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...
How Do I Change Someone’s Role Mid-Distribution?
Overview You need to promote someone to Asset Manager, or demote them back to Member. Can you do it while a distribution is running? Usually...
Exporting Results (CSV)
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...
Excluding Assets from a Round
Overview Not every asset goes into every round. Maybe you’re doing “round 1: furniture” and saving jewelry for later. Or some items are already spoken...
Excluding Assets from Distribution
Overview Not everything goes into every distribution. Maybe some items are already spoken for, or you’re running a “round 1” with just the big-ticket stuff....
Estate Setup Overview
Overview Before anyone can like, rank, or claim anything, the estate needs to be set up. Think of it as the blueprint: you’re defining how...
Editing Member Roles
Overview Roles determine what people can do—admins have full access, members can only like and rank. Maybe someone’s stepping up to help manage assets, or...
Editing Assets
Overview Mistakes happen. Maybe you typo’d the description, or the condition changed, or you need to add a photo. Editing lets you fix it without...
Dibs Review (Approving or Removing Dibs)
Overview Before the algorithm runs, you can review dibs—the “must-haves” members have claimed. Maybe someone called dibs on 10 things when the limit is 3,...