Inventories of Residential & Commercial Spaces

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Estate Inventory Services from Seriatim – In this video, Sonya shares the importance of home and business inventory, and gives you a sneak peek at what a Seriatim Inventory looks like. Seriatim creates a comprehensive, digital, shareable, printable document from your home or office that includes comprehensive titles & descriptions, valuations (cross referenced iwth receipts, appraisals, and provenance of the items), and photographs and measurements. Seriatim is here to help you protect what you own, now and in the future.

Our service provides a comprehensive, digital, shareable, and printable inventory of everything you or your business owns—an invaluable resource for CPAs, financial planners, property insurance brokers, and family or estate attorneys. This meticulously organized document ensures accurate asset tracking and seamless collaboration across all professional stakeholders.

The service includes:

Two people sit together; one holds a laptop while the other points at the screen with a pen and holds a notebook, collaborating on making a life transition smooth and easy.

Digital Inventory

We create a detailed inventory of your valuables, complete with photographs, measurements, values, and destination assignments, providing you with the most refined asset management solution available.

A person takes a photo of a living room with a smartphone, focusing on a decorative side table and couch near a sunlit window, during the process of creating a full home inventory ahead of a transition

Photography & Dimensions

We meticulously digitally photograph all valuable items, including furniture, artwork, and other important assets, capturing every detail for accurate documentation. In addition, we measure each piece to ensure precise inventory management and facilitate seamless organization, whether for insurance, appraisal, or relocation purposes.

Three people sit at a table having a discussion. A laptop and papers are on the table, and two people listen while the third, a Wealth Management Consultant, speaks to them about their estate planning

Evaluation

We carefully cross-reference photographs with receipts and your own replacement-value assessments, ensuring that each item is accurately valued and properly documented. This thorough process helps create a comprehensive record of your assets, providing the most reliable basis for insurance, estate planning, and financial management. By combining photographic evidence with detailed receipts and your personal assessments, we ensure that every item is accounted for with precision and care.