Sources / Confidence

Evidence Appendix

Sources, confidence, assumptions, missing facts, professional-review flags, and future API placeholders.

Back to strategy

Diagnosis The strategy is only as useful as its facts, assumptions, and boundaries.

Keep source, confidence, missing facts, and review flags visible so people know what can be trusted, what needs checking, and what requires a professional.

Audio guide Evidence appendix summary 1:00. Short version of this module.

1:00

Transcript

The appendix keeps the strategy honest. It shows what came from the customer, what came from photos or public data placeholders, what needs a connector, what has low confidence, and what must be reviewed by a qualified person.

What to send next

Small inputs make this page more useful.

Current factsPhotos, rough costs, goals, authority questions, and what feels urgent.

The strategy improves when the next missing fact is visible.

Decision pointWhat you are trying to decide now.

Keith can revise the artifact around the decision you actually need to make.

Planning range Included in the preliminary strategy; deeper source review may use credits or a person check.

Better evidence helps avoid bad spending, bad offers, and repeated professional questions.

Optional deeper work Deepen evidence

Updated source table, confidence, and missing facts.

Credit action for source-heavy research

What Legacy does

Tracks customer facts, photo review, public data placeholders, marketplace data placeholders, records, and review flags.
Marks confidence and missing facts.
Routes consequential issues to the right person.

What you control

Confirm or correct assumptions.
Add better photos, records, invoices, and estimates.
Choose whether to share with a professional.

How this module gets better

01 Source

Identify where each number or recommendation came from.

02 Confidence

Separate rough estimates from reviewed facts.

03 Review

Send professional questions to the right person.

Sources, confidence, and missing review

Customer intake: Story, goals, rough facts, and photos. Medium

eBay-style data: Current/sold data placeholder for future item research. Needs connector

Property data: Public data/comp connector placeholder. Needs connector

Vehicle data: VIN/title/market connector placeholder. Needs connector

PA records: REV-1500 and professional-review packet. Professional

Boundary Use this as a starting point.

Evidence summaries are not professional conclusions. Use qualified review for legal, tax, valuation, lending, insurance, brokerage, and licensed-trade decisions.

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.