We connect the ecosystem that families need — in one compassionate, structured workflow.
Eliminate 20–30 unpaid follow-up calls per family. Hand families a branded portal at the arrangement conference. Stop absorbing chaos that was never yours to carry.
Give families a structured handoff when they need it most. Replace the social worker scramble with a guided coordination system that improves CAHPS scores.
Families arrive organized. The death certificate is located. The asset list is started. Your first meeting is billable from minute one — not hour two.
Receive structured, verified account transition requests. Reduce fraud risk and expedite bereavement workflows with a certified case file.
At the arrangement conference, the funeral director opens a Bequestra case in 4 minutes. Decedent info, family contact, document checklist — all in one intake form.
The family receives a secure link. They see their step-by-step checklist, their document vault, and their connected partners — all in one place.
The estate attorney, financial institution, and hospice receive a structured case handoff automatically. No phone tag. No paper forms.
Tasks get completed. Documents get uploaded. The family heals. The funeral home's reputation grows. No one is left absorbing chaos alone.
When someone dies, 50+ tasks fall on your shoulders within 72 hours. Most families navigate this alone, missing deadlines, losing documents, and absorbing unbillable hours from professionals who can't help them.
Bequestra gives you a guided checklist organized by timeline, a secure vault for every document, and a direct line to every professional who needs to be involved.
“Bequestra helped our family stay organized, informed, and supported during the hardest time. Everything we needed was right there.”
“We've reduced our post-service follow-up calls significantly. Families come in prepared and our staff can focus on care, not paperwork.”
“The document sharing alone saved our firm hours per estate. This is the infrastructure our industry has needed for a long time.”
Free for families. Flexible plans for professionals.
No credit card required · HIPAA-compliant · SOC 2 in progress