Wealth Management Solutions

Catchy heading here

Many estate items hold monetary value for heirs, but also emotional and sentimental value. Our technology helps ease the burden on estate executors during the distribution of personal property, avoiding conflict, expense (and even litigation).

(Make this a better paragraph)

Client Protection Asset Valuation Living Trusts Executor Tools

Click here to add your own text

Our digital inventory management system helps executors expedite the asset valuation process of an estate.

A TakeStock inventory aides in the proper transfer of tangible personal property into a client’s Living Trust thus ensuring all items are identified and valued correctly.

Interactive online tools allow heirs to privately view, select and claim assets for which a benefactor’s intentions were not expressed or documented.