Estate Distribution is an estate analysis in Statements when it is available for the client. Use it to review the generated result, not as a replacement for legal documents or professional estate advice.
Review the analysis safely
Open Statements → Estate Distribution when shown.
Note the displayed date.
Read each row using the beneficiary and value labels on screen.
If a source fact appears wrong, review the relevant saved information in the Evaluation and Family Info.
Return to the analysis and confirm whether the displayed result now aligns with the saved information.
The visible analysis does not explain the allocation formula, survivor path, ownership treatment, beneficiary rules, or how missing information affects the result. Do not explain a percentage or dollar amount by inventing those mechanics.
If the analysis remains unexpected, record the client, displayed date, row label, expected value, displayed value, and the saved source information before contacting Planworth Support.