Details: Current mortgage is $480k at 2.625%, $3,400 monthly payment. 

While it is possible to find the latter, keep a high guard up with your intuition to screen and pay attention to more details.  

I asked for the detailed statement month-by-month and found out exactly the same.

I did that for 5 years straight while picking up an occasional extra strictly rental property. 

I’d love to learn the details & how to write the proper terms & agreements on a contract to ensure mutual success & protection.

The key detail here is how the trust is structured and the specific circumstances surrounding the sale.In many cases, the type of trust (revocable vs. irrevocable) can influence the tax implications.

UI is great, dashboard is clean and I pay extra for the concierge service so they do my annual filings for me and I don't have to worry about it. 

You might utilize these extra cash for a down payment on a different house.Another good alternative is seller financing, which may be arranged directly with the seller and may entail a down payment and interest-bearing payments of the remaining amount over time.

Many times that looks to be a HUGE risk to try and net and extra $300-$500 PER MONTH against potential for bankruptcy.

The course is super detailed.