For Professionals

Stop absorbing chaos
that was never yours to carry.

Funeral homes, estate attorneys, financial institutions, and hospice centers all face the same problem: families arrive unprepared, and professionals absorb the coordination burden for free. Bequestra ends that.

20–30
Unpaid follow-up calls per family
300+
Staff hours recovered per year
1.5
Case payback period
$40–120K
Annual value per partner
Who We Serve

Built for every professional
who serves families at their worst.

The Problem Today

The service ends. The calls don't.

You hand families an urn or a casket and walk away. Then your phone rings for six weeks.

20–30 unpaid follow-up calls per family, every case
No clean way to hand families off to attorneys or financial advisors
Paper-based intake that creates errors and delays
Reputation at risk when families feel abandoned post-service
Pre-need upsell window closes before you can follow up
With Bequestra

Everything changes.

One platform. Every stakeholder. Zero coordination calls.

Family portal activated at the arrangement conference — one link, four minutes
Structured partner handoff to attorneys and financial advisors automatically
Digital intake form replaces paper — decedent info, documents, contacts in one place
Branded portal keeps your name on the family experience for months
Case tracking dashboard shows every family's status without a single phone call
125+
cases per year where you could differentiate — and currently don't
Return on Investment

Pays for itself in 1.5 cases.
Everything after that is recaptured margin.

The math is simple. The annual subscription costs less than two average cases generate in revenue. Every case after that is pure recovered value.

Funeral Homes

Staff time recovered300+ hours/yr
Follow-up calls eliminated20–30 per family
Cases needed to break even1.5 cases
Total annual firm value$40K–$120K

Estate Attorneys

Unbillable intake time saved1–2 hrs/matter
Recovered billable capacity$12.5K–$40K/yr
Cases needed to break even1.5–2.5 cases
Total annual firm value$40K–$120K

Hospice & Nursing Homes

Staff coordination burdenEliminated
CAHPS score impactPositive
Structured family handoffs100% of cases
Partner referral pipelineActivated
$9K
Annual subscription
$6,200
Avg FH revenue per case
1.5
Cases to break even
8.4x
LTV:CAC ratio
Getting Started

Pilot first. Contract after.
Zero tech adoption required.

We don't ask you to change your workflow. We ask you to hand one family a link. The rest proves itself.

1

Book a demo

A 30-minute call with our team. We show you the partner portal, walk through a live case, and answer every question. No commitment required.

2

Free pilot — 2 to 3 families

We onboard 2–3 families at no cost. You see the platform working in real cases, get direct feedback, and validate the value before any contract.

3

Outcome data closes the contract

After the pilot, you'll see the follow-up call volume drop, the staff hours saved, and the family response. That data makes the decision easy.

4

Go live in under a week

No tech setup required on your end. No migration. No training for your staff beyond a 20-minute walkthrough. You hand families a link. We do the rest.

Common Questions

We've heard every objection.

From professionals in the field

“We've reduced post-service follow-up calls significantly. Families come in prepared and our staff can focus on care, not paperwork.”

Robert M.
Funeral Director, NE Ohio

“The document sharing alone saved our firm hours per estate. Families arrive organized. That first meeting is billable from minute one.”

Patricia K.
Estate Attorney, Cleveland

“People don't want to face estate planning until it happens — and then they're completely lost. Bequestra changes that.”

Cavitch Familo & Durkin
Estate Law, Cleveland

You're not buying software.
You're buying 300 hours back.

Start with a free pilot. No tech setup. No commitment. Just hand one family a link and see what happens.

Cleveland-based · Pilot-first · No tech adoption required