Is your organisation fully resourced to dedicate staff to the vitally important role of managing bequest and Estate collection?  

If not, we can help! 

The Bequest Assist team performs designated tasks set out in agreed Standard Operating Procedures to secure payments in a timely manner, directly to your account. You are able to sign in from any device to view the progress of your estates and run reports.

Benefits of estate management outsourcing

Free up your personnel to steward new and existing Bequestors

Implementation of agreed best practice procedures to improve Estate Administration efficiency

Provide coverage for staff absences or outsource until your program grows

Improve revenue with a willingness to examine and when necessary challenge commissions and fees

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