Estate Administration Outsourcing
How Our Estate Administration Outsourcing Works
At Bequest Assist, we help ensure that the generosity expressed in a person’s Will reaches the causes they cared about most. With compassion and deep expertise in estate matters, we support charities across Australia and New Zealand, so they can stay focused on what they do best: making a difference.
Our work ensures that a donor’s final wishes translate into real-world impact. Whether it’s advancing medical research, protecting the environment, caring for animals, or supporting vulnerable communities, we help charities navigate the complexities of estates, saving them time and resources while honouring the legacy of generous supporters.
We are not a charity, and we are not a law firm. We are a specialist organisation built to honour generosity, amplify goodwill, and help every final gift go further.
Benefits of Partnering With Us
Confidence that your estates are professionally managed: our team are highly knowledgeable, and we frequently consult with experts, as well as ensure you have all necessary documents in case of auditing.
Focus your team’s energy and protect from turnover: the skills for speaking with living donors as opposed to administering estates are very different – allow your Gifts in Wills team focus on what they do best while we do the same with estate management.
Access to data that supports your acquisition and retention work.
Time back to your team to focus on Gifts in Wills growth: we have designed our service so that your team needs to spend minimal time on deceased estates.
Increased Gifts in Wills income: through applying expertise as well as due diligence, we will ensure that unnecessary taxes, excessive fees and commissions and other charges on estates are minimised. This can result in an increase in Gifts in Wills income of 10-15% for charities that were less proactive in their administration style.
Let us take the weight of estate administration off your team’s shoulders so they can focus on helping living supporters discover the joy of leaving a legacy.
Alexis Escavy - Greenpeace
FREEING UP BEQUEST MANAGER TIME
“I’m no longer receiving 10 lawyers’ emails every day... having that taken away from me is just amazing! I’m a fundraiser. My specialty is communicating with supporters, inspiring them to leave a Gift in Will, not lawyers and executors!”
Case Studies
Contact Us for a Demonstration of What We Can Do for Your Charity
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