Estate-specific access
Use invitations and role-based collaboration instead of shared credentials.
Security & privacy
Careful stewardship for sensitive estate information
Probate records can include financial information, beneficiary details, property records, creditor information, and private family context. LegatePro is designed to keep that work organized and intentionally shared.
A stewardship-first approach
Intentional visibility
Keep beneficiary access separate from internal estate administration activity.
Connected records
Preserve activity, reports, and supporting documents with the estate they belong to.
Good practice
Security is part of estate administration
Clear access decisions and reliable documentation reduce avoidable confusion.
- Invite collaborators individually instead of sharing account credentials.
- Limit beneficiary access to information relevant to their role.
- Review who can access estate information on a regular basis.
- Use strong, unique passwords for every account.
- Keep supporting records with expenses, distributions, and important decisions.
- Confirm estate-specific legal, tax, accounting, and court requirements with qualified professionals.
Accountability through organized records
Estate administration often requires explanations, reports, and historical records. LegatePro keeps the operational record easier to review and prepare.
Activity history
Maintain a clearer record of estate actions and administrative activity.
Reporting support
Organize information for beneficiary updates, professional review, and estate reporting.
Record accountability
Keep estate records and supporting documentation connected and easier to explain.
Explore LegatePro
See how the estate workspace keeps records together.