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.
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Tags:Admin Guide
