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Beneficiary Tools
One of the most stressful parts of being an executor is managing the expectations of beneficiaries. EstateCopilot gives every beneficiary their own read-only dashboard so they can see progress, their expected share, and when distributions are likely - without needing to chase you.
Key Benefits
Everything it does for you
Invitation-based access
Send a secure invitation link to each beneficiary. They create a free account and are immediately linked to the estate - no manual linking needed.
Real-time share calculation
As you add assets and debts, each beneficiary's expected inheritance is recalculated automatically based on their allocation percentage or fixed sum.
Progress transparency
Beneficiaries see a hiy level live view of the estate administration progress - what stage you're at, what's been completed, and what's still outstanding.
Distribution tracking
Record interim and final distributions against each beneficiary. They can see exactly what they've received and what's still to come.
Reduced executor pressure
When beneficiaries have self-service access to information, the volume of 'where are we?' calls and emails drops significantly.
How It Works
Up and running in minutes
Add beneficiaries to the estate
Enter each beneficiary's name, relationship, and inheritance allocation - either as a percentage of the residuary estate or a fixed legacy amount.
Send invitation links
Generate a secure one-time invitation link for each beneficiary and send it by email or message. Links expire after 7 days and are single-use.
Beneficiaries access their dashboard
Once accepted, beneficiaries log in with their own credentials to view their personalised read-only dashboard showing their share and estate progress.
Ready to setup your first estate?
Join executors across England, Wales, Scotland, and Northern Ireland using EstateCopilot to administer estates with confidence.
Related Features
Work with Co-Executors
More than one executor? No problem. Share access with co-executors and work together securely.
Learn moreComplete Ledger & Financial Accounts
Built-in ledger that tracks transactions, helping you keep track of and report on the estate accounts.
Learn morePlain English Guidance
Every step explained in clear language. Tooltips, examples, and context when you need it.
Learn more