Bequest Plan is a platform to guide you and help you define and manage your estate planning
Caring people use Bequest Plan when spreadsheets, memos, and sticky notes aren’t enough. When you don't know where to start or how to prepare, Bequest Plan is right for you. When you need help, reach out to the growing number of Bequest Plan planners. They are willing to help you create an organized and sensible Bequest Plan that meets your needs. And, finding help near you is built right into the app.
Organize your Estate
Prepare your way. Plan ahead, set priorities and create 'event plans' with the right details. Share your plan with everyone you trust. Its available when the time is right.
We guide you though each step
Having trouble managing a busy life or staying on top of everything happening in the world? We know, it's complicated
Sign Up
Create or modify your estate planner wherever you are. Bequest is available when you are.
Collaborate
Collaborate with Planners ready to answer your questions. Book online for a review directly from the app.
Rest assured
Your mind will be at ease knowing your desires will be carried out, exactly how you planned.
Are you a Planner?
- Provide guidance when needed
- Better completion compliance
- More accurate probate processes
- Scheduling time within Planner Site