VAULTXLCharlotte, NC · (704) 975-1405

What happens to everything in the house

Your attorney passed this along because the contents of a house are their own job, separate from the legal work. Here is what that job looks like, in plain terms, before you decide anything.

  1. 01A walkthrough costs nothing and commits you to nothing. We walk every room with you and write down what is there.
  2. 02You get a written valuation: what the contents are worth, item by item, based on real, current asking prices for comparable things.
  3. 03Anything worth selling is photographed, listed, and sold, and you receive a statement showing each item and what it made.
  4. 04Anything donated comes back with a tax receipt. Anything disposed of is recorded too, so nothing simply disappears.
  5. 05The house is handed back broom-clean on a date agreed in writing before the work starts.

You do not have to sort the house before we come. That is the part we are for. Bring questions; the walkthrough is the right time to ask them.

What 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

What 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

When you need a formal appraiser instead

From a family whose late grandfather's estate we evaluated
“I cannot thank Charles at Vault XL enough for his exceptional assistance with my late grandfather’s estate. Navigating a loved one's personal belongings after they pass is emotionally taxing, but Charles made the entire process smooth, respectful, and stress-free. He took the time to come out, evaluate the personal estate thoroughly, and provide a fair, honest, and transparent pricing assessment. His professionalism, compassion, and deep knowledge gave our family complete peace of mind during a difficult time. I highly recommend Charles and the Vault XL team to anyone in need of trustworthy estate evaluation services.”

Jacob · Google review

Cost: set out in a written quote after the walkthrough and before any work starts. Items sold on your behalf settle separately — VaultXL keeps 15% of what an item sells for after marketplace fees and you keep 85%, itemised line by line.

Nobody was paid to give you this

Nobody was paid to put this in your hands. Your attorney gets nothing from VaultXL for passing it along — no money, no gift, no discount, and no arrangement of any kind, now or later. A lawyer is not permitted to accept anything of value in exchange for recommending a service, and we do not offer it. They gave you this because they believe the work is done properly. If you would rather call somebody else, that costs them nothing.

Book a free walkthrough

vaultxl.com/book/estate-transition?ref=PRO-ATTY-CARD

Or call or text (704) 975-1405 — a person answers.

For the referring professional: vaultxl.com/partners/attorneys?ref=PRO-ATTY

For you, not your client: how to pass this on

  1. 1. Print this page or save it as a PDF and hand it over, or email your client the link.
  2. 2. Or give them our number to call or text. They contact us; we do not reach out to your client first.
  3. 3. Once they call, we walk the house free of charge and send a written plan before any work. We report to you as well if your client asks us to.

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