Every bequest, tracked from notice to distribution.
TrueBQuest replaces the spreadsheet, the shared drive, and the file cabinet with a single system of record, so your team always knows where a bequest stands, and what revenue to expect.
Built with estate planning, trust & probate attorneys at Sideman & Bancroft
You just learned your organization is named in a will. Now what?
Whether it lands in a spreadsheet, a shared drive, or a paper file, the information about that bequest disperses the moment it arrives, and someone spends months later trying to piece together where things stand, what's owed, and when it's expected to close.
One record for the life of the bequest.
From first notice to final distribution, everything about a bequest lives in one place, visible to anyone on your team who needs it.
Watch the 5-minute walkthroughOne dashboard, the whole picture
Projected revenue for the current and every upcoming fiscal year, decedents tracked, bequests tracked, and your largest open bequests, all at a glance.
Drill down in a click, not an afternoon
Click any number on the dashboard to get the underlying list. Reporting for the Board or an auditor takes moments, not hours.
Sortable, searchable decedent records
Every decedent and every bequest tied to them, with columns you can sort (by date of death, amount, or status) to find what you need fast.
Every document, one tab away
Wills, trusts, beneficiary designation forms, and correspondence, all attached to the bequest itself, so nothing gets lost in an inbox or a paper file.
A running log, not a memory test
Every action taken to pursue a bequest is logged with a comment, so anyone can see exactly where things stand, and follow-ups are scheduled automatically so nothing goes overdue unnoticed.
Unlimited users, always
Add your whole planned giving, finance, and advancement team at no extra cost; pricing scales with how many bequests you track each year, not how many people log in.
A walk through how it actually works.
Four screens, four jobs: see everything at once, find any decedent, open any bequest, and never lose track of a follow-up.
Everything you'd pull for a Board meeting, already assembled.
Projected revenue for this fiscal year and every year ahead, decedent and bequest counts, your highest-dollar open bequests, and cash collected by month, quarter, and fiscal year, updated automatically as records change.
Click a number, get the list. Click a name, get everything.
Every decedent your organization is tracking, sortable by date of death, amount, or status. Each record also carries prior-giving history (whether the decedent was a lifetime donor and what they gave) alongside the bequests themselves. One decedent can hold several: a revocable trust and a retirement account are two separate records, both visible from the same page.
Wills, trusts, and correspondence: attached, not scattered.
Open any single bequest and find its projected amount, cash already received, and every relevant document: wills, trusts, beneficiary designation forms, and the letters and emails sent and received, all in one place, organized by tab.
A record of every step taken, and a system that won't forget the next one.
Each action to pursue a bequest gets logged as a comment, so anyone can see where things stand at a glance. Schedule a follow-up once, and TrueBQuest surfaces it automatically, flagging it the moment it's overdue.
Comment: Estimated value of estate on Petition for Probate is $2 million. We are a 12% residuary beneficiary, so $240,000. Using $225,000 as projection (to account for debts and expenses of administration).
Any charitable organization. Any bequest. One system.
TrueBQuest isn't built for one type of nonprofit; it's built around the shape of your bequest portfolio, whether you're tracking a handful of estates a year or several hundred.
Simple to track, nothing to lose
- Single bequests from a will or a simple trust
- A clear line of sight from notice to distribution
- No spreadsheet needed to keep it straight
When one decedent means several records
- Revocable trusts, retirement accounts, and beneficiary designations, all linked to one decedent
- Life estates and reserve holds tracked automatically
- Every instrument visible from a single record
Built to scale with hundreds of open bequests
- Board- and audit-ready reporting across every decedent
- Unlimited users across every team, at no extra cost
- Fiscal year revenue projections that hold up at scale
Built by people who've actually done this work.
-
Directed by estate attorneys, not just engineers
Developed by engineers at the instruction of the estate planning, trust and probate attorneys at Sideman & Bancroft, who bring decades of post-death administration experience.
-
Straightforward, volume-based pricing
Three simple tiers, based on how many bequests you track each year. Tell us your volume and we'll tell you exactly where you land, no drawn-out sales process required.
-
Every user included, no matter your plan
Your whole planned giving, finance, and advancement team gets access at no extra cost. Pricing is based on how many bequests you track each year, not how many people log in.
It's hard to imagine going back to the way we used to organize and store bequest information. The dashboard and search functions are a game changer in how I locate bequest information and keep up to date on hundreds of bequests.
What planned giving teams say after switching.
"I love that the TrueBQuest platform allows me to see projected revenue from bequests in real time for both the current fiscal year and future fiscal years, with a few keystrokes. It's incredibly helpful for fast turnaround when responding to Board requests and in building an efficient annual budget."
"It's hard to imagine going back to the way we used to organize and store bequest information. The easy-to-use dashboard and search functions are a game changer in how I locate bequest information and keep up to date on hundreds of bequests."
"I've been in charitable gift planning since 1998. For more than a quarter of a century, and well over a thousand estates, I've wondered why no one has created a quality resource truly designed for nonprofit estate administrators. Until now, we've had to rely on ill-fitting products adapted from systems built for entirely different purposes, or programs so unintuitive they're painful to navigate. And of course, the elaborate but clumsy spreadsheets.
The long wait is over. I couldn't be more enthusiastic about TrueBQuest, which has clearly been designed from the ground up by people who understand exactly what we do. It's easy to grasp, incredibly powerful, and has exponentially increased our efficiency. TrueBQuest has transformed our estate administration program and earns our highest recommendation."
Switching shouldn't cost you your history.
-
We import your closed bequests
Records from spreadsheets, shared drives, or another bequest management platform come with you, closed bequests included, not just open ones.
-
We do the heavy lifting
Our team has the resources to manage the transition for you, so your staff isn't the one re-keying years of records.
-
Nothing lost, nothing frozen
Your team keeps working through the transition, with no dead period where records exist in two places at once.
Your closed bequests don't disappear when you switch. We import your historical records from your current spreadsheet, database, or bequest management system, so day one includes your full history, not just what happens next.
Answers to what people ask us most.
Have a question that's not here? Contact us and we'll walk you through it.
See your bequests in one register.
Tell us a bit about your organization and we'll walk you through how TrueBQuest fits your process and what it costs.
Contact Us
Comment: Attorney advises all on track. Expects distribution in 9 months. Follow up in 9 months.