For Beneficiaries
If you are a beneficiary of an estate handled by a law firm that uses Flow Estate, the lawyer can invite you to see the documents they share and to hear when the estate reaches each stage.
What you can see today
- Documents your lawyer shares
- The estate’s lawyer chooses which documents beneficiaries can see. You can open them read-only, and you are told in the app and by email when one is shared with you.
- Updates when the estate moves on
- You are told when the estate moves to a new stage, and when the notice to creditors has been published, with the date claims close.
- Organisations notified
- See which banks have been sent notice of the death, and when.
- Only what you’re meant to see
- Your access is read-only and limited to the estate you were invited to. The lawyer decides what is shared. If you are also an executor on another estate, each estate keeps its own access.
Coming
We are building a fuller view for beneficiaries: the estate's stage and expected timing, the shared documents and accounts in one place, and a way to send questions to the lawyer. It isn't available yet.
Questions beneficiaries ask
- How do I get access?
- The estate’s lawyer invites you by email. Accept the invite within 72 hours and set your password. If you already have a Flow Estate login, the estate is added to it.
- Can I see the estate’s assets and accounts?
- You see what the lawyer has chosen to share with beneficiaries, which may include some documents and assets. The estate’s accounts and task list are for the lawyer and executors.
- How long will the estate take?
- It depends on the estate. Probate, the creditor notice period and the time limits for claims all affect when a distribution can be made. Ask the estate’s lawyer about your estate.
- Will I be asked for identification or bank details?
- The estate’s lawyer may ask you for identification and, before a payment, your bank details. They will tell you how to provide them.
- Can Flow Estate tell me what I am entitled to?
- No. Flow Estate is software used by the estate’s lawyer and executors. It does not give legal advice. Questions about the will or your entitlement go to the estate’s lawyer, or your own lawyer.