Beneficiary Guide
What to expect as a named beneficiary.
The Beneficiary Portal is a quiet, private place where you can see the trust you are named in, read the documents your trustee has released to you, and act on what matters to your family. This page explains how invitations, account activation, and day-to-day use of the portal work — before or after you sign in.
Part one
From invitation to first login
Six short steps, about ten minutes in total. Keep your phone nearby — you will need it for two-factor authentication.
- 1
Receive your invitation
Your trustee sends a personal invitation to the email address on file. It comes from a DeBellotte Global address and contains a secure one-time link. If it does not arrive within a day, check junk or spam folders before contacting the trustee office.
- 2
Create your account
Open the invitation link on a device you trust. Confirm your identity, choose a strong password, and accept the portal terms. Use a password you do not reuse anywhere else.
- 3
Set up two-factor authentication
Every beneficiary account uses an authenticator app. Install Google Authenticator, Microsoft Authenticator, or 1Password on your phone before continuing.
- 4
Scan the QR code
The portal displays a QR code. In your authenticator app, choose Add account and scan the code. The app creates a DeBellotte Global entry that refreshes every 30 seconds.
- 5
Enter the six-digit code
Type the current code from your authenticator into the portal to confirm the pairing. From then on, you will be asked for a fresh code every time you sign in.
- 6
Sign in and enter your portal
You land on your portal home. An interactive tour runs automatically on your first visit and can be restarted at any time from How It Works.
Part two
What you can do inside the portal
The portal is organised around a small number of clear sections. At a high level, this is what you can expect once you are signed in.
- Read your trust deed and released documents
- See who your trustee of record is and how to reach them
- Submit and track distribution requests
- Message the trustee office privately
- Review statements, updates, and meeting notes
- Manage your profile and security settings
A detailed, step-by-step version of this guide — with screenshots of each section and the ability to restart the interactive tour — is available inside the portal once you sign in.
Part three
Talking to your trustee
Inside the portal
The Communications section is a private message thread with the trustee office. Use it for anything that is not urgent — questions about a statement, a document, or an upcoming meeting.
Outside the portal
For time-sensitive matters, contact the trustee office directly on the channel you were given during onboarding. Never share your password or two-factor codes, whatever the reason.
Part four
Privacy and security by design
Named beneficiaries only
Access is restricted to individuals your trustee has personally invited. There is no public sign-up.
Two-factor by default
Every login requires your password and a fresh code from your authenticator app. Your trustee will never ask you for that code.
Least-privilege visibility
You see only the trusts you are named in, and only the documents your trustee has released to you.
No unsolicited contact
Your trustee will never call, text, or email asking for your password or recovery codes. Treat any such request as suspicious.
Have your invitation email in hand?
Open the link in your invitation on a device you trust. If anything feels off, contact the trustee office through the channel you already know before you enter any information.