Keith / Estate Math

Money Strategy

How cash, vehicle value, belongings, mortgage, carry, and possible house value can fund the next better decision.

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Diagnosis The estate has a bridge, but delay and bad sequencing can consume it.

Use the easiest liquid assets to buy clarity: protect the house, clear enough space to price it, organize records, and prove value before large spending or a low sale.

Audio guide Money plan summary 1:20. Short version of this module.

1:20

Transcript

The money plan connects cash, car value, mortgage, monthly carry, offers, belongings, and possible house value. The goal is to use the estate's own assets to reach a better decision point without spending blindly.

What to send next

Small inputs make this page more useful.

Rough numbersCash, mortgage, taxes, utilities, insurance, offer, car estimate, urgent bills, and monthly carry.

Keith uses these to model runway, delay cost, and whether assets can fund the next decision point.

GoalSpeed, preserve value, keep the home, rent, sell, or avoid personal spending.

The money strategy should fit the actual family constraint, not a generic highest-dollar path.

Planning range Free first strategy; credits for revisions or deeper math.

$8K vehicle plus about $2K saleable items may fund much of the first cleanout/storage phase.

Optional deeper work Revise estate math

Updated net estimate, assumptions, and decision path.

Small credit action after the free strategy

What Legacy does

Models cash, carry, offer, mortgage, vehicle, belongings, and house paths.
Shows what waiting may cost.
Flags where attorney, CPA, lender, appraiser, realtor, or contractor review is needed.

What you control

Approve assumptions and goals.
Decide whether to preserve cash, sell the car, or ask for review.
Choose fast sale, clear/list, rent-ready, market-ready, or restomod.

How this module gets better

01 Add rough numbers

Cash, car, mortgage, offer, taxes, utilities, insurance, and monthly carry.

02 Compare paths

Fast sale, clear/list, rent-ready, market-ready, preserve/restomod.

03 Update the strategy

Estate net changes as facts, photos, costs, and goals improve.

Sources, confidence, and missing review

Customer facts: $45K cash, $8K car, $26K mortgage, $1.25K/mo carry. Medium

Property value: Public data, comps, appraisal, and professional review needed. Needs review

Tax/legal: Records only; professional review required. Professional

Boundary Use this as a starting point.

Legacy does not provide investment, tax, legal, lending, appraisal, insurance, or brokerage advice.

GuideHow the first strategy works. What Legacy can doHouse, belongings, cleaning, records, and people. PA recordsProbate and REV-1500 readiness. Our storyWhy this process exists.

Continue Return to the preliminary strategy.