Meet our Team

Founder

After working in Bequests and Estate Administration at Australian Red Cross, The Heart Foundation and RSPCA, Maureen founded Bequest Assist to help charities better manage their estates.

Using corporate experience in process efficiency, lean management and significant data capture, Maureen has overseen the design of the Bequest Assist Estate Management software to improve the process and effectiveness of charity estate administration.

Managing Director

Morgan came to Bequest Assist with a wealth of experience in not-for-profit management, fundraising and legal administration. After graduating from the University of Melbourne with a Bachelor in Arts and Juris Doctor (Laws), Morgan’s entire career has been in the not-for-profit space. Most recently she worked at The Climate Council and served on the board of the Australian Youth Climate Coalition. After eighteen months with the organisation as the Client Services Manager, Morgan has stepped into the role of Managing Director.

Bequest Administrator

With a career in education and training, Chris brings experience in project management, instructional materials development and administrative management to the Bequest Assist team.

Senior Bequest Administrator

Luke is a seasoned legal professional and brings to Bequest Assist a decade of experience in the industry, specialising in wills and estates law. His extensive background in this area has allowed him to develop a deep understanding of the legal framework surrounding wills and estates.

Having been involved in volunteer work from a young age, Luke is thrilled to have the opportunity to help charitable organisations in a meaningful way through Gift-in-Wills administration with Bequest Assist.

Estate Data Coordinator

Nikita joins Bequest Assist as our Estate Data Coordinator, leveraging her previous experience in the charitable sector to assist with estate administration, facilitate data reporting, organising, and interpreting to help transform information into valuable insights. She holds a Bachelor of Sociology from the University of Newcastle in the UK and has previously worked as a Bequest Coordinator in the not-for-profit space.

Senior Bequest Administrator

Lisa has a background working in law firms, where she honed her legal skills and gained invaluable insights into various legal processes. She holds an Advanced Diploma of Conveyancing, a Diploma of Leadership and Management, and an Advanced Diploma of Paralegal Studies, further enhancing her legal knowledge and skills.

With her diverse qualifications and practical experience, Lisa is a versatile and asset to Bequest Assist, ensuring exceptional service and expertise for all clients.

Bequest Administrator

Julian is currently studying a Bachelor of Arts and Laws at Deakin University and is scheduled to graduate at the end of 2024. He joined the team at Bequest Assist in December 2022. Previously, he volunteered at the Asylum Seeker Resource Centre, and was a paralegal in the insurance and shipping teams at Holman Fenwick & Willan (HFW).

Senior Bequest Administrator

Eleanor was admitted as a lawyer to the Supreme Court of New South Wales in 2014. She has previously worked as a solicitor at Arnold Bloch Leibler, in-house legal counsel at a national operations and maintenance company, and judge’s associate at the Federal Court of Australia and Supreme Court of Victoria. Eleanor brings a diverse legal knowledge to Bequest Assist and the administration of estates.

Marketing Consultant

Kelly is a graphic designer and joined Bequest Assist to help with the designing of our Estate Administration Guidelines. She has since gone on to help prepare our Webinars and Training Courses and continues to work on our marketing needs.

Data Analyst

Paulina has diverse experience in a variety of industries. Paulina brings her strong analytical skills in using business intelligence tools, Salesforce experience and data management to support Bequest Assist.