Read-only beneficiary access
Beneficiaries can view selected estate information without editing tasks, accounting, documents, or internal notes.
Read-only estate visibility for beneficiaries
Give beneficiaries clearer estate visibility without losing control
LegatePro’s beneficiary portal helps executors, Personal Representatives, attorneys, and fiduciaries share read-only estate updates, timelines, distribution status, and selected reports while keeping the core estate workspace controlled and organized.
Estate challenge
Beneficiary questions can become a second job
Probate communication often breaks down when beneficiaries do not know what is happening, what has already been done, or when distributions may occur. LegatePro helps turn scattered status questions into structured read-only visibility.
- Beneficiaries ask for repeated status updates
- Executors need to share information without exposing everything
- Distribution questions require clear tracking and context
- Attorneys and fiduciaries need a cleaner communication trail
Workflow
A controlled portal for estate transparency
Invite beneficiaries into a read-only experience that shows selected estate context, timeline activity, distribution visibility, and shared documents without giving them access to edit the estate record.
- Step 1
Invite beneficiaries securely
Generate beneficiary access links with status tracking, expiration, and portal activity history.
- Step 2
Share selected estate context
Give beneficiaries visibility into estate summary, timeline updates, shared documents, and distribution status where appropriate.
- Step 3
Preserve the access trail
Track portal activation, views, access counts, and invite status to support better accountability.
Built for controlled estate visibility
- Read-only portal access
- Invite expiration and revocation
- Beneficiary activity tracking
- Distribution status visibility
- Shared document controls
Workspace coverage
Keep the estate record connected
Organize the work, communication, and supporting records in one estate-specific workspace.
Distribution visibility
Show beneficiary-specific distribution status, scheduled or paid dates, amounts, and notes when the executor chooses to share that information.
Shared reports and documents
Share selected reports and document metadata while keeping the main estate workspace private and controlled.
Related estate administration workflows
Estate Reporting
LegatePro helps executors, attorneys, accountants, and fiduciaries create cleaner estate reports from organized tasks, documents, expenses, distributions, audit trails, and export snapshots.
Learn more →Executor Tools
LegatePro gives executors and Personal Representatives one place to organize probate tasks, documents, expenses, property activity, beneficiaries, timelines, audit history, and court-ready reports.
Learn more →Create a calmer beneficiary communication workflow
Use LegatePro to give beneficiaries better visibility while preserving control over the estate record.