Service Descriptions
Home
Inventory:
Initial Evaluation – Provides a face-to-face meeting to assess your current
state of information preparedness, and discuss what you would like inventoried. In addition, we will discuss any specific
appraisals you may need.
Physical Inventory –
We perform a room-by-room detailed inventory and take digital photographs of items as specified by you, the home owner.
The inventory will include a description, and other information necessary to properly classify each item. Upon
completion of the physical inventory, we will annotate any warranty, appraisal, or related receipt information to the respective
item. In addition, a notation will be made if an item is on an insurance policy schedule and the value set by you, the owner.
Portfolio and Documentation – We
will provide you with a printed spreadsheet inventory and related pictures in a portfolio folder. You will also receive a
CD ROM with all of the inventory information and pictures.
Client Requirement: The Home Owner must be present at the
time of inventory for safety reasons and to assist in assigning their estimated value to the selected items.
Service Notes: The
Inventory Service and Update Service does not include a “Professional Appraisal" of any item(s).
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Personal Critical Document Worksheet:
Information Worksheet – A comprehensive worksheet identifies
300 critical areas of information that will help ensure that you have a comprehensive storage and retrieval system. Our
worksheet identifies a wide range of areas such as vital records (birth, marriage and death certificates), assets and investments,
insurances, medical, employment information and related benefits, union affiliations, mortgage deeds, military service, current
bills and financial obligations, pensions, and religious information. We provide you with the necessary data collection
forms as well as a personalized portfolio for keeping all your information.
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Professional Appraisals:
Professional Appraisals may be performed
on items that you deem “valuable”, such as Antiques, Heirlooms, Paintings, Furniture and other personal property.(Does
not include special items such as book, coin or other collections, Real Estate, automobiles, boats, airplanes, pets etc.)
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LifeLock New England:
Fraud Alerts
- We request the credit bureaus set fraud alerts
on your behalf.
Name Removal - We will request that your name be removed from pre-approved credit card and junk
mail lists and we keep making the requests as they expire.
Order Free Credit Reports - We order annual free credit reports on your
behalf from the major credit bureaus and they are sent directly to you.
Restoring Your Good Name - If your Identity is stolen while you are our client, we’re going to do whatever it takes to
recover your good name. If you need lawyers, we’re going to hire the best we can find. If you need investigators, accountants,
case managers, whatever, they are
yours. If you lose money as a result of the theft, we’re going to give it back to you. We will pay up to $1,000,000
to cure the failure or defect in our service, per client, per lifetime for all incidents in the aggregate, regardless of circumstance.
