When a family comes in, the funeral home director creates a Bequestra case in under 2 minutes. The family receives a secure, branded invitation to their coordination portal.
Funeral home enters decedent details, service type, and family contact. A case file is opened instantly.
An email or text goes out to the next-of-kin with a secure link to their personalized portal. No app download required.
Death certificates, service agreements, and insurance info are uploaded to the shared case vault from day one.
Funeral homes spend 20–30 unpaid hours per case on follow-up coordination. Bequestra eliminates that burden — so staff can focus on what they do best.
Instead of facing 55+ tasks alone, the family logs into a guided six-phase checklist. Each task is explained in plain language, with the right professional connected at the right time.
Immediate arrangements → Notifications → Financial → Legal → Property → Long-term. Every task in the right order.
Time-sensitive tasks like Social Security notifications and account freezes are flagged automatically so nothing is missed.
Counseling resources, support groups, and community connections are embedded throughout the experience.
Families complete post-loss coordination 60% faster with a structured platform vs. navigating alone. Every completed task reduces stress and prevents costly mistakes.
Based on the family's situation, Bequestra identifies which professionals need to be involved and facilitates warm, structured introductions — so no one starts from zero.
Introduced when probate tasks appear. Receives a pre-populated case summary so the intake call takes minutes, not hours.
Connected when assets, insurance, or retirement accounts need attention. Account transfer docs pre-staged in the vault.
Every professional sees the same shared case timeline. No duplicate intake, no conflicting advice, no dropped handoffs.
The average estate involves 4–6 different professionals. Without coordination infrastructure, each one operates in isolation — creating delays, errors, and frustrated families.
Every step, every party, in sequence.
Opens a case and invites the family to their branded portal. Inputs decedent information and service details.
Receives a secure link via email or text. Logs into a guided checklist covering 55+ post-loss tasks across six phases.
Identifies which professionals need to be involved based on the family's situation and sends coordinated introductions.
Receives a case summary and begins probate intake. Documents are uploaded directly to the shared case vault.
Reviews the family's asset summary. Coordinates beneficiary transfers and insurance claims within the same platform.
All tasks completed. Documents archived. Family receives a closure summary. Partners mark the case resolved.
Book a 20-minute demo and we'll walk through the full loop with your firm's real workflow in mind.