Estate & Trust Planning and Settlement
One of the best gifts you can give your heirs and beneficiaries is a professional, detailed inventory. It provides essential information for estate tax planning while also allowing you and your family to make thoughtful heir designations that can be recorded in your inventory portfolio. An objective, 3rd party inventory is a critical component for marshaling assets during estate settlement. Don't let your legacy become a bitter battle among family members. 
Divorce Settlement, Pre-nuptial Agreements,
Combined Living Agreements An objective third party inventory provides an impartial account of personal property to facilitate the division of assets in divorce settlements, and to establish accurate and fair pre-nuptial or combined living agreements. We work respectfully with all parties in a caring, professional, unbiased manner. |
Insurance Coverage and Claims Settlement
In the aftermath of devastating fires in San Diego, thousands of homes were lost. Sadly, many homeowners never fully recovered because they were unable to provide proof of ownership and value of their personal property required by their insurance company to settle the claim. An inventory provides the information you need to ensure you have sufficient insurance coverage and arms you with the powerful documentation required by your insurance company to fully recover from your losses. 
Theft Recovery & Prosecution Detailed documentation of your property provides key information for the recovery of lost or stolen property and the evidence needed to support legal prosecution. Enjoy peace of mind knowing your inventory will support insurance claims due to lost or stolen property. |
