Epilogue | Assets Allocator
Demo

Model how each asset is apportioned before it reaches the will.

Total Estate
$2,250,000
Allocated
100%
Unallocated
$0
Asset Pool
Primary Residence
Real Estate$1,500,000
Superannuation
Superannuation$450,000
Share Portfolio
Shares$300,000
Beneficiaries
Sarah
Partner
Liam
Child
Maya
Child

Apportionment Canvas

Editing in percentages
Primary Residence
Real Estate · $1,500,000
Sarah
33.3%
Liam
33.3%
Maya
33.4%
Allocated 100% of this assetUnallocated: 0% · $0
Superannuation
Superannuation · $450,000
Sarah
33.3%
Liam
33.3%
Maya
33.4%
Allocated 100% of this assetUnallocated: 0% · $0
Share Portfolio
Shares · $300,000
Sarah
33.3%
Liam
33.3%
Maya
33.4%
Allocated 100% of this assetUnallocated: 0% · $0
Beneficiary Share Breakdown

Share of total estate value

Asset Mix per Beneficiary

Value received by asset category

Distribution Summary
BeneficiaryValue% EstateAssets
Sarah
$749,25033.3%
  • Primary Residence · 33.3%
  • Superannuation · 33.3%
  • Share Portfolio · 33.3%
Liam
$749,25033.3%
  • Primary Residence · 33.3%
  • Superannuation · 33.3%
  • Share Portfolio · 33.3%
Maya
$751,50033.4%
  • Primary Residence · 33.4%
  • Superannuation · 33.4%
  • Share Portfolio · 33.4%
Unallocated$00%