Estate Management - takestockinventory

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.

Estate Planning
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?

Probate
Inventory Assets
To file with the courts
Appraisal of Assets
For use with Will and/or Taxes
Distribution of Assets
To heirs or through selling

Let technology make estate inventory management easy

Virtual reality combined with high definition photography creates an affordable, robust, and customizable tool that takes home inventories to a whole new level.

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Private and secure access anywhere

Manage personal property easily and securely anywhere, anytime. And when needed, heirs can access an inventory of estate assets regardless of where they are in the world.

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Assigning values to items as simple as 1, 2, 3

Identify the items in the inventory you wish to appraise.
Give limited online access to allow professionals to view, appraise and update item values.
Use customized reports to monitor and manage estate values across multiple properties.

The most advanced tools for Executors/Advisors in the industry

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