Document first. Value it second. Decide last.

An inventory is the record the family uses to decide what must be protected, appraised, distributed, insured, sold, donated, stored, or moved. What are the ongoing quotes, estimates and limitations. The right level of detail depends on the property and the decisions ahead.

BUILD THE INVENTORY

• Start with a room-by-room record of major categories, conditions, and known concerns.

• Create item-level entries and estimates for valuables, collections, documents, contested items, and anything likely to require specialist review. be prepared for the market valuation to differ from your loved one’s.

• Capture photographs, location, identifying marks, provenance, receipts, prior appraisals, and current custody when available.

• Record every removal, transfer, shipment, sale, or donation so the chain of custody remains clear.

USE QUALIFIED VALUATION

Tax, insurance, equitable-distribution, charitable-gift, and sale decisions may require different valuation dates, standards, and credentials. The family’s attorney, tax adviser, insurer, or other professional should identify what is required before an appraiser is engaged. An insurance appraisal is generally not in line with what the market will pay for a given item.

HOW WE HELP

We define the inventory scope, coordinate photographic inventory and specialist access, organize records, compare appraiser logistics, and maintain the custody and decision log. We do not appraise property, determine value, or provide legal, tax, insurance, or financial advice, but we can help you track it all.