When someone you love dies, 50+ tasks appear overnight with no instruction manual. Bequestra gives you a step-by-step roadmap, a secure document vault, and a direct line to every professional who needs to be involved.
Bequestra gives you the roadmap, the vault, and the connections — so you can focus on your family, not the paperwork.
Every task you need to complete, organized by timeline — Immediate, Short Term, Medium Term, and Long Term. You see three tasks today, not fifty. The platform paces itself to where you are in the grief journey.
A secure, encrypted vault for every document — will, insurance policies, property deeds, digital assets, financial accounts. Everything organized in one place so nothing gets lost in a drawer.
Direct connections to your funeral home, estate attorney, financial institution, and insurance provider — all in one place. No phone tag. No repeating yourself. One case file that everyone works from.
AES-256 encryption on every document. Role-controlled access so only the right people see what they need to see. Building toward HIPAA compliance and SOC 2 certification.
Bequestra is not just software. Our coordination team is available to guide you through complex situations, connect you with the right professionals, and make sure nothing falls through the cracks.
Every screen is designed with grief in mind. No overwhelming task lists. No clinical language. Just calm, clear, compassionate guidance at whatever pace you can handle.
You don't see all 55 tasks at once. You see what matters today. The platform moves with you.
Most families spend weeks searching for documents — in drawers, safe deposit boxes, email threads, and filing cabinets. Bequestra's Life Vault organizes everything in one encrypted, accessible place.
And it doesn't end at the estate. Your Life Vault becomes a permanent record for your own family — wills updated, insurance policies stored, digital assets documented. The last gift you can give them.
At the arrangement conference, your funeral director creates a Bequestra case and sends you a secure link. Nothing to install, no account to create first.
Click the link and you're in. Your personalized checklist, your document vault, and your connected partners — all waiting for you.
The platform shows you what needs to happen today. Three tasks, not fifty. Check them off when you're ready. Come back when you can.
Your estate attorney, financial advisor, and insurance carrier can see exactly where things stand — without you making a single phone call.
Long after the estate closes, your Life Vault remains. Anniversary reminders. Document storage. A record for your own family when the time comes.
“Bequestra helped our family stay organized, informed, and supported during the hardest time. Everything we needed was right there.”
“I had no idea where to start. The checklist told me exactly what to do and when. I didn't have to think — I just had to follow the steps.”
“We were scattered across three states trying to handle my mother's estate. Bequestra gave us one place to coordinate everything.”
Get started free. Your checklist, your vault, your partners — all in one place.
No credit card required · Free for families