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Wealth Utilities

Bequest

Empowering Legacy Planning for RIAs and Their Clients.

"Bequest is a comprehensive legacy planning platform designed to help RIAs guide clients through estate planning, charitable giving, and wealth transfer strategies. It streamlines the process of creating and managing estate plans, facilitating collaboration between advisors, clients, and legal professionals. Firms use Bequest to enhance client relationships and provide a differentiated service offering in legacy planning."

Launch Product Page
Consensus Grade
B+
85/100 Confidence
Institutional Verified
Market Position
Ranked #362 in Wealth Utilities
Validated Adoption
6 Firms Tracked
Coverage Status
enriched Documentation
Data Freshness
Updated Feb 2026

Strategic Capability Analysis

Guided estate planning questionnaire
Document generation and storage
Collaboration tools for advisors and clients
Automated updates based on life events
Integration with existing wealth management platforms

Primary Use Cases

Estate planning for high-net-worth clients
Charitable giving strategies and planning
Building stronger client relationships through legacy discussions

Agentic Intelligence Briefing

"Bequest empowers RIAs to offer streamlined estate planning services, enhancing client relationships and attracting new business."

Real-time Forensic Synthesis

Competitive Strengths

Specialized legacy planning capabilities
Focus on estate planning and charitable giving
Potentially strong client engagement tools within a niche area

Adoption Hazards

Limited information available on pricing and specific features
Lack of integration details with broader financial planning platforms
Might be too specialized for firms with limited focus on legacy planning

Stack Compatibility Profile

How Bequest integrates into institutional RIA stacks.

6 Firms Analyzed
Nitrogen Wealth
100%
Stack Correlation
Riskalyze Online
100%
Stack Correlation
Advisor Websites (Responsive)
100%
Stack Correlation
Elements Financial Planning
83%
Stack Correlation
Zoom
83%
Stack Correlation
Bloomberg Tax (BNA)
83%
Stack Correlation

Product Dossier

Target Market
RIA
Target Audience
Independent RIAs seeking to offer comprehensive estate planning services.
Firm Size Fit
1-PersonSmallMid-SizeEnterprise
Pricing Model
Enterprise Quote
Profile Completeness
100%

Consider Also

1Wealthbox
2eMoney Advisor

Value Proposition

"For RIAs looking to enhance their legacy planning services, Bequest offers specialized tools to help clients articulate and achieve their philanthropic and estate planning goals."

Vendor Dossier

Bequest logoB
Bequest
bequest.com
Corporate Portal

Audit Your RIA Stack

See how Bequest fits into your overall tech efficiency score.

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