Family Transitions Estate and Asset Services     





Family Transitions Estate and Asset Services


ASSET DOCUMENTATION

Good documentation of your assets is needed for several reasons:
  • Estate Settlement or Estate Planning
  • Insurance claims
  • Joining of two household assets in marriage
  • Splitting of assets in divorce
  • Planning a move
  • Documenting valuable collections
We will prepare an inventory of the contents of your house for your specific need.

Depending on the level of detail required, we capture such information as:
  • High-resolution digital photograph of the item and details including, backside, maker's mark, receipt, evaluations, related historical papers
  • Description
  • Location
  • Serial Number
  • Purchase price, appraised value, replacement cost
  • History
  • Purchase Date
  • Designated beneficiary
  • ... And other items of information as required


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