The Bequestor Process
Bequestor gives estate planning firms a structured way to help clients organize the personal belongings, wishes, and legacy details that often remain outside formal legal documents.
The process is designed to be simple for clients and useful for firms: invite the client, allow them to build their record, and maintain a clear reference for the future.
How It Works
Invite
The firm invites the client to begin their Bequestor record as part of a more complete estate planning experience.
Organize
The client documents belongings, adds photos and notes, and identifies intended beneficiaries with clarity and context.
Preserve
The record is maintained over time, while the firm retains read-only access to support future reference and guidance.
What Clients Can Include
A Bequestor record can include sentimental belongings, household items, jewelry, artwork, collections, family photographs, heirlooms, vehicles, location details, personal notes, beneficiary intentions, and other instructions the client wants clearly preserved.
Photos are especially helpful because they provide a visual reference for belongings that may otherwise be difficult to identify or describe later.
A Practical Companion to Estate Planning
Bequestor does not replace a will, trust, or legal advice. It is designed to complement formal planning documents by organizing the personal details that may be difficult to capture elsewhere.
For firms, the process provides a thoughtful client deliverable and a clearer way to support conversations about personal property, legacy wishes, and family guidance.