Estate Management – “Begins and ends with an inventory!”
TakeStock’s technology helps Estate and Probate professionals ease the burden on executors and family members related to the identification, valuation and distribution of tangible personal property in an estate.
Identify Tangible Assets
What is in the house in Dallas? Tahoe? Paris?
Valuation of Assets
For trusts and gifting purposes
Assignment to Heirs
Who gets Nana’s Reed & Barton silver tea set?
To file with the courts
Appraisal of Assets
For use with Will and/or Taxes
Distribution of Assets
To heirs or through selling