When to Use Manual vs Automated

Overview Manual = you resolve each conflict yourself. Automated = the algorithm does it. Which one? Depends on your family and your bandwidth. Use Automated When Everyone's okay with algorithm-based decisions.You want consistency and less emotional labor.People are scattered and a live session is impractical.You trust the tiebreaker rules you've set. Use Manual When You …

Overview

Manual = you resolve each conflict yourself. Automated = the algorithm does it. Which one? Depends on your family and your bandwidth.

Use Automated When

  • Everyone’s okay with algorithm-based decisions.
  • You want consistency and less emotional labor.
  • People are scattered and a live session is impractical.
  • You trust the tiebreaker rules you’ve set.

Use Manual When

  • You have inside knowledge the algorithm can’t capture (“Mom always said that was for Sarah”).
  • The family prefers a human making the calls.
  • It’s a small estate and you don’t mind the extra work.
  • You want maximum control over every assignment.

Hybrid: Run automated, then manually override the few that need a human touch. Best of both worlds.

Discover more from EstateShare

Subscribe now to keep reading and get access to the full archive.

Continue reading