Distribution model
Visualize who gets what, who serves, and where conflict can happen.
Beneficiary UX should catch ambiguity before documents are drafted: shares, backups, minor trusts, fiduciary roles, and family conflict all become reviewable data.
Review generated clausesDistribution summary
Taylor Avery
Spouse
Primary beneficiary and healthcare agent.
Riley Avery
Child
Minor trust until age 25; guardian confirmation needed.
Morgan Avery
Child
Minor trust until age 25; backup trustee missing.
Casey Rivera
Sibling
Named as alternate executor; address needed.
Fiduciary map
Roles are separate from inheritance shares.
The product should make executor, trustee, guardian, healthcare agent, and backup roles explicit so attorneys can review conflicts quickly.
Executor
Casey Rivera
Address neededTrustee
Taylor Avery
Backup trustee missingGuardian
Taylor Avery
Backup guardian neededHealthcare agent