Distribution status tracking
Track whether distributions are not started, in review, approved, partially distributed, distributed, or on hold.
Distribution tracking for probate estates
Estate distribution tracking for probate administration
LegatePro helps executors, fiduciaries, attorneys, and professionals track beneficiary distribution status, notes, scheduled dates, paid dates, supporting accounting context, and reporting history.
Accounting challenge
Distributions need clarity, timing, and a clean record
Beneficiaries often want to know what they are receiving, when distributions may happen, and what remains before final distribution. LegatePro helps keep distribution status connected to the estate accounting and reporting record.
- Distribution status can be unclear across beneficiaries
- Scheduled and paid dates need tracking
- Notes and explanations matter when questions arise
- Distribution records should connect to accounting and reports
Workflow
Track estate distributions from planning through payment
Use LegatePro to organize beneficiaries, distribution status, notes, dates, accounting context, beneficiary visibility, and reporting history.
1
Set beneficiary distribution records
Track beneficiaries, distribution status, share context, notes, scheduled dates, and paid dates.
2
Connect distributions to estate accounting
Keep distribution records aligned with estate money movement, accounting context, and supporting reports.
3
Share selected visibility
Use beneficiary portal workflows and shared reports to provide read-only visibility where appropriate.
Accounting and reporting capabilities
- Distribution status
- Beneficiary records
- Scheduled and paid dates
- Portal visibility
- Reporting support
Workspace coverage
Keep the supporting estate record connected
Organize financial activity alongside the documents, property, beneficiaries, and reporting context that explain it.
Beneficiary visibility
Share selected distribution context through read-only beneficiary portal workflows when appropriate.
Reporting context
Connect distribution activity to estate accounting, audit trails, export snapshots, and reports.
Related resources
Beneficiary Portal
Share selected estate and distribution visibility through read-only beneficiary access.
Learn more →Executor Accounting
Keep executor accounting aligned with distributions and beneficiary questions.
Learn more →Estate Reporting
Use distribution records as part of cleaner estate reports and export snapshots.
Learn more →Estate Accounting
LegatePro gives estate representatives and professionals a cleaner way to track estate money, supporting documents, reimbursements, income, property activity, distributions, beneficiary context, and reports.
Learn more →Probate Accounting
LegatePro helps executors and probate professionals track estate money, expenses, reimbursements, income, distributions, receipts, property activity, audit trails, and reporting from one organized estate workspace.
Learn more →Track estate distributions with more confidence
Use LegatePro to organize beneficiaries, distribution status, dates, notes, accounting context, and reports.