Probate Inventory
A service to assist executors, family members and solicitors to record home contents for probate estate administration.
What is a Probate Inventory?
A Probate Inventory is an inspection that details the full contents of a property going through Probate and is conducted posthumous.
Probate homes can hold years worth of belongings and family heirlooms of both high sentimental and monetary value which quickly need to be identified to form part of the clients estate. This means you need someone with the time and resources to fully inspect the property and record items of value.
Whether it be receipts, bank statements, jewellery, wine, art, furniture collections or heirlooms, every item of contents builds a picture of your client's assets and needs to be recorded.
What is the purpose of a Probate Inventory?
The purpose of a Probate Inventory is to create a detailed record of the homes contents with the objective of:
- Uncovering items which may add value to the estate
- Locating missing documentation which may include passports, registry certificates (birth, marriage) and financial documentation
- Creating a detailed inventory for estate administration
- Finding information to assist with locating heirs and beneficiaries
Why Choose Legacy Inventory?
- Comprehensive Inventory Reports: Our detailed inventories capture every item, from valuable antiques to sentimental heirlooms.
- Expert Inspection: Our experienced team meticulously examines each property, ensuring no asset is overlooked.
- Timely and Efficient: We work efficiently to deliver your inventory report promptly, enabling you to expedite the probate process.
- Discreet and Secure: We handle your client's property with utmost care and confidentiality.
- Professional and Reliable: Our team of DBS-checked professionals adheres to strict quality standards.
Our Service:
- Detailed Property Inventory: We create a comprehensive inventory of all assets, including furniture, electronics, jewellery, artwork, and important documents.
- Confidential and Discreet: We maintain strict confidentiality throughout the process, ensuring the privacy of your clients.
- Expert Advice: Our team can provide guidance on potential asset values and recommend appropriate valuation services.
By entrusting your probate inventory needs to Legacy Inventory, you can save time, ensure accurate, detailed reports and facilitation a smooth probate process
Estate Inventory
A service to assist individuals who are going through the process of writing their Will and want a record of valuable assets, heirlooms and collections to add to their official Inventory of Estate.
What is an Estate Inventory?
An Estate Inventory is designed to help individuals who are in the process of writing their Will. This service is suitable for people of all ages and stages of life. We work with you to create a detailed record of assets including jewellery, family heirlooms, collections (e.g. wines, cars, instruments, artwork, collectors items and more) and anything else of value. We will document the contents of your home and will happily arrange to visit other locations to document your valuables.
What is the purpose of an Estate Inventory?
The purpose of an Estate Inventory is to be able to clearly identify assets in the case of your death, locate items which may add value to your estate and distribute items to heirs as stipulated in your will. This not only makes planning for your family's future more secure, it also significantly speeds up the administration process for your family and nominated solicitors. Your wants and wishes can then be honoured well in advance.
What Will I receive after an inventory inspection?
You will receive a comprehensive and detailed Inventory report that is dated, with time stamped photos and a clear list of contents. Any items that are potentially of high value will be highlighted in the report and identifying information will be recorded such as brand names, serial numbers and labels.
How long will it take?
We allocate 4 hours for each inspection (more time is allocated when necessary for larger projects) and work with you to photograph and list home contents. Our inspectors are thoroughly trained and will handle your items with care and attention. We may need to reposition or move items so they can be clearly photographed and inspected.
What are the benefits?
- Whether you are writing your Will, preparing to move to a Care Home or simply want to document valuables being passed down to beneficiaries once you pass on, an Estate Inventory will create a visual record of physical assets, making administration of your estate easier and faster when the time comes.
- Creating a record of assets now will reduce the likelihood of disputes later on.
- Store your Estate Inventory with your Will and create a solid record of assets for future dispersement.
Insurance Inventory
A service to assist individuals who want to create an accurate and detailed record of the contents of their home.
What is an Insurance Inventory?
An Estate Inventory is designed to ironclad your home contents insurance policy. We work with you to create a detailed record of home contents including jewellery, white goods, electronics, furniture, valuable collections (e.g. wines, cars, instruments, artwork, collectors items and more) and anything else of value. Our inspectors visit your home and use state of the art technology to create a photographic record of everything you own.
What is the purpose of an Insurance Inventory?
The purpose of an Insurance Inventory is to clearly record what you own so you have evidence in the case of theft, loss or damage. Our report gives you an added layer of security in knowing you have a detailed record of your possessions, should anything happen to them in the future.
What Will I receive after an inventory inspection?
You will receive a comprehensive and detailed Inventory report that is dated, with time stamped photos and a clear list of contents. Any items that are potentially of high value will be highlighted in the report and identifying information will be recorded such as receipts, brand names, serial numbers and labels.
How long will it take?
We allocate 4 hours for each inspection (more time is allocated when necessary for larger projects) and work with you to photograph and list home contents. Our inspectors are thoroughly trained and will handle your items with care and attention. We may need to reposition or move items so they can be clearly photographed and inspected.
What are the benefits?
- Evidence in the case of an insurance claim for loss, theft or damage
- Know exactly what you own so you can right-size your insurance policy
- Great for recording collections and irreplaceable items