Bequest assist estate management subscription software

Bequest Assist subscription software is an essential tool designed specifically for charities. This comprehensive, easy to use program will help your charity simplify the Estate Management process according to “best practice” procedures.

Intuitive, web-based software allows you to manage the progress of an Estate with supported workflow features. The secure cloud data storage allows access to all bequest data from any device with full reporting capability.

Benefits of Using Bequest Assist software

Ability to share “public probate data” amongst charity beneficiaries avoiding unnecessary data entry

Stored contact information for solicitors, law firms and charities for faster communication

Supports co-operative work with other charity beneficiaries

Data on Bequest Platform software allows for immediate outsourcing of your administrative needs

High-level security. Your charity’s private data for each bequest is only visible to you

In-built functionality for more accurate entitlement predictions and forecasting

Maximise revenue from Gifts In Wills with focus on commissions and legal fees

Purpose built platform consolidates all bequest data and information on those supporters

Bequest Assist software sample page

Monthly subscription costs vary according to charity bequest income.

An initial set-up fee will be scaled based on the complexity of data migration and connectivity requirements.

Australian developed, owned and operated.

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