My Property Vault, LLC

Help Your Clients Maximize Their Estate Valuation,
Tax Returns, and Insurance Claims

MY PROPERTY VAULT™ PROVIDES PROFESSIONAL HOME INVENTORY SERVICES
THAT HELP YOUR CLIENTS GET A FULL PICTURE OF THEIR PROPERTY AND ASSETS
Getting your Estate Planning clients to document their personal property before their death is hard enough, and even harder once they’ve passed. My Property Vault™ delivers a full-service, comprehensive inventory portfolio for your clients, giving them an accurate record and valuation of their belongings. At the same time we maximize their tax returns and insurance claims. We can also give your clients the ability to pre-assign items to specific beneficiaries speeding up the Estate settlement process. Benefits to your Estate Planning Clients
  • Asset Planning: A home inventory helps estate planners better understand the assets and valuables that their clients possess, which can help with effective asset planning and distribution.
  • Reduced Disputes: With a detailed home inventory, the chances of disputes among heirs over who should receive which items can be reduced, which can help preserve family relationships and minimize legal expenses.
  • Accurate Valuation: With a home inventory, estate planners can have a more accurate valuation of the client’s assets, which can help with tax planning, estate tax filings, and other important financial matters.
  • Simplified Probate Process: With a detailed home inventory, the probate process can be simplified, streamlined, and expedited, which can help minimize expenses and ensure the efficient distribution of assets.
  • Peace of Mind: Having a home inventory can provide clients with peace of mind, knowing that their assets and valuables are properly documented and accounted for, and that their loved ones will be able to easily access and distribute those assets after their passing.
My Property Vault Full-Service Approach Provides:
  • 360-degree virtual tour of their home
  • Floor plan and roof plan that provides measurements of the entire home
  • Photo documentation of their most valuable items
  • Valuation of their contents based on age, condition and actual cash value or replacement cash value
  • Secure and updateable Inventory portfolio that can be access from any device at any time
Your Benefits Include:
  • A Valuable Service for Your Clients: We provide your clients with a complete home inventory that will become invaluable to them for Insurance Claims, Estate Planning & Tax Benefits.
  • A Free Ad: We put your name in front of your client for one year as their Referral Partner on their My Property Vault Dashboard.
  • A $50 Incentive: You can keep the $50, split it with your clients or give it to them as a discount on the services they order.

    JOIN OUR PARTNER PROGRAM TODAY

     Or Call today to become a Referral Partner for My Property Vault 888-828-5800
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