Prepare heir distribution statements for executor review automatically
Every month, WebRun opens EstateExec, reads each beneficiary's distribution history for the period, compiles a formal distribution statement for each heir in DocuSign as a draft, and notifies the executor via Slack that the statements are ready for review before any are sent to beneficiaries.
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How do I automatically prepare distribution statements for estate beneficiaries?
At the start of each month, WebRun reads each beneficiary's distribution history in EstateExec, creates a formal distribution statement for each heir as a DocuSign draft pre-filled with their amounts and dates, and alerts the executor in Slack that the statements are ready to review. No statement reaches a beneficiary without explicit executor approval.
- Monthly distribution statements are drafted and ready for review on the first of each month
- No heir receives a statement until the executor reviews and approves it
- Each statement is pre-filled from EstateExec data so manual document preparation is eliminated
Built for estate executors · probate attorneys · trust administrators · estate accountants
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
www.estateexec.comin a real browser with your saved login - no setup, no API keys. -
1
EstateExec - read beneficiary distributions for the period
estateexec.com How to Automate EstateExec
WebRun opens EstateExec to read beneficiary distributions for the period. - Open EstateExec and navigate to the heir and distribution section
- Read each beneficiary's name, relationship, and total distributions for the current period
- Capture the distribution date, amount, type, and any notes on the nature of the distribution
Done when All beneficiary distribution records for the period are captured with full details.
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2
DocuSign - draft a formal distribution statement for each heir
docusign.com How to Automate DocuSign
WebRun opens DocuSign to draft a formal distribution statement for each heir. - Create a formal distribution statement document for each beneficiary in DocuSign
- Pre-fill the heir's name, distribution amounts, dates, and the estate name
- Leave every envelope in draft status for the executor to review before it is sent to any beneficiary
Done when A draft DocuSign distribution statement exists for each beneficiary, held for executor approval.
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3
Slack - notify executor that statements are ready for review
slack.com How to Automate Slack
WebRun opens Slack to notify executor that statements are ready for review. - Post a Slack message to the executor's channel listing how many statements are ready for review
- Include a link to the DocuSign draft folder and a reminder that no statement will be sent until approved
- Summarize the total distributed amount and number of beneficiaries for the period
Done when Executor receives a Slack summary with the count of pending statements and the DocuSign link.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it send distribution statements to beneficiaries automatically?
No. Every statement is created as a DocuSign draft and held for the executor to review and approve. No beneficiary receives any statement until you explicitly release it.
What information appears in each statement?
Each statement includes the beneficiary's name, their relationship to the estate, a line-by-line list of distributions for the period with dates and amounts, and the total distributed to date.
What if a beneficiary's distribution total is zero for the period?
Beneficiaries with no distributions in the period are not included in the draft batch. WebRun only creates statements for heirs who received at least one distribution during the reporting window.
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