charities bequests

Guarantee their final wishes are honoured. Provide a secure digital vault for patients to document and share their end-of-life care preferences, values, and personal messages.

Charities seek to build lasting relationships with supporters, and bequests are a vital part of that. This guide shows how providing donors with neutral, secure legacy planning tools strengthens these bonds. Rather than directly soliciting a gift, charities can empower supporters to get their affairs in order—a service they genuinely value. Within that process, donors can easily document their charitable intentions, leave explanatory messages for their family, and ensure their bequest wishes are clear. This approach is donor-centric, builds deep trust and loyalty, and ultimately supports more intentional, conflict-free philanthropic legacies that honour the donor’s values.

We provide law firms with tools to transform estate planning—capturing not just assets, but also advance directives and personal legacies. Elevate your service and simplify intake.

Clients now expect more than financial outcomes. Shifting values around trust, autonomy and legacy mean professionals encounter broader life context. Without structure, expectations fragment. Addressing the client expectation gap strengthens relationships while protecting professional boundaries.