Overview Setting up your first estate is the foundation for everything else. Maybe you're the executor handling a loved one's belongings, or you're helping your family organize a fair distribution. Either way, you'll need an estate record before you can add assets, invite members, or run a distribution. Steps Go to Get Started (or Create …
Overview
Setting up your first estate is the foundation for everything else. Maybe you’re the executor handling a loved one’s belongings, or you’re helping your family organize a fair distribution. Either way, you’ll need an estate record before you can add assets, invite members, or run a distribution.
Steps
- Go to Get Started (or Create Estate if you’re starting fresh).
- Enter the estate name and location—something like “Smith Family Estate” and “Portland, OR” works great.
- Choose your distribution method: Traditional (live picking order), Automated (algorithm assigns based on rankings and dibs), or Fully Automated (hands-off).
- Set your value system: Dollars (each person gets a point budget), Points (custom allocations), or No Points (pure ranking and dibs).
- Add family members with their names, emails, and relationships.
- Review the summary and launch—you’re ready to add assets and start the distribution when everyone’s set.