01
A separate room per heir
Each beneficiary gets their own data room showing only their portion of the estate. They are distinct rooms, not shared folders, so one heir never sees another's documents or share.
For estate lawyers and executors
Each heir sees only their portion.
Administering an estate means sharing sensitive documents with several beneficiaries who should each see only their own part, and being able to prove they acknowledged it. Give each heir a private room, collect a signed acknowledgment, and keep a clean record throughout.
- Use case
- Estate administration
- Isolation
- Room per heir
- Acknowledgment
- Signed, from Pro
- Hosting
- London, UK
From grant to distribution
Give each heir their own room.
Handle a sensitive, multi-party process with dignity and control: separate rooms, careful gating, signed acknowledgments and a record you can rely on.
02
Scope access precisely
Give each heir access to only their room, so a beneficiary sees exactly what concerns them and nothing about anyone else's inheritance.
03
Verify identity
Require a verified email and one-time code so everyone who opens a private inheritance document has proved an email address, and a copy passed around a family is recorded and can be revoked in one click.
04
Collect a signed acknowledgment
Built-in e-signature captures each heir's signed acknowledgment of what they received. The executed PDF carries a tamper-evident SHA-256 certificate with intent and timestamps.
05
See what was read
Page-by-page dwell time shows whether a beneficiary read the documents you sent, useful context for a sensitive administration.
06
Keep the record, then close
A 24-month audit trail records who opened what and when. When administration completes, revoke each beneficiary's link, effective even mid-scroll.
Separate room per heirScoped member accessSigned acknowledgment from ProSHA-256 audit certificate24-month audit trail
Estate administration FAQ
What executors and lawyers ask.
Yes. You give each heir their own data room and scope their access to only that room. They are distinct rooms, not shared folders, so a beneficiary sees exactly their portion and nothing about anyone else's.
You collect a signed acknowledgment through the built-in e-signature, which produces a tamper-evident SHA-256 certificate recording intent and timestamps, alongside a 24-month audit trail of who opened what. This is a record of receipt, not legal advice on the administration itself.
No. Each heir opens their room in the browser through their own link. You can require a verified email and one-time code so you know exactly who accessed and acknowledged, but they never have to sign up.
Yes. Primary data is resident in the UK (London) and encrypted backups are held in an EU region; documents are encrypted with AES-256 at rest, with a DPA on request. Pricing is flat and in GBP, there is a free tier with 3 rooms, and a 14-day trial on paid plans.
Handling formal legal documents? See legal documents, collect signatures across a group on board governance, or read the e-signature glossary.
Administer the next estate with a room per heir. Give each beneficiary their own private room, collect a signed acknowledgment from Pro and keep the record. Start on the free tier, no card required.