Abstract: Embodiments of the invention are directed to systems, methods, and computer program products for generating and updating a benefactor profile comprising designations made by a benefactor for at least one beneficiary to receive assets from one or more financial accounts managed by the benefactor. Embodiments of the invention may be configured to store an electronic asset profile for the one or more assets comprising beneficiary information; store one or more limitations received from a benefactor comprising rules for communicating to a beneficiary regarding details associated with the one or more assets; create a beneficiary profile for the user; receive from the user a request to retrieve the details associated with the one or more assets from the beneficiary profile; and allow the user to view the beneficiary profile, whereby the user only sees information regarding the one or more assets as instructed by the benefactor.