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    Audit Log

    Overview The audit log tracks who did what and when—asset changes, member edits, overrides, distribution actions. Maybe you need to prove something for legal reasons,...

    Archiving Members

    Overview Sometimes someone needs to be removed from the estate—they’ve opted out, passed away, or there’s a legal reason. Archiving hides them from the active...

    Archiving Assets

    Overview Sometimes an asset shouldn’t be in the distribution—it’s sold, donated, or set aside for a specific person. Archiving hides it from the active list...