Elevate Your Client Service.
Protect Their Legacy.
Whether you manage wealth, mitigate risk, or plan estates, our comprehensive inventories deliver clarity, compliance, and trust.
Trusted by Leading Firms and Advisors
When Documentation is Missing, Everything Slows Down.
Delays, disputes, and diminished payouts are common when assets aren’t clearly accounted for. Advisors are left navigating chaos—and clients pay the price.
Claims Are Delayed or Denied
Without complete documentation, insurers request follow-ups and verification—slowing the process by weeks or even months.
Clients Feel Vulnerable
Without a clear record of what was owned or its value, clients lose confidence—and the process becomes emotional and reactive.
You Get Pulled Into the Fire
Advisors often find themselves spending time chasing paperwork, managing expectations, or trying to piece together lost details.
What Your Clients Get With TakeStock
Designed for advisors, trusted by clients—our process delivers comprehensive, verifiable documentation to support better decisions and smoother outcomes.
- • Comprehensive Visual Inventory
Every asset is photographed and documented with room-by-room detail—building a verifiable foundation for underwriting, risk assessment, and estate planning. - • AI-Backed Valuation
Smart tools estimate fair-market values for contents, supporting more accurate policies, appraisals, and financial planning. - • Secure Client Access
Encrypted digital access makes documentation easy to update, export, or share—ensuring advisors and clients stay aligned and prepared. - • Insurer-Approved Reports
Deliver clean, professional reports—structured for underwriting, claims, or estate administration, and trusted by leading carriers.
Real Scenarios. Real Protection.
Burglary in Dallas – $70,000 Recovered
While Robert and his wife were away on vacation, their home was burglarized. Fortunately, they had completed a full inventory with TakeStock. They submitted detailed documentation immediately—and recovered the full $70,000 in damages without delays or disputes.
Premium Savings Without Risk
One homeowner used their inventory to reduce unnecessary coverage—saving 10% annually on their insurance premium. With accurate values and full documentation, they knew exactly what to keep covered, and how to right-size their policy without sacrificing protection.
No Pushback. Just Approval.
A recent client filed a claim using their TakeStock report. Because it included photos, AI-backed valuations, and item-level detail, the insurer didn’t question a thing. The adjuster called it “the most complete inventory package” they’d ever received—and the claim was approved in full.