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Estate Settlement Service

Service Detail

Estate Settlement

The liquidation of stocks, bonds, cash, and real estate during the estate settlement process can be complex. However, wealth managers and attorneys both agree that one of the most difficult and stressful issues that face wealthy individuals and families is the equitable distribution of valuable tangible personal property. The orderly distribution of valuable personal property can be emotionally charged and careful attention to the details is necessary as well.

It goes without saying that many times, while a benefactor's intentions may be clear, without a carefully thought out and documented plan and the proper tools needed to facilitate that plan, the intentions and outcome unfortunately can be very different. Sadly, this can lead to both a contentious and stressful environment within a family.

Asset Verification, Inc., an industry leader in providing affordable insurance to value solutions since 1989, now offers the same professional services for cataloging and calculating the fair market value of all tangible personal property as well. In addition to providing information to facilitate informed decisions, AVI clients will also receive Client Manager. This proprietary asset management tool helps facilitate the user in making their gifting intentions less disruptive and professionally documented. If desired, AVI can also prepare the 8283 Non-Cash Charitable Donation documents that assist the estate in liquidating personal property.

01

INVENTORY

AVI’s highly trained inventory specialists catalog the personal property contents of your residence room by room utilizing ObjectID.
02

AGGREGATE VALUATION

Using your AVI inventory, our specialists create an aggregate valuation of your property, using replacement cost comparable valuation.
03

APPRAISAL SERVICES

Our appraisal services group provides insurance approved USPAP compliant certified appraisals for all personal property for individual scheduling.
04

ASSET MANAGEMENT SYSTEMS

For situations that demand a more detailed accounting of assets, we offer a comprehensive asset management solution that enhances your inventory.
05

ANNUAL UPDATES

Personal property inventories can become outdated as individual items are bought or sold. AVI offers an optional annual update to keep you current.
06

SECURE DATA WAREHOUSING

All inventories are backed up and warehoused in AVI’s password-protected database, to assure that you're covered if your inventory is lost or destroyed.
AVI is a Preferred Service Provider for these insurance carriers