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How It Works

App Overview

EstateShare brings all of the family's assets into one place, making it easy to review and divide an inheritance. It helps you keep the peace and make everything fair. Your family stays a family, not a battlefield. You simply create an inventory of all the assets (that's the hard part), invite your family to see and choose what they want, and AI does the heavy lifting—making asset sharing fair and simple.
  • The Process

Streamlined & Fair Asset Sharing

EstateShare provides a better way to catalog, distribute assets fairly, and gain insights along the way.

  • Use on all mobile devices
  • Catalog all of the assets
  • Add family & friends to the estate
  • Invite family & friends to like assets
  • Run our Smart AI distributor
Get Started
  • Step 1

Estate Setup

Digitally Establish Your Estate

Get your estate up and running in minutes, not months. We’ve stripped out all the complicated legal jargon and made it super simple to get started.

  • Lightning-fast setup: Name your estate, add basic details, and you’re live in under 2 minutes.
  • Flexible estate types: Whether it’s a full estate, just dividing up a storage unit, or anything in between.
  • Multiple administrator support: Role-based privileges make it so you’re not stuck doing everything solo.
  • Edit anytime: Change details, update info, or adjust settings whenever you need to.

Cataloging Your Assets

Turn that overwhelming pile of stuff into an organized, searchable inventory. Snap photos with your phone and you’re basically done.

  • Photo-first cataloging: Just snap pics and add quick descriptions—no spreadsheets required.
  • Bulk upload support: Upload dozens of items at once instead of one painful entry at a time.
  • Smart categorization: Tag items by room, type, or value so people can actually find things.
  • Detailed item pages: Add stories, estimated values, or special notes about sentimental items.

What Our Clients Are Saying

4.5/5

“This app has saved us a tremendous amount of time. The setup took a little time to figure out, but once we got the hang of it, we were flying along in no time.”

5/5

“I like how the app does all of the heavy lifting. Once I added all of the items from around the house, the app made everything so much easier for me as the Executor and for my family. Thank you, EstateShare!”

5/5

"This is unbelievable. When my mother passed away many years ago, I had to distribute everything myself. It was hard. People became angry. It was so time consuming. With EstateShare, everything is so much easier. There have been no arguments because everything is so transparent and easy to use."

4/5

"Where was this app 5 years ago, when we lost our sweet mother. Glad we have it now to help us plan out where dad wants certain heirlooms to go. It's like having an electronic estate planner at our finger tips."

Get Started
  • Step 2

Member Management

Adding Members to Your Estate

Invite the whole family without the chaos of group texts and email chains. Everyone gets their own secure access to see exactly what’s happening.

  • Role-based permissions: Set who’s an admin, who’s a beneficiary, and who just gets to watch
  • Instant email invites: Send secure links that get people logged in with zero IT support needed
  • Real-time status tracking: See who’s accepted, who’s active, and who hasn’t logged in yet
  • Easy member management: Add, remove, or change permissions without breaking a sweat

Liking & Ranking Assets

Let everyone vote with their hearts without the awkward confrontations. The platform tracks who wants what so nothing falls through the cracks.

  • Simple like system: Click a heart on items you want—no complicated forms to fill out.
  • Drag-and-drop ranking: Prioritize what matters most by dragging items into your personal order.
  • Private preferences: Your rankings stay private until distribution starts, so no one’s influenced by others.
  • Comment and discuss: Add notes about why an item matters or share memories right on the item page.
  • Step 3

Distribution Management

Starting a Distribution

Flip the switch and let the platform do the heavy lifting. Our AI crunches all the preferences and spits out recommendations that actually make sense.

  • One-click activation: Hit start and the AI analyzes everyone’s picks in seconds.
  • Smart conflict detection: Instantly see which items have multiple people fighting over them.
  • AI fairness scoring: Get recommendations based on sentiment, value, and overall balance
  • Transparent process: Everyone can see the logic behind suggestions, not just mystery algorithms

Reviewing Feedback

See what the family thinks before you make anything final. This is where you catch issues before they become full-blown fights.

  • Consolidated feedback view: All comments, concerns, and reactions in one dashboard instead of scattered texts.
  • Accept/reject tracking: See who’s cool with their allocation and who’s concerned.
  • Direct messaging: Chat with specific members about their concerns without involving everyone.
  • Revision tools: Adjust assignments on the fly based on feedback and re-share instantly.

Settling Estate

Lock it down and make it official. Once everyone’s on board, finalize everything with a few clicks and get back to your life.

  • Final approval workflow: Get digital sign-offs from key stakeholders before locking anything in.
  • Complete audit trail: Every decision, change, and comment is timestamped and saved forever.
  • Export everything: Download full reports, item lists, and distribution summaries as PDFs.
  • Celebration mode: Mark the estate as complete and actually close this chapter of your life.