Bequest Assist:

Supporting the lasting impact of charitable gifts

Just a Few of our Current Clients

About Bequest Assist

At Bequest Assist, we help ensure that the generosity expressed in a person’s Will reaches the causes they cared about most. With compassion and deep expertise in estate matters, we support charities across Australia and New Zealand, so they can stay focused on what they do best: making a difference.

Our work ensures that a donor’s final wishes translate into real-world impact. Whether it’s advancing medical research, protecting the environment, caring for animals, or supporting vulnerable communities, we help charities navigate the complexities of estates, saving them time and resources while honouring the legacy of generous supporters.

We are not a charity, and we are not a law firm. We are a specialist organisation built to honour generosity, amplify goodwill, and help every final gift go further.

What Our Clients Say

Christine Robinson - World Wide Fund For Nature

ESTATES PROACTIVELY MANAGED

“Bequest Assist has completely taken estate management off my plate. Their system is really helpful in actively moving your open estates. It’s designed to ensure things don’t fall through the cracks.

For example, we had an estate that was open for 20 years... the estate had more than $200,000 just sitting in the public trustee for decades. When Maureen came on board, one glance at the data showed her how long this estate had been open. She took action so we received the funds within 9 months. So that’s $200,000 that we still wouldn’t have today if not for Bequest Assist.”

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Ross Anderson - The Lost Dogs’ Home

HIGH RETURN ON INVESTMENT

“When I first arrived at The Lost Dogs’ Home, I was spending up to three days a week on estate management. There was so much more that I knew I needed to be doing. If Bequest Assist hadn’t taken over all of that estate work, my time would have been taken-up by solicitors and executors rather than connecting with our supporters and building our Gifts in Wills Program. Instead, I’ve been able to spend time stewarding our supporters and identifying hundreds of new Gifts in Wills leads.

That radical shift in my work focus has unlocked millions more dollars of income that the charity will receive in the years ahead.”

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Alexis Escavy - Greenpeace

FREEING UP BEQUEST MANAGER TIME

“Before Greenpeace started working with Bequest Assist, I was spending far too much of my time on estate administration. I am a fundraiser my specialty is working with people and inspiring our supporters, not dealing with solicitors and lawyers.

Complex matters involving estate taxation, including Present Entitlements and Gifting In Specie can be difficult to understand for the lay person and it was stressful making sure our legal entitlements were being properly considered.

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Great Organisations We Work With

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