Overview Need a spreadsheet for probate, taxes, or your own records? Export the distribution results to CSV. Maybe your lawyer wants a list, or you're keeping a paper trail for the family. Steps Go to Distribution → Report or Settlement Review (or wherever export is offered).Click Export or Download CSV.The file includes assignments: member, asset, …
Overview
Need a spreadsheet for probate, taxes, or your own records? Export the distribution results to CSV. Maybe your lawyer wants a list, or you’re keeping a paper trail for the family.
Steps
- Go to Distribution → Report or Settlement Review (or wherever export is offered).
- Click Export or Download CSV.
- The file includes assignments: member, asset, value (if applicable), and any notes.
- Open in Excel, Google Sheets, or any spreadsheet app.
Export before closing the distribution if you want a snapshot of the final state.