For estate & probate attorneys
The contents get valued, sold, and cleared — with a record your file can use
You handle the estate. We handle the house full of things inside it, and hand your client back a written account of what each object was worth and where it went.
Why this hand-off exists
What we hear from estate & probate attorneys
A probate client with a full house is stuck on the one asset class nobody in the room can price. The furniture, the tools, the jewellery box, the forty years of accumulation in the basement — an executor has to do something with all of it, account for it, and not get accused of undervaluing a thing. That is our work, and none of it is legal work, so referring it does not put anything of yours at risk.
The contents are the one asset nobody in the file can price
Real property has comps and a broker. Accounts have statements. The contents of the house have a guess, and your client is the person who has to defend that guess to a sibling or a court.
Your client's clock is a court date, not a preference
Inventory deadlines and sale timelines do not move because the family needed another month in the house. We schedule the walkthrough inside the same week and give a written date for clearance before anything starts.
An undocumented cleanout becomes a fiduciary argument
When a truck empties a house and nobody wrote down what was in it, the executor has no answer to "what happened to Mom's ring." Every item we sell is photographed, priced, and reported with what it actually sold for.
Heirs argue about objects, and it lands on your desk
Most estate disputes we see are about a handful of physical things, not money. A neutral third party with a written valuation takes the argument out of your billable hours.
Before you refer anyone
Is there anything in this for you?
VaultXL offers you nothing of value for sending a client — no money, no gift, no discount, no reciprocal arrangement, now or later. The rules of professional conduct broadly prohibit a lawyer from giving or receiving anything of value for a recommendation, so this page offers you nothing to decline and nothing to disclose. What you get is a client who is looked after and a written record you can put in the file.
What the family pays is a flat project fee, quoted in writing after the walkthrough and before any work begins. Where we resell an item on their behalf, VaultXL keeps 15% of that item’s sale price and the client keeps 85%, itemised line by line.
What we do, and what we don't
You are putting your own name behind the introduction. This is the boundary in writing, so you can refer without wondering what happens next.
We do
- Walk the property free of charge and produce a written inventory valuation the executor can hold on to
- Photograph and log every item of value, with the price it eventually sold for
- Sell, donate, or dispose of each item and record which of the three happened
- Return donation tax receipts and an itemised settlement statement
- Hand the property back broom-clean on a date agreed in writing beforehand
We don't
- Advise your client on the law, the estate, or who is entitled to what
- Release anything to an heir without the executor's written direction
- Issue a USPAP appraisal for court, IRS, or insurance use — that is a credentialed appraiser's engagement, and we will say so rather than blur it
- Take custody of cash, firearms, controlled substances, or original legal documents
- Contact the heirs directly unless your client asks us to
Questions we get asked
No, and deliberately so. Nothing of value moves from us to you — not money, not a gift, not a discount, not a reciprocal arrangement. The rules of professional conduct broadly prohibit a lawyer from giving or receiving anything of value for a recommendation, so there is nothing here for you to decline or disclose.
Our written valuation is a market valuation: what comparable items have actually sold for, item by item, with the evidence attached. It is honest, documented, and useful for planning and for an inventory. It is not a USPAP appraisal, and where your filing needs one we will tell you that plainly instead of pretending otherwise.
Walkthroughs are scheduled inside the same week for Charlotte-area properties, and the written scope and price follow the walkthrough — not a week later. If a deadline is driving the file, say so when you call and we will work backwards from it.
We stop and put it in writing rather than deciding. The item is logged, valued, and set aside, and nothing happens to it until your client tells us in writing what to do. We would rather leave one wardrobe in an empty house than be the reason a distribution gets contested.
Prefer to talk it through first? Call (704) 975-1405 — a person answers.
Hand off a client
The walkthrough is free and carries no obligation for them. Book it directly — no form to fill in, no callback to wait for.