Financial/Estate Planning

A Home Inventory Service for Financial and Estate Planning 

Smart financial and estate planning begins with protecting and preserving what you own.

Your home contains a mix of family treasures, precious objects and household items that comprise daily living. These personal possessions hold not only a significant dollar value, but sentimental value, as well.

A comprehensive home inventory from the experts at TakeStock provides a basis for determining the value of your assets along with insurance scheduling and tax liability. A financial and estate planning home inventory service provides you with an extremely useful organizational tool for tracking your net worth.

Estate Planning

A death in the family is a highly-emotional event for most people. Having a 360° tour of the home and a visual list of its contents simplifies the handling of an estate, and reduces what can be immense pressure on remaining family members during that difficult time. For estate planning purposes, a home inventory provides an overall view and understanding of the physical estate, including bona fide heir assignment and basis of value/worth.

An existing, detailed inventory of assets for probate streamlines the process of inheritance and ensures that all items are accounted for and passed on according to your wishes. Within a TakeStock customer’s online portal, individual items can be identified, personalized and tagged according to how one prefers for them to be dispersed and/or assigned toward eliminating any potential future issues over inheritance. You can even create and attach a personal video to any item, further authenticating your wishes.

Additionally, by visually capturing your home and its contents at a moment in time, a TakeStock360° inventory provides hidden and unique value far beyond its obvious benefits. Many of us may find later that the house we grew up in no longer exists; it’s been replaced, or remodeled, or perhaps it’s located in another city or state than where you currently live. Now, future generations will be able to virtually walk through the family home in which they, their parents, or their grandparents grew up, forever.

This ability to virtually tour a home and view its contents remotely online also helps serve those family members who may not be able to physically travel to the home of an estate.

Preserve your legacy while helping to alleviate future burdens by creating a permanent and visual record of your family home, heirlooms, collectibles, personal treasures and other valuables.

Don’t wait until it’s too late. CYA, today!

Contact TakeStock, the personal property inventory experts, to schedule a free consultation.

Around Christmas time, my mother was thinking about the future. She wanted to ensure that the family’s heritage was passed down after her time. With TakeStock, Mom could see her “life of things” all in one place, and individually select each precious item she wished to donate or leave to one of her (nine!) grandchildren. She could even comment on a particular item’s history and importance—it’s amazing!” L. Lucia, Austin TX
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