We SafeGuard your possessions and assets
Residential Inventory & Estates
If this was your house, and you couldn't prove to the insurance company .....
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Residential Inventory

  • Room by room detailing your possessions
  • Values of all possessions
  • Digital photos
  • Spreadsheet format for easy maintenance
  • CD ROM for storage

 (We currently do not appraise Real Estate)

Use for:

  • Insurance
  • Probate
  • Divorce

Business Asset Inventory

  • Business Collateral & Assets

Professional Appraisals

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Home & Business Inventory and Professional Appraisals
[General Personal Property]
Professional Appraisals may be performed on items such as:
  • Antiques & Fine Art
  • Paintings
  • Furniture
  • Collections, Memorabilia and more.

This ensures your proof of value for reasons such as;

  • Every day insurance protection
  • Estate Planning and Decedent Estates
  • Pre- and post- move inspections
  • Charitable donations [IRS]
  • Assets
  • Probate
  • Loan collateral & Bankruptcy
  • Divorce & Equitable distribution
  • Tort Damages,
  • Buy/sell and more.

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            Floods. Fire. Storms. Theft.  Disasters.
                     It takes seconds to lose a lifetime of memories.

Step 1.  Be Prepared and ProActive. Inventory your possessions in case of disaster

Step 2.  Have your Valuables Professionally Appraised 
(especially your scheduled items)

Step 3.  Contact your Insurance Broker to discuss your options

                  "Prevention is Pro-Active Protection"

Our Inventory Service includes:
     Initial Evaluation – a face-to-face meeting to assess your current state of preparedness, and discuss what you would like inventoried. In addition, we will discuss any specific appraisals you may want or need.

     Physical Inventory
– We perform a room-by-room detailed inventory and taking digital photographs of items as specified by you. The inventory will include a description, and other information necessary to properly classify each item. Upon completion of the physical inventory, we will list 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
– 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, (a back-up CD will be stored in a safe deposit box at a bank). 

Our Update Service includes:
     Annual Review and Inventory Update – 1 hour face-to-face consultation time to review and updating of your inventory lists for new additions and/or deletions as well as take digital photographs of the related item(s) if needed. Finally, we will provide a CD ROM that reflects the adjustments recorded.

     Secure backup and file storage
     Secure backup and file storage
– For clients that would like to have the added protection, we offer a CD storage capability, which houses the information and scanned in copies of your vital documents. We will store a back-up CD ROM in a bank safety deposit box. (Please note that the information will not be stored on a server or any device that is accessible via the internet).

* Client Requirement: The Home Owner must be present at the time of inventory to assist in assigning estimated values to selected items. 

Service Notes: The Inventory Service and Update Service do not include a “Professional Appraisal" of any item(s), unless otherwise stated. Values from an inventory are educated opinions only, unless otherwise stated.

Fees for Service

  • $650 - $2,500 depending on the size of the home. The average 2,500 sq ft home is about $750
  • Larger Homes and Estates - please call for an estimate
  • Video with comments - additional $75 - $200 (depending on size of home & time)
  • Discount Packages available - please call to discuss
  • Annual Update Service: $120 - $250. 1 hour face-to-face consultation time to review and update your inventory lists for new additions/or deletions and take digital photos of the related items. Finally, we will provide a CD ROM that reflects the adjustments recorded. Secure backup and file storage - For clients that would like to have the added protection, we offer a CD storage capability, which houses the information and scanned in copies of your vital documents. We will store a back-up CD ROM in a bank safety deposit box. (Please note that the information will not be stored on a server or any device that is accessible via the internet).

Fees may change without notice, however, we make every effort to inform you when discussing fees.