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.
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.
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.
Accounting and reporting capabilities
Distribution statusBeneficiary recordsScheduled and paid datesPortal visibilityReporting support
Related accounting workflows
More accounting resources
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.
Executor Accounting
LegatePro helps executors and Personal Representatives organize estate money, receipts, reimbursements, distributions, beneficiary questions, audit history, and reporting without relying on scattered spreadsheets.
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.
Track estate distributions with more confidence
Use LegatePro to organize beneficiaries, distribution status, dates, notes, accounting context, and reports.