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Quick note: these instructions are for the Intuit site. I could not find the download option on the Fidelity site. FWIW, I have an assigned rep.

Find a lawyer and fast. Hopefully, the language gives you broad decision making authority regarding the distribution of the assets and the language above seems like it does. I’ve handled executor duties before and would have been very comfortable giving up the house and taking an equal value...

A bit of a tangent…..: Does his wife/girlfriend and child live in the box with him? I saw that he lives in the home and thought it was interesting but then questioned whether or not his family was there. Living in a home like that is interesting until one starts to layer on complexities of...

A little off topic but what are your plans for what remains after you die? While I am not yet FIREd, if all goes to plan I should spend less than I can (per Firecalc and the like) and will leave the rest to the offspring and charities/schools. If my expenses are 1.5% of my total assets, I...

To be clear, I do not think $300K is a big lifestyle in your described situation. It’s only big if you do not make enough or have saved enough. I suspect most on this forum will die leaving far more to kids/charities/government than they expected. Most can probably spend more, including you...

Isn’t this case super simple? Yes, the math using any reasonable calculator and rule of thumb say you can walk away now and spend $300K. However, your comfort in doing so is a totally different question. The reality is, based on your posts, it seems that if “you” want to feel “comfortable”...