Services & Solutions for Simple & Stress-Free Personal Property Valuation & Settlement
We invite you to review our new suite of services designed speciﬁcally for trusts and estates. Please keep this information on ﬁle and think of us when your clients would beneﬁt from personal property assistance.
The process of fairly dividing tangible personal property can become unnecessarily costly for families that fail to itemize such assets in their estate plans. Furniture, ﬁne art, collectibles, wine and other valuable personal properties often trigger disputes within families in the midst of settling estates. The costs of these conﬂicts can be severe, inﬂicting thousands of dollars in legal fees and worse – they also can provoke feelings of bitterness and resentment. Beneﬁciaries may have powerful emotional attachments to such physical objects, particularly if they have been in the family for more than a generation. These attachments could lead to unrealistic perceptions regarding value, misguiding the beneﬁciary to the point of second-guessing a trustee's own estimations. Corporate and private trustees and estate executors rely on Bryson for customized, state-of-the-art solutions for identifying, appraising, and distributing valuable personal assets in trusts and estates, conveniently rendered through a ﬁrst-of-its-kind online app that stores all property in one digital place – privately and securely.
Be organized Avert conﬂict through planning: The Bryson digital app can automatically manage tangible personal property based on executor, administrator, or ﬁduciary preferences, and deliver an updated memorandum about these assets to include in a will or trust. Easily access inventories: Our personalized collection management system provides round-the-clock access, from anywhere. Our secure system enables parties to share inventory with beneﬁciaries and professional advisors – seamlessly and privately.
Be prepared Divide property peacefully: Heirs may share their inheritance selections and preferences with discretion. Trustees can view these selections in real time to spot diﬀerences and anticipate disputes among beneﬁciaries. Armed with vital information, trustees can manage expectations to solve problems before they manifest. Uphold ﬁduciary responsibilities to maintain trust: The Bryson app provides access to appraisal services, empowering trustees to obtain the appropriate insurance to protect tangible personal property during the administration of an estate. Formulate a plan A: With advance knowledge of beneﬁciary preferences, trustees can divide and distribute tangible assets amicably and according to their own wishes. No need for plan B.
Be knowledgeable Maximize proceeds through intelligent liquidation: Advanced understanding of asset values ensures greater proﬁts when selling specialty objects, while also enabling trustees to leverage Bryson’s relationships with auction houses, galleries and private dealers – for the most lucrative consignment options. Avoid overpaying (and underpaying) on taxes and insurance: Bryson provides a comprehensive view of asset value, including how valuables such as ﬁne art, wine, jewelry and collector cars may eﬀect tax liability and ﬁnancial risk. So, no unwelcome surprises.
Itemized value assessments of personal property based on your own submitted photography and information. Item identiďŹ cation, auction estimate, and sales recommendation provided by a specialist. Submit items at www.brysonestates.com/smart-appraisal
A certiďŹ ed USPAP-compliant legal document used for insurance, estate planning and settlements, or for donation purposes. A comprehensive custom catalog, accessible anytime online.
A strategy to pass on your legacy that includes both insurance and ﬁnancial planning appraisal reports with valuations speciﬁc to each purpose. Includes an interactive catalog that serves as a living document to assign beneﬁciaries. A personalized consultation.
Professionally photographed and catalogued inventory of your items. Enables you to easily view and share your catalog, at your discretion, via our searchable and sortable online tool.
We shop your items at appropriate venues in order to compare and negotiate the best prices and fees. We provide a report highlighting our ﬁnal ﬁndings so you can make an informed decision.
Why choose Bryson? For 100% Compliance Complete conﬁdentiality for peace of mind. Personal privacy is assured in accordance with the guidelines of the Gramm-Leach-Bliley Act (GLB Act or GLBA). Security is protected through bank-level encryption – standard to our platform. We meet Internal Revenue Service and Appraisal Foundation criteria in every report we prepare in connection with a tax return. We are insured and bonded as part of our professional commitment to our clients.
For Professional Excellence Bryson oﬀers a patent pending method for identifying and valuing specialty properties. Reviewed valuations are submitted in conjunction with a tax return. We employ a broad network of industry-leading appraisers representing a breadth of subject matter expertise. We require all of our appraisers to meet the highest qualiﬁcations, and provide our active appraisers with continuing education. Our client-facing team is trained to emphasize compassion, empathy, conﬁdentiality, and integrity.
For Price Transparency No surprises: Predictable costs are quoted upfront – so you are not guessing how many billable hours will appear on your ﬁnal invoice. Our fees are competitive with the industry. We are mindful of client expectations.
For Full Service We oﬀer a breadth of services ranging from custom catalogs to ﬂat-fee brokerage. Our service suite addresses speciﬁc client needs for tax, gift, and estate planning, ﬁnancial risk management, and legacy cultivation.
For Empowerment Tools Access your information online anytime, anywhere, in print, web, and mobile formats through STASH, our proprietary online productivity app available exclusively to our clients. Store all information relating to the properties in a single organized inventory report. Track inventoried properties by location, value, category, and more. Assess the selections of your beneﬁciaries through an in-app scoring system that measures, in degrees, their preferences for speciﬁc objects. Easily apply your own methodology for beneﬁciary distribution and record beneﬁciary selections to more responsibly support your decisions.
For a quick, $40 guide to the value of your item visit our smArt Appraisal service: www.brysonestates.com/smart-appraisal
To receive a quote and proposal for tailored services contact us at: (513) 486-6039 firstname.lastname@example.org