and context that may not be described in detail elsewhere.
What types of belongings can be documented?
Clients can document sentimental belongings, household items, jewelry, artwork, collections, family photographs, heirlooms, vehicles, property-related notes, personal instructions, and other meaningful items they want clearly identified.
Can I include photos?
Yes. Photos help identify belongings clearly and can reduce confusion later.
Can I add personal notes or stories?
Yes. Clients can include notes, descriptions, locations, instructions, and personal context so others understand not only what an item is, but why it matters.
Can more than one person be listed for an item?
Yes. Bequestor supports beneficiary assignments, including shared percentages when an item or instruction should be divided among more than one person.
Can I update my record over time?
Yes. Your record can be updated as belongings, family circumstances, or preferences change.
When should I complete Bequestor?
Bequestor can be completed during the estate planning process, after core documents are signed, during a planning review, or whenever you want to organize personal belongings and legacy wishes more clearly.
Can I download my record?
Yes. Bequestor is designed to let clients generate a read-only Legacy Record that can be saved, printed, or shared when appropriate.
Existing clients
Access your Bequestor account.
Bequestor accounts are created through participating estate planning firms. If you have already activated your invitation, you can sign in to continue your Legacy Record.
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