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Estate Planning 

$149.00

Best for: Estate Planning while making a will; per wishes.

Ideal for: Documenting assets, Attachment to will / living will, Assigning beneficiaries.

Pre-Planning your estate assets and attaching an itemized listing of Personal Contents to your will, assists your executor(s) in distributing your estate accurately amongst your beneficiaries.    

 Document Features:

​ √ Total Value of Assets

 √ Total Number of Assets

 √ Beneficiary Name

 √ Search by Room 

 √ Edit / Print / Share

 √ PDF Hard Copy

 √ Asset List View

 √ Asset Gallery View 

Plan Benefits:

  • Room by Room 

  • Assign Beneficiaries

  • Record Known Values

  • Record Valuable Collections

  • Upload Photos & Videos

  • Unlimited Updates

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Flow Chart

   CHOOSE ROOM

CHOOSE ITEM

CHOOSE VIEW

 Why You Need It

Part of Estate Planning involves the transfer of someone’s assets upon death. With a will in place, it sets out the persons wishes for how his or her estate will be taken care of and distributed after death. The estate is distributed according to the directions in their will. Without a will and direction, the Succession Law Reform Act sets out how the estate is distributed.

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   YOUR DOCUMENT

Easy As:

1

Photograph

2

Inventory

3

Appraisal

Simple Tool Used By:

  • Wills            
  • Probate
  • Appraisers
  • Power of Attorney
  • Contents Inventory
  • Executors            
  • Estate Planners
  • Home Owners
  • Insurance
  • Divorce
Living room

The professional way to Appraise your Estate

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