Help Center

After signing in, if you don't have a plan yet you'll see the Welcome page. Click "Create Your Own Plan" to create your first plan. Give it a name (for example, "Smith Family Legacy") and an optional description. Once created, you can start adding items and building your Heritage right away.

The app has three modes. Legacy is for heirlooms and item stories (Items, Gallery, Plan). Heritage is for people, families, and your family tree. Disposition is for distributing items to family (selection, bidding, awards). Use the Legacy / Heritage / Disposition switch in the navigation Menu to move between them. Your choice is remembered for next time.

In Legacy mode, open Items from the menu and click "Add Item". Enter the item name and choose a category for your plan. You can add a description, photo, estimated value, and video story. Click "Add Item" when you're done. You can also use "Quick Capture" from the Items page to add an item quickly with a photo (take one or choose an existing picture).

Switch to Heritage in the navigation (or open Heritage from the hub). Start with People: add ancestors and relatives, then open a person's profile to add life events, stories, and media. Next, create Families to link couples and children. Use Tree to see a pedigree-style view of your families.

Open Plan from the menu, then go to "Manage Invitations" or "Create Invitation". Enter the family member's email and choose a role (Viewer, Contributor, or Admin). Click "Create Invitation". You can send them the link by email (if your plan uses that) or copy the invitation link to share. They sign in or sign up and accept the invitation to join. Contributors can help with items and Heritage; Viewers can browse but not edit.

Open Menu and choose Disposition, then Console. You can also open Disposition from the Plan page. Only a plan owner or admin can run the process.

Mark at least one person as a participant before you open selection. You can mark someone before they have a login, but they cannot mark items or bid until they join the plan. Give each participant a credit budget: a whole number of zero or more. You can change those budgets until disposition is closed.

Move forward one phase at a time: Not started, then Selection, then Bidding, then Closed. You cannot skip a phase or go back. During selection, review who wants each item and the reason they gave. During bidding, review each person's credits and reasons. Credits are advisory. You choose the recipient. You may award an item to any person in the plan, including someone who bid zero or who was not the highest bidder.

You can also set an outcome without using a bid: Designated or Given to family (you must choose a person), Listed for sale, Sold (optional sale amount), or Donated. Close disposition when nothing is left in the open pool. If items are still open, check "Close even with leftovers" before you close. After close, credit budgets and bids stay frozen.

You can take part only if the owner or admin marked you as a participant and you have joined the plan with your own login. Open Menu, choose Disposition, then Selection or Bidding for the phase that is open.

During selection, mark the items you want and add an optional reason. That does not spend credits. Clear a mark if you change your mind.

During bidding, you see your credit budget, how many credits you have allocated, and how many remain. Enter a whole number of credits on each item, add an optional reason, and save. The total of your saved bids cannot be higher than your budget. Saving zero credits clears that bid. The owner still decides who receives each item. Your credits show what you prefer; they do not automatically win.

If that phase is not open, the page says so. If you were not marked as a participant, you will see a message and a link back to Plan. You see only your own bids. The owner and admins see every bid.

Disposition is not turned on for a plan until it is enabled. Until then, the Disposition pages explain the process and keep selection, bidding, and awards closed. Enabling it is part of the Estate plan.

Disposition is the distribution process. It is separate from "Designate This Item" on an item, which records who an item is intended for ahead of time. An item that already has that designation stays out of selection and bidding until the designation is cleared.

Phases move only forward: not started, selection, bidding, then closed. Selection cannot open until at least one participant is marked. While selection is open, an item becomes Wanted when at least one participant marks it. If every mark is cleared, it returns to Undesignated. Opening bidding moves items still in the open pool to Bidding.

Items already given to family, sold, or donated stay out of the pool. So do items that are already awarded, designated, or listed for sale. Each participant has one active interest or bid per item. During selection that record uses zero credits. During bidding, the sum of a participant's active bids must stay within their credit budget.

Awarding an item marks it Awarded, records the chosen person, and closes the other bids on that item. Setting an outcome (designated, given to family, listed for sale, sold, or donated) also closes those bids. The app does not collect payment. Sold and donated only record what happened outside the app. Closing freezes further bids and status changes. Disposition is not a legal will.

When adding or editing an item, use the "Video Story" or "Update Video" section to upload a short video. You can record on your phone or computer. Videos help your family hear the story in your own words. Maximum size is 200MB.

If you're a plan Admin or Owner, open an item (click it, then edit) and scroll to "Designate This Item". Choose a family member from the list and add an optional reason. This shows who the item is intended for without changing ownership now.

In Heritage mode, open People and click Add. Enter their name and details (birth, death if applicable, bio). Mark someone as Living when they are still alive—that hides death fields. After saving, open their profile to add a timeline of life events, stories, photos, and other media.

On a person's profile, use the Timeline tab to add life events (with dates or years) and the Stories tab to write longer memories. Expand an event or story to attach photos, audio, or documents that belong to that entry.

Upload photos, audio, or documents from a person's Media tab, from an expanded life event or story, or on a family's detail page. Media is attached to that specific person, event, story, or family. On a person's Media tab, you can set a photo as their profile photo.

In Heritage mode, open Families and add a family unit. Then add people as members with roles such as spouse/partner or child. You can also add someone to a family from their person profile. Admins and Owners can remove members when needed.

In Heritage mode, open Tree. Choose a root person and how many generations to show to explore couples and children in a pedigree-style view. Keep adding people and families so the tree stays complete.

On the Plan page you can see everyone in your plan and their roles. As a plan Admin or Owner you can send new invitations (Manage Invitations, Create Invitation). Viewers can browse items and Heritage. Contributors can add and edit items and Heritage records. Admins and Owners can manage the plan, designations, and remove Heritage records when needed.

If you belong to more than one plan (for example, your family and your spouse's), go to Profile. Under "Plan Participation List", click the plan you want to switch to. Your choice is saved for next time.

From the Items page, use "Quick Capture" to add an item quickly: take a photo or choose an existing picture, enter a name and optional category and value, then save. Great for capturing items on the go.

Videos must be under 200MB. If upload fails, try a shorter clip or compress the video. Supported formats include MP4 and other common video types. If you still have trouble, try a different browser or device.

Quick Capture needs permission to use your device's camera. If the camera view doesn't appear or you see "Camera access denied," your browser may be blocking access. Allow this site to use the camera: in Chrome, tap the lock or info icon in the address bar → Site settings → Camera → Allow; in Safari (iPhone), go to Settings → Safari → Camera and set to Allow, or use the per-site option if shown. If you previously chose "Block" or "Don't Allow," you must change it to Allow in the browser or device settings—the site cannot ask again until you do. You can still add a photo using "Choose photo" to pick an image from your device.

On the Sign In page, click "Forgot password?" Enter your email and we'll send a reset link. Check your inbox (and spam folder). The link takes you to a page to set a new password. If the link expired, request a new one from the Sign In page.

Invitation links are valid for a limited time. If the link doesn't open or says it expired, ask a plan Admin or Owner to send a new invitation from Plan → "Manage Invitations" or "Create Invitation". Sign in or sign up with the same email they invited.

Confirm you're logged in and have selected the correct plan in Profile (Plan Participation List). If you were invited, accept the invitation from the link first. Switch to Legacy for Items or Heritage for People, Families, and Tree. Viewers can see content but cannot add or edit; only Contributors, Admins, and Owners can create or change records. If lists are empty, the plan may not have items or Heritage data yet.