Deliver differentiated planning and management
Expand your service offering, generate more revenue, and guarantee a smoother administration for your clients through our digital solution.
How Bequest helps estate and financial professionals
Secure
No password or private key sharing. Bequest employs military-grade technology so you never have to worry about the handling sensitive information.
Zero Liability
Custody remains with the grantor. Connected accounts are encrypted and only accessible to the grantor and, eventually, fiduciaries and/or beneficiaries.
Compliant
Complies with relevant jurisdictional succession, custody, and privacy laws. Workflows tailored to trusts & estates and wealth management.
Easy to Use
Technical know-how isn't required. Just complete our straightforward forms to make your plans actionable across all digital accounts.
Key Features for Professionals
The World's First Non-Custodial Crypto Planning and Management Software
No crypto custody licenses, private key sharing, or in-depth crypto knowledge required.
We prioritize security and ensure fiduciaries cannot stray from the estate or protection plan.
•Hold any wallet in trust
•Designate beneficiaries
•Manage wallets via financial PoA
•Administer an estate without custodying private keys
•NFT support included
Set Filters, Access Control, and Beneficiaries on Data. No Need to Contact Custodians During Administration.
•No password sharing
•Protect privacy and facilitate administration with AI-powered filtering
•Pass data non-probate to avoid custodian court orders
•All data is client-side encrypted and only viewable by grantors and assigned fiduciaries/beneficiaries
Easily Plan for Loyalty Points, Valuable Domain Names, and Credentials for All Other Digital Accounts
Loyalty points and domain names are very easy to lose and require specific planning. Get it done quickly with Bequest to avoid business domains expiring or loyalty points lapsing.
For all accounts not currently handled by Bequest, military-grade sharding schemes are used to store credentials.
Administration is Easy With Bequest: No More Lost Documents, Combing Through Thousands of Emails, or Court Ordering Custodians to Try and Recover Important Data
Upon receipt of documentation demonstrating the grantor's trigger event has taken place, Bequest will provide fidcuary(ies) access to our Fiduciary Portal.
Filter data to find what you are looking for quickly, distribute data with one-click, and do all cryptocurrency administration in our easy-to-use interface.
Suitable to professional and non-professional fiduciaries alike.
Equip Your Clients with Advanced Tools for Seamless Digital Asset Planning and Transfer
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