At AVI, we leverage digital technology throughout our estate planning services, from in-home inventory to secure client delivery in private online accounts. Our comprehensive approach includes specialized platforms for asset management and appraisal services, along with cutting-edge Matterport technology for optional 3D HomeScan services.
How AVI’s Estate Planning & Settlement Tools Work
Our Estate Planning and Settlement service uses our All-Inclusive package to provide inventory and appraisal work, and those results are loaded into our Estate Planning platform, enabling benefactors to allocate personal property assets securely. Benefactors can:
- Designate specific beneficiaries for each item
- Allow beneficiaries controlled access to select items themselves
- Maintain complete visibility of all beneficiary selections
- Adjust distributions to ensure equitable allocation
For clients choosing AVI 3D HomeScan, appraisals remain optional while still allowing benefactors to allocate possessions through their interactive 3D home recording.
AVI’s digital processes make asset distribution measurable, verifiable, and transparent, creating a revolutionary approach that genuinely works.
Benefits for Estate Planning Attorneys
Our digital platform replaces traditional manual methods of estimating values and resolving beneficiary disputes. When clients choose our USPAP¹-compliant appraisal process, they receive impartial and accurate valuations while significantly reducing “errors and omissions” liability for attorneys.
By empowering benefactors to plan distributions before death, we simplify the settlement process. Beneficiaries can participate appropriately in planning, and final wishes are clearly documented.
Appraise My Stuff: Professional Digital Valuation Services
Our online appraisal service, Appraise My Stuff, determines the value of various personal property items efficiently:
- Cost: $30 per item
- Delivery: Professional, IRS-approved, Certified appraisals within 72 hours
- Applications: Insurance documentation, estate settlement, or charitable giving
We appraise numerous categories including antiques, artwork, books, china, collectibles, crystal, firearms, furniture, musical instruments, silver, and memorabilia. (Note: Jewelry, coins, stamps, and collector cards require in-person appraisal.)
Available Appraisal Types:
- Replacement Value: For insurance coverage and documentation
- Opinion of Value: USPAP-compliant restricted appraisal reports for resale valuation
- Donation Value: IRS-approved fair market value appraisals for charitable giving
AVI 3D HomeScan: Comprehensive Visual Inventory
AVI 3D HomeScan offers an insurance-approved visual inventory solution for homes, churches, and commercial properties using advanced Matterport technology. This service:
- Creates a detailed digital record of your property and possessions
- Provides crucial documentation for insurance claims
- Records architectural features inside and out (weather permitting)
- Can be completed within hours
How It Works
A professional camera operator records your property, using image recognition software to produce an interactive 3D video that serves as a comprehensive visual inventory. This service is included in our All-Inclusive and Appraisal-Only packages, and available as an option with our Estate Planning package or as a standalone service.
Optional Appraisals
AVI 3D HomeScan allows for tagging specific items to order optional appraisals before or after potential claims. These insurance-approved appraisals help:
- Create or update valuable articles policies
- Document possessions for claim verification
- Allocate personal property to beneficiaries with accurate valuations
Streamlined Claims Process
In case of property loss, your AVI 3D HomeScan provides:
- Accurate documentation for insurance claims
- Ability to reconstruct your inventory after a total loss
- Support in building your claim without requiring a public adjuster
- Peace of mind through comprehensive visual documentation
Getting Started with AVI’s Digital Estate Planning
AVI is based in Florida, but we provide our services to clients nationwide. AVI is here to serve your inventory and appraisal needs, whether they are for insurance, estate planning, charitable giving purposes, or general peace of mind. To speak with one of our specialists and learn more, please fill out your contact information on this form, or call us at 800-335-0513.
(1) USPAP-compliance refers to the Uniform Standards of Professional Appraisal Practice that set performance and ethical standards for certified appraisers. These standards are designed to ensure that your valuations are developed in an unbiased manner to the highest standards in the appraisal industry.