Estate Coordination Platform

Complex estate decisions, handled professionally and honestly.

When an estate involves more than just you, we make sure everyone has honest options and the right people in their corner.

Clear options · Specialist guidance · Fully documented · No upfront costs

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Where we help

Four situations that need
more than a standard sale

Heritage & Probate

Multiple heirs, often in different cities, making a major financial decision together, sometimes for the first time. Everyone needs the same honest picture before anyone can move forward.

Divorce

A shared property that both parties must agree on, with emotions high and attorneys on both sides. Clear options and thorough documentation protect everyone involved.

Pre-Foreclosure

A homeowner still has options: sell, refinance, or negotiate with the lender. Acting quickly with the right guidance can preserve equity and dignity.

Guardianship & Conservatorship

A court or guardian managing property on behalf of someone who cannot. Every decision needs a clear record and a paper trail that holds up to scrutiny.

Estates are rarely just the house

A classic car, a collection, or a prized vehicle often sits alongside the real estate. We coordinate those through a vetted specialist dealer partner, so heirs get one honest process and one clear record instead of chasing separate buyers.

Classic & collector carsCollectionsHigh-value vehicles

The process

From first case to final signature

01

Attorney opens a case

The probate attorney enters the property address, valuations, and heir contact details. Takes two minutes.

02

Heirs receive a private link

Each heir gets a secure, personal link by email. No app, no account, one click to access their options.

03

Heirs review options and vote

Clear side-by-side math shows exactly what each option nets per heir. Votes are private. Financial guidance is available at this stage.

04

Outcome decided and documented

Once votes are in, the decision is recorded and a signed case summary is generated automatically, reviewed by the attorney before anything proceeds.

05

A certified agent handles the sale

If the family votes to sell, a probate-specialist agent selected by the attorney takes over the listing. All case documentation is shared automatically.

06

Financial guidance after the sale

Once the sale closes, we walk heirs through common questions on taxes, timing, and what to do with the proceeds. A qualified advisor can be arranged at no obligation.

For heirs & families

You get a private link.
That's all you need.

No account to create. No app to download. You receive a secure, personal link by email, click it, see your options with the exact numbers, and cast your vote privately. The estate attorney oversees the legal process. A certified probate agent handles the sale if the family votes to sell.

Your vote carries no legal obligation. Nothing is final until all parties formally agree, you can reconsider at any point before signing.

How everyone gets paid

AttorneyPaid per closed case from estate funds at closing, not billed to you personally
AgentEarns 2% at closing, for specialist probate listing work that a standard agent cannot do
Platform2% independent estate settlement at closing: coordination, documentation, and heir support
YouReceive the net proceeds once all fees are settled, fully documented and transparent

Every heir, in their own language

Estate decisions are hard enough without a language barrier. Each heir can review their options and vote in the language they are most comfortable with.

EnglishEspañol中文Français

Always free for heirs: no cost, no account, no commitment.

For probate attorneys

You manage the case.
We handle the coordination.

No estate too small, no coordination too complex.

  • No monthly fee: pay only when a case closes
  • Free to join, free to start: no credit card required
  • Save 10+ hours of non-billable coordination per case
  • Signed case summary auto-generated: no manual work
  • Full timestamped audit trail: reduces your liability exposure
  • Agent marketplace: referral income generated per closed deal
  • Bequest Estate Certified designation after your first closed case
Full details, pricing and what's included →

For real estate agents

Pre-qualified listings.
The family has already decided to sell.

  • No monthly fee: pay at closing only, from your commission
  • Earn 2% per closed listing: pre-qualified leads, no cold calling
  • Total commission to heirs is 4%, well below the 5–6% standard
  • Selected by attorneys based on track record, not bidding
  • All case documentation shared automatically: no chasing paperwork

Commission comparison

Traditional probate sale5–6%
Bequest Estate total4%
2% your certified agent2% independent estate settlement
Full details, how selection works and what you earn →

For specialist dealers

Estate vehicles, already cleared to sell.
The family wants one trusted partner.

  • Vehicles surface inside estates that have already decided to sell
  • The family is looking for one vetted partner, not a bidding war
  • Full case context shared up front, so you know the situation and the timeline
  • You handle valuation and sale, we keep the estate record coordinated
  • Revenue share agreed per partnership, no platform fee to start
Full details, how the partnership works and what you handle →

How a vehicle is handled

01

Flagged in the estate

A vehicle or collection is logged alongside the real estate, with the family aware.

02

Referred to the partner

Our specialist dealer partner reviews the vehicle and proposes a valuation.

03

Sold and recorded

The sale closes through the dealer and lands in the same case record as the property.

One coordinated process for the estate, real estate and vehicles together.

Private

Heir votes are confidential, no other heir sees your choice

Signed

A signed case summary is generated after every decision, reviewed by the attorney

Documented

Every decision, valuation, and vote is timestamped and always accessible

Check your coverage

What does your case involve?

1: Case type

2: Asset

BusinessAircraftYacht / Boat

Vehicles and collections are handled through our specialist dealer partner. Business, aircraft, and yachts require specialist brokers, coming in a later phase.

3: State

AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyoming

All 50 states coming soon: expanding throughout 2025–2026.

Available now in California

Heritage & Probate · Residential home · California

Get started

Ready to bring clarity
to your next estate case?

Join California probate attorneys saving hours per case with automated heir coordination and fully documented records.

Free to join · No monthly fee · Pay per closed case · California