Use when the first offer may be a floor and the estate has enough runway to protect, clear, price, and review before deciding. Open report
UX research
Estate Report Scenario Examples
Internal examples showing how the Preliminary Estate Strategy should adapt across six common estate scenarios.
6
Scenario types
10 min
Intake target
Draft
Strategy logic
Why These Scenarios Matter
The Preliminary Estate Strategy should not always sound like Keith's hidden-equity story. A real customer may have a house with upside, no cash, a family fight over belongings, a risky estate, a preservation goal, or a situation where a fast sale is honestly safest.
The first screen should adapt to the estate. It should tell the customer what appears to be happening, what to do first, what not to do yet, what Legacy could help with, and what still needs review.
Design rule
Do not show every scenario as equal choices. Show the best preliminary verdict, then let Keith explain or revise it through the chat companion.
Scenario Set
Pause before accepting the low offer.
Protect -> Clear -> Price -> Review.
Keith first, Rachel for belongings, Mike after the house can be seen.
Use when property value may exist but estate liquidity is short and personal funds are at risk. Open report
Do not spend personal money blindly.
Stabilize -> Check authority/debts -> Find bridge -> Choose path.
Keith money-first; person check before large spending.
Use when family items, clutter, grief, storage, sale/disposal questions, or siblings prevent the house from moving. Open report
The belongings are the bottleneck.
Photograph -> Tag -> Route -> Clear work zones.
Rachel first, with Keith updating the estate math.
Use when debts, liens, authority, condition, repairs, code, or low value may make spending unsafe. Open report
Pause major spending until risks are reviewed.
Secure -> Gather records -> Professional review -> Minimal path.
Keith and records prep; Rodlena or other professionals for review.
Use when the customer wants to preserve the family home, create rental income, or keep the property for retirement. Open report
Keeping the house may be possible, but the market ceiling matters.
Protect -> Clear -> Concept -> Price with Mike.
Mike for ROI/property plan, Keith for funding, Rachel if belongings block work.
Use when speed, safety, low runway, authority uncertainty, poor condition, or family exhaustion make upside less important. Open report
A fast sale may be the right answer if speed and safety matter most.
Verify -> Compare -> Records -> Fast exit.
Keith for offer comparison; records review before sale decisions.
What Every Scenario Needs
A plain-English label that matches the estate: hidden equity, cash poor, belongings blocked, high risk, preserve path, or fast sale.
Value, liquidity, burn, and risk/upside. The exact numbers change by scenario.
One sequence, not a wall of choices. Keith can revise if the customer wants a different goal.
What needs Legacy, a provider, attorney, CPA, appraiser, realtor, lender, insurer, or licensed contractor before it becomes real.
Working Source
project-docs/ux-research/reports/2026-07-13-estate-report-scenario-examples.md
This working document contains the fuller scenario examples: intake data, first-screen copy, Legacy service fit, Ask companion prompts, and QA mapping.
Next Product Move
Add these examples to the strategy data as first-class report variants. The default public example can remain hidden equity, but the UI should prove that a real customer gets the scenario that matches their facts.