Estate Settlement
Streamlining Estate Settlements Through Verified Asset Documentation
Estate settlement is complex—especially when there’s no record of what’s owned, what it’s worth, or where it’s located. Asset Verification, Inc. (AVI) brings over two decades of specialized experience to simplify this process. With our certified inventory and appraisal services, estate attorneys and benefactors gain tools that eliminate disputes, reduce delays, and ensure accurate reporting.
Whether settling a large estate or planning ahead, AVI provides both complete documentation and the infrastructure to manage equitable distribution. All reports are generated in full compliance with USPAP and IRS guidelines, and they are formatted to meet insurance carrier requirements.
With clients in over 30 countries and more than $5 billion in assets appraised, Asset Verification, Inc. (AVI) is a trusted ally for legal, financial, and estate planning professionals worldwide.
Tools That Make Estate Planning Measurable, Fair, and Verifiable
- Inventory and Appraisal Services
AVI’s All-Inclusive package delivers a full estate catalog: itemized, photographed, and appraised to certified standards. Using 3D HomeScan technology powered by Matterport, every room, and every object is visually documented. Metadata, including dimensions, condition, location, and market value, is attached to each item.
We also offer Appraisal-Only packages to accommodate estates at different stages of planning or settlement. All data is stored in our secure, encrypted Web Vault and is accessible to authorized parties only.
- Interactive Asset Allocation
Once documented, items are uploaded to our proprietary Estate Planning & Settlement platform. Benefactors can assign specific items to beneficiaries directly. Alternatively, beneficiaries may view and select items through a secure portal—with visibility settings that let the benefactor control the distribution process discreetly and efficiently.
For clients who need a faster and more cost-effective solution, our 3D HomeScan service enables tagging and visual allocation of items without formal appraisals. This creates a practical record that’s ideal for estates with high sentimental value or moderate financial complexity.
Solving the Most Common Estate Disputes Before They Begin
- A Preventative Approach for Attorneys
Estate planning attorneys often face significant challenges: asset disputes among heirs, delays due to incomplete inventories, and liabilities tied to unverified valuations. AVI’s process removes the guesswork. Every asset is accounted for. Every value is substantiated. And every decision is documented.
When attorneys recommend Asset Verification, Inc. (AVI) during the planning phase, the settlement process becomes significantly more orderly. Assets are divided based on verified data, reducing emotional conflict and legal risk.
- A Strategic Tool for Benefactors
With Asset Verification, Inc. (AVI), benefactors maintain control over how their legacy is handled. They can preview choices made by their heirs, adjust allocations, and ensure sentimental or high-value pieces are treated with intention. This proactive approach avoids ambiguity and strengthens family relationships during transitions.
All documentation can be updated over time, with annual service plans available to keep records aligned with asset appreciation, sales, or acquisitions.
Confidential, Compliant, and Carrier-Preferred
- USPAP & IRS Compliant: Fully acceptable for insurance claims, tax filings, and charitable donation deductions.
- Cyber Insurance Coverage: Includes protection for digital data breaches.
- Encrypted Access: Only authorized users can access the Web Vault and distribution platform.
- No Data Sharing: Client information is never sold or shared.
Proven ROI
With 70% of U.S. homes underinsured and fewer than 1% maintaining a current property inventory, the cost of our All-Inclusive service—typically under 1% of total asset value—can prevent substantial financial and emotional loss. For churches and nonprofits, scanning costs are even lower, averaging under 0.2%.We Build Strong Appraisals That Hold Up in Court
Let Asset Verification, Inc help you put real value where it counts. Our appraisal services in USA, give your case the power of facts, backed by proven market data and clear methods—always ready for court.