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Estate Distribution Planner

Model proceeds, expenses, retained funds, and a current distribution tranche.

This is a planning scenario, not a legal determination of beneficiary entitlement or trust requirements. Some assets or funds may remain in an estate or trust for later expenses or distributions.

Scenario sources

Assets and expected proceeds

Maple primary residencereal estateRecorded $642,000Scenario proceeds

Household checkingbankingRecorded $12,840Scenario proceeds

Joint investment accountinvestmentRecorded $92,500Scenario proceeds

Family vehiclevehicleRecorded $28,600Scenario proceeds

Family watchother assetRecorded $7,600Scenario proceeds

Family watch (Estate Inventory)estate inventoryRecorded $7,600Scenario proceeds

Maple Studio interestother assetValue unknownScenario proceeds

Deductions

Expenses and reserves

Liabilities includedSelling / transaction costsEstate administration expensesProfessional feesTax reserve enteredOther expensesExpense reserve

Distribution tranche

Current distribution

Plan one active distribution now while keeping the model ready for later phases.

CalculationDistribute now%

100% of this distribution

How should this distribution be allocated?

Avery Maple%Riley Maple%Taylor Stone%Sam River%