Bequest Finance

What Bequest Finance does

Bequest Finance Inc., operating as Fido Estates, is a venture-backed private company founded in 2023 and headquartered in Denver, Colorado. It builds non-custodial digital asset management and fiduciary administration software targeting legal professionals handling trust, estate, and power of attorney matters. The company's core product, Fido Estates, automates end-to-end administration workflows including intelligent client intake, autofill of court forms and precedent letters, e-signature and e-filing, in-app document editing, and California-specific fiduciary accounting with one-click report generation. The platform is SOC2 Type 2 compliant with AES-256 encryption, intrusion detection, and external security audits. Separately, Bequest Finance is developing a digital asset transfer platform purpose-built for transferring cryptocurrencies and other intangible items within estate planning, addressing a structural gap in the trust and estate industry.

The company employs 1-10 people and was co-founded by Anna Moualand and Robert Muresan. Revenue is generated on a transparent per-file basis with no contracts, hidden fees, or per-seat charges: $99.99 per probate petition, $149.99 per estate accounting file, and $179.99 billed every three years per power of attorney file, with fees typically chargeable back to the estate. Disclosed customers are exclusively legal services firms and professionals, including Nika Law LLP, Casey & Moss LLP, ETP Canada, and Katy A. L. McGirr Virtual Law Clerk. The product is currently available only in California, with stated ambitions to expand globally.

In July 2023, Bequest Finance raised $2.75M in seed funding led by Nyca Partners with participation from Mark Cuban. Go-to-market combines a product-led, self-serve demo motion with an enterprise field sales motion targeting legal practitioners worldwide for digital asset transfer solutions. The company distributes through its own Fido Estates platform, supported by content marketing, LinkedIn and X/Twitter presence, and email outreach to law firms.

Name

Bequest Finance

Legal name

Bequest Finance Inc.

Website

https://bequest.finance

Company type

Private

Founded year

2022

Operating status

Operating

Headcount range

1–10 employees

Short description

Bequest Finance (DBA Fido Estates) builds non-custodial digital asset management and fiduciary administration software for lawyers, paralegals, accountants, and professional executors handling trust, estate, and power of attorney workflows in California and beyond.

Ownership category

akta.pro rank

Product category

Estate Administration Software

NAICS

Trusts, Estates, and Agency Accounts (52592), Trusts, Estates, and Agency Accounts (525920), Trust, Fiduciary, and Custody Activities (523991)

SIC

Security & Commodity Brokers, Dealers, Exchanges & Services (6200)

akta.pro primary industry

Trust Administration & Fiduciary Accounting Services (FSAAANAF)

akta.pro secondary industries

Estate Planning & Trust Structuring Advisory (FSAEAKAC), Trust & Fiduciary Advisory for HNW/UHNW (Trust Structuring & Trustee Oversight) (FSAAABAF)

Keywords

• Estate administration software
• Fiduciary accounting software
• Trust administration platform
• Probate document automation
• Digital asset transfer

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. Software Platform (Fido Estates): Per-file pricing model for estate administration software. Users pay per petition for probate, estate accounting, or trust/POA file processed. No contracts, hidden fees, or per-seat charges.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels4 records

Core offering

Bequest Finance provides Fido Estates, an end-to-end fiduciary administration software platform for trust, estate, and power of attorney workflows. The platform automates client intake, autofills court forms and precedent letters, and produces California-format fiduciary accounting reports, and is sold to legal professionals and law firms on a per-file, pay-as-you-go basis. The company is additionally developing non-custodial digital asset transfer solutions enabling compliant transfer of cryptocurrencies and other intangible assets within estate planning.

Product overview

Bequest Finance offers Fido Estates, a unified software platform for fiduciary administration covering trust, estate, and power of attorney workflows. The platform consists of a single core product with integrated modules for intelligent intake, court form automation, and fiduciary accounting. The company is also developing non-custodial digital asset transfer solutions for managing cryptocurrencies and other intangible assets in estate planning, with backing from Nyca Partners and Mark Cuban.

Differentiator

Problem solved

Functional benefit

Brands

• Fido Estates: End-to-end fiduciary administration software for trust, estate, and power of attorney professionals. Provides intelligent intake, court form autofill, document automation, and California fiduciary accounting.

Products and services

• Fido Estates

Quantifiable outcome

• Saves countless hours of data entry through intelligent intake and AI features
• +1 more outcomes

Named customers4 records

Segments3 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability1 record

Feature4 records

Scale indicators1 record

Recent moves5 records

Expansion highlights4 records

Direct peers

• Trust & Will: Online estate planning platform offering wills, trusts, and related documents. Comparable because it targets the same trust and estate workflow — though more consumer-facing — and represents the most direct competitive substitute for Fido Estates' estate administration product.
• Wealth.com: Estate planning platform purpose-built for financial advisors and wealth management firms. Directly comparable because it sells into the same fiduciary/trust ecosystem with workflow automation, document generation, and account aggregation features that overlap with Fido Estates.
• Vanilla: Estate planning technology provider for financial advisors and RIAs. Comparable because it serves the same professional channel managing estate and beneficiary workflows, and competes for similar software budgets.
• FreeWill: Estate planning software used by financial advisors, nonprofits, and individuals to generate wills and estate documents. Comparable due to overlapping estate planning workflows and shared target customer segments in financial and legal services.

Broad incumbents

• Clio: Leading cloud-based legal practice management platform serving law firms of all sizes. Broad incumbent because it could natively extend into trust and estate administration, leveraging its large installed base and deep integrations across the legal ecosystem.
• Smokeball: Cloud legal practice management software for small and mid-sized law firms, including estate and probate practices. Comparable as an incumbent that already serves Bequest's target personas and could layer on fiduciary workflows.
• LEAP Legal Software: Practice management and document automation platform widely used by small law firms, including estate practitioners. Comparable as a broad incumbent offering integrated forms, automation, and billing that overlaps with Fido Estates' workflow stack.
• MyCase: Legal practice management platform with document automation and client communication tools used by small and mid-sized law firms. Broad incumbent that overlaps with Fido Estates' workflow automation and target persona of trust and estate practitioners.
• Thomson Reuters: Global information services company offering legal, tax, and compliance software (including estate and trust administration tools such as GEMS). Broad incumbent whose scale, regulatory expertise, and existing fiduciary product line position it as a long-term competitive threat.
• LexisNexis: Major legal and information services provider with workflow and document automation products used by law firms and corporate legal departments. Broad incumbent that competes for legal software budgets and could expand into trust and estate administration automation.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/BequestFinance
• LinkedInlinkedin.com/company/bequest-finance

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds1 record

Investors2 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Bequest Finance