Step 3 of 5

Resolve, Record & Distribute

When everyone has made their choices, bring clarity to shared interests and keep a clear record of every decision.

See Shared Interests at a Glance

The admin dashboard instantly highlights items that are meaningful to more than one family member. No guesswork, no awkward conversations — just clear data to guide fair discussions.

  • Automatic detection of overlapping selections
  • See who wants what, across every category
  • Personal memories shown alongside selections
  • Helps families understand each other's perspectives
Screenshot: Shared interests view

Family Preferences Dashboard

The estate administrator gets a complete overview of every family member's selections. Filter by category, see selection counts, and understand the full picture before making distribution decisions.

  • Full selection matrix across all family members
  • Filter and sort by category, value, or interest level
  • Items with no interest are easy to identify
  • Appraised vs. non-appraised item tracking
Screenshot: Family preferences dashboard

Multiple Ways to Decide

When two or more family members want the same item, each person chooses how they'd like to resolve it. The system supports multiple decision-making methods so families can find the approach that feels right.

  • Coin Toss: uses a cryptographically fair, verifiable flip with a full audit trail so both sides know the outcome is genuinely random
  • Emotional Appeal: lets each person share their personal connection to the item and make a case for why it matters most to them
  • Conversation: encourages the family to talk it through together and reach an agreement that everyone feels good about
  • Defer: allows a family member to graciously step aside, recognizing that the item holds deeper meaning for someone else

Each person's resolution preference is visible to the admin, making it easy to match the right method to each situation. Every decision is recorded with a permanent audit trail.

Screenshot: Resolution methods

Export Everything

Download a complete Excel spreadsheet of all selections, item details, and family preferences. Keep a permanent record of every decision for legal, tax, or personal purposes.

  • One-click Excel export
  • All item details, values, and selections included
  • Share with attorneys, accountants, or appraisers
  • Permanent record of the distribution process
Screenshot: Excel export

Need official estate documents?

Generate PDF reports for tax filing, legal records, and estate closing.

Estate Documents