Situations

Find your situation

Choose the inherited-home situation closest to yours, then start with Rachel and build the first estate strategy.

Talk to Keith See Keith's Strategy

1 Starting point

9 Common paths

Free First strategy

Inherited-home worksheet with calculator, tags, tape measure, boxes, and house keys — You do not have to choose perfectly. Pick the closest problem and start there.

Start with the problem you actually have

Most families do not need to understand every service. They need to name what is blocking the next step.

Out of townI cannot be at the house every week.

Local eyes, access, providers, photos, and records.

BelongingsThe house is full.

Keep, sell, store, donate, discard, ship, return, or research.

Low offerI got an as-is offer.

Compare speed, cost, risk, and possible value before saying yes.

ProtectBills or property risk cannot wait.

Grass, utilities, insurance, mortgage, taxes, access, leaks, vacancy.

Hard houseSmoke, hoarding, odor, or deferred maintenance.

Safety, cleanup, value context, and realistic recovery planning.

SortingI need a calm person and a system.

One room, one category, one decision at a time.

Only decision makerEveryone is looking to me.

Authority may be simpler, but the work still needs a process.

Plan aheadI want to make this easier for my children.

Home, belongings, wishes, contacts, and activation notes.

Professional partnerMy client needs house-side records.

Scopes, photos, item logs, provider notes, and clean handoffs.

Not sure which one fits?

Talk to Keith anyway. The first strategy will sort the situation into the right areas: Protect, Estate Math, Belongings, Real Estate, Timeline, and Report.

First safe step

Tell Keith what happened in one sentence.

No perfect records. No pressure. The first strategy starts with rough facts and photos.

Continue Legacy Strategy