We create comprehensive, digitized records of your belongings, including descriptions, photographs, valuations, and locations, formatted to meet the requirements of insurers, estate attorneys, and financial advisors. Our team also coordinates appraisals for fine art, furniture, collectibles, and wine, and schedules annual reviews to keep your inventory current. This service is for homeowners, estate planners, and anyone with significant assets who needs an accurate, professionally maintained record of what they own.

Why a Home Inventory Matters

A detailed home inventory is essential for insurance, estate planning and everyday organization. Our home inventory services document what you own, where it is and what it is worth so you can assign value for insurance and decide what to keep or donate. A complete inventory also supports your ability to reorganize household systems, improve time management and reduce stress. Because compiling a home inventory can be time‑consuming and overwhelming, our professional organizers handle the process for you.

Our Home Inventory ProcessA man with a clipboard taking inventory of packed home goods

  • Complimentary Consultation. We discuss what you own, what matters most, and what you need your inventory to accomplish, whether that is insurance documentation, estate planning, asset management, or all of the above.
  • Room-by-Room Documentation. We move through your home systematically, photographing, measuring, and creating detailed descriptions of each item including purchase dates, estimated values, and locations. Art, furniture, wine, clothing, collectibles, and memorabilia are all covered.
  • Valuation and Appraisal Coordination. For high-value items requiring formal appraisals, we coordinate with reputable professionals who meet the requirements of your insurer or estate attorney.
  • Digitization and Secure Storage. All inventory data is uploaded into a secure digital database accessible from any location at any time. Your records are organized, searchable, and formatted to meet insurer and legal requirements.
  • Analysis and Recommendations. We review the inventory with you, identifying items that may need additional coverage, items earmarked for donation or sale, and opportunities to improve the organization and placement of your belongings.
  • Annual Review and Update. We schedule a yearly review to add new acquisitions, remove items you no longer own, and ensure your appraisals and insurance information remain aligned with your current holdings.

Organize, Protect and Update

While the process above outlines the steps we take to create and maintain a professional inventory, clients often ask for more detail about what can be inventoried and how we safeguard their valuables. To address these questions we break our service into three pillars, Organize, Protect and Update, each focused on your unique needs:

  • Organize: We catalogue everything that matters to you, including finances, personal and professional contacts, home furnishings, collections, wine, art, clothing, mementoes and the contents of primary and secondary homes. If you own it and it’s important, we’ll help document it. Our team assists with the identification and management of your assets, then photographs, measures and categorizes each item. All data are digitized so your inventories are accessible virtually from any location, at any time.
  • Protect: Part of organizing your assets is ensuring they are accurately valued and protected. We partner with reputable professionals for appraisals of fine art, home furnishings and collectibles, a vital step in the moving process. We also work with insurance companies to ensure your inventories are formatted to meet their requirements, so claims and coverage are handled smoothly.
  • Update: Your life evolves, and so should your inventory. We schedule annual reviews to delete items you no longer own and add new acquisitions. This routine ensures that your inventory remains current and that both appraisals and insurance information stay aligned with your real holdings.

Benefits of Our Inventory Services

Our inventory service extends beyond documentation into full asset protection and management. We coordinate formal appraisals for fine art, furniture, jewelry, wine, and collectibles through a network of reputable professionals, work directly with your insurance provider to ensure inventory formatting meets their requirements, and liaise with estate attorneys and financial advisors where the inventory supports legal or planning purposes. For clients undergoing a move, renovation, or estate transition, we integrate the inventory process seamlessly with those engagements so asset records are current at every stage. Our services also include:

  • Provides documentation for insurance claims, wills, trusts and asset distribution.
  • Simplifies moving, downsizing and decluttering decisions.
  • Ensures your valuables are protected and accounted for.
  • Offers peace of mind with secure digital access from anywhere.
  • Saves you time by letting us handle the paperwork and coordination.

What We Document:

  • Fine art and wall-mounted pieces
  • Home furnishings and furniture throughout all rooms
  • Jewelry and accessories
  • Collectibles and antiques
  • Wine cellars and wine collections
  • Clothing and wardrobe items
  • Electronics and home technology
  • Memorabilia and sentimental items
  • Contents of primary and secondary homes
  • Storage units and off-site holdings
  • Garages, basements, and attics

Protect your assets and gain clarity. Schedule your home inventory service today.