FREE Downsizing Software Features:
- Transparent and inclusive private, secure account allowing all parties access to the information
- Add photos and appraisals to items as needed, or start with tagging photos to create the list
- Organize and sort by room, category, value, distribution (who gets what?, sell, donate, keep, etc.)
- 100% online access, so parties do not have to be present to be fully involved and included
- Several blind, impartial methods of division are used that incorporate Emotional and Monetary valuations for the parties.
- Survey to assess the biggest concerns of the parties and tailoring the division to address those
- You may simply provide a link for your clients to use directly or you may serve as Administrator as part of the services you offer your clients
- Full Reporting by Categories, Heir Ownership, Move, Keep, Sell or Donate full reports
- Customize each family section with a photo or saying meaningful to the family
Make the results known at the time, or simply use it as a guide for your own estate planning and for guidance on what to bequeath, sell or give away.
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[pdf_attachment file=”1″ name=”Printable Estate Brochure”]