Overview Estate settings control how distributions run—tiebreakers, dibs limits, value systems, and more. Maybe you're fine with the defaults, or maybe you've got a complex family and need to tweak the rules. Here's where you do it. Steps Go to Estate → Settings (or the settings icon in your estate view).Value system — Choose dollars, …
Overview
Estate settings control how distributions run—tiebreakers, dibs limits, value systems, and more. Maybe you’re fine with the defaults, or maybe you’ve got a complex family and need to tweak the rules. Here’s where you do it.
Steps
- Go to Estate → Settings (or the settings icon in your estate view).
- Value system — Choose dollars, points, or no points.
- Tiebreaker mode — Simple (3 automatic rules), Advanced (8 rules, enable/disable), or Expert (weights and sliders).
- Dibs limits — How many dibs each person can call (default is often 3).
- Point allocations — If using points, set budgets by tier or per person.
- Save your changes—they apply to the next distribution you start.