DARVY — Inheritance Intake

Moment 1

Inheritance

Before distributions happen. The baseline surfaces what's actually there AND what the relational reality is. Without it, distributions from assumptions. With it, from shared truth.

Section 1 of 8

Property & Situation

Address and situation details shape everything. Focus on what only you know.

Field types: AUTO DARVY researches VERIFY Confirm from records REQUIRED Only you know

Full property address REQUIRED

Street number, name, city, state, zip

Trust, estate, or case name REQUIRED

e.g., Okafor-Brennan Trust

Date of death REQUIRED

Your role REQUIRED

Property type AUTO

DARVY will determine…

Occupancy status REQUIRED

Who is occupying and under what arrangement?

Title/estate issues known? REQUIRED

Unpermitted work, code violations, liens, easements?

Section 2 of 8

Financial Picture

All carried debt, carrying costs, income. Leave unknowns blank—DARVY will research.

Known debt against property VERIFY

Mortgage balance, liens, reverse mortgage? List all.

Monthly carrying costs VERIFY

Property tax, insurance, HOA, utilities estimate

Income (if any) VERIFY

Rental income, lease terms

Reverse mortgage present? REQUIRED

Important: If reverse mortgage exists, the balance is DUE at death. Recorded loan amount ≠ actual balance. We need servicer statement.

Section 3 of 8

Tax Reality

Basis, stepped-up value, capital gains implications.

Year property acquired REQUIRED

Original purchase price VERIFY

Cost basis assumptions REQUIRED

What was cost basis understood to be? Any recent valuations?

Significant capital improvements? VERIFY

Major renovations, additions, systems replacements

Section 4 of 8

Parties & Positions

Beneficiaries, heirs, trustees, and relational truth.

Beneficiaries / heirs REQUIRED

Names, relationships, where they align or conflict

Trustee / executor REQUIRED

Known relational issues? REQUIRED

Buried disagreements, family conflict, competing claims?

Section 5 of 8

Condition & Systems

What repairs/maintenance are known or obvious?

Deferred maintenance known? REQUIRED

Roof, foundation, HVAC, plumbing, electrical, etc.

Unpermitted or code issues? REQUIRED

Additions, renovations, converted spaces without permits

Occupancy/habitability REQUIRED

Section 6 of 8

Photos & Condition

Visual documentation (optional but helpful).

Photo URLs or file paths

Exterior, interior, condition issues. Paste URLs or describe.

Section 7 of 8

Deadlines & Flags

What's time-sensitive or problematic?

Administration/probate timeline REQUIRED

When did person die? When does administration close?

Immediate pressure to sell/distribute? REQUIRED

Red flags or problem areas REQUIRED

Will contest risk, title issues, family dispute, financial strain?

Section 8 of 8

Professional Context

Who's advising, and what are they trying to accomplish?

Your name REQUIRED

Your firm/organization REQUIRED

Your email REQUIRED

What are you trying to accomplish? REQUIRED

Structure the estate plan? Advise beneficiaries? Defend against contest?

About your baseline: We'll research the property picture and surface what's actually there—flags, corrections, clarity. You'll receive a complete brief with legal, financial, tax, physical, market, and relational analysis.