What we offer.

• Home Inventory
• Professional Appraisals (General Personal Property)
• Concierge Services
• Coordination and Management of third party professionals
• Estate Planning Preparation Assistance
• Estate Settlement Assistance
• Personal Critical Document Inventory
• Identity Theft Prevention & Protection
• Background Checks

 There are many details that need attention in times of grief and mourning. We can help minimize your burdens.
Placing your trust in us ensures your Heritage.

Service Details:

       v  Home Inventory

·        We use a simple and effective inventory system that is recognized throughout the insurance industry.

v  Professional Appraisals

·        General personal property such as; antiques, fine art, paintings, collections, memorabilia and complete estates. Strict adherance to guidelines set by USPAP (the same Federal guidelines used by Real Estate appraisers).

·        Attorneys utilize our services for all matters related to the planning and settlement stages of estates and divorces.

v  Concierge Services

·        Everything from caregiving to home sitting. Like a hotel concierge, we cater to your needs.

v  Estate Planning Preparation Assistance

·        Preparing for aspects of the unknown in your life, and the lives of your loved ones. Sharing that information with loved ones helps in case of incapacitation or death.

v  Estate Settlement Assistance

·        Executors and Attorneys don’t have the inclination or the time to deal with the many details that come up, such as: coordinating tradesmen, arranging a house inspection, staging, distribution of property, cleanup, moving and details that need your attention.

·        Disposal/Donation/Sale/Consignment of assets such as: household furnishings, valuables, collections, cars, clothing.

v  Personal Critical Document Inventory

·        Knowing where they all are and sharing that information with loved ones helps in case of emergencies.

v  Identity Theft Prevention & Protection

·        Through LifeLock® we help prevent ID theft before it happens, and should anything slip through, a $1m guarantee. We offer special discounts for you.

v  Background checks

·        We access the largest criminal database in the country (next to Homeland Security), for: SSN verification, sex offenders, driver licenses.

·        Hiring someone? A background check of caregivers, nurses, household staff will provide peace of mind. Most are emailed within minutes of your request.