When you're an executor or personal representative for a Charlotte estate, you cannot just clear the house. Every disposition has to be defensible. Heirs may contest. The court may require an inventory. The IRS may require a Form 706 attachment if the estate is over the federal exemption. Casual cleanouts produce none of this — and create real problems six months later.
VaultXL does estate cleanouts under probate documentation standards. We photograph every item entering resale or appraisal. We use ISA-credentialed or ASA-credentialed appraisers for items above value thresholds. We produce a signed disposition log that lists every item, where it went, and at what value. We coordinate directly with your probate attorney, with your authorization.
The result is a clean handoff. Heirs see the documentation. The court sees the inventory. The estate's federal return (if needed) has its attached schedule. Nothing was disposed of without a written entry. Nothing was sold without a recorded value. Nothing was donated without a receipt at fair market value.
We work with estate attorneys across Charlotte and Mecklenburg County. Many of our probate engagements are direct attorney referrals — we know what their files need and we deliver in that format. If you're an attorney looking for a documentation-grade cleanout partner, get in touch directly.
What the family receives.
- ✓Photographed inventory of every item entering resale or appraisal
- ✓ISA / ASA-credentialed appraisals for items above threshold
- ✓Signed disposition log for the estate file (every item, every destination)
- ✓FMV-itemized donation receipts ready for Form 8283
- ✓Coordination with the probate attorney on filing deadlines
- ✓Estate Inventory PDF (Schedule of Value) ready for Form 706 attachment
- ✓Final financial summary itemized by category
- ✓Broom-clean property on the timeline the court requires
Why VaultXL.
Court-ready inventory
Every item we appraise is photographed, dated, and cataloged. The output is the Schedule of Value an executor or attorney can attach to the federal estate return.
Credentialed appraisers
Items above value thresholds are appraised by ISA or ASA-credentialed staff or partner appraisers. Defensible if the IRS or a contesting heir asks.
Attorney-coordinated
We work directly with the probate attorney with your written authorization — sharing inventory, valuations, and disposition logs in the format their file needs.
Heir transparency
Multi-sibling estates are common. Every disposition is logged and every dollar accounted for, so the executor can show siblings exactly what happened to each item.
NDA on file
VaultXL signs estate-specific NDAs as standard. Family information, addresses, and item details stay confidential.
Where we serve.
Charlotte · Mecklenburg County · Union County · Iredell County · Cabarrus County
Start with a walkthrough.
Two hours in your home. No estimate in the room — we send a written plan within forty-eight hours.
Frequently asked.
Photographed inventory of every catalog item, ISA or ASA appraisals for items above threshold, FMV-itemized donation receipts, a signed disposition log, and an Estate Inventory PDF (Schedule of Value) suitable for IRS Form 706 or Mecklenburg County probate filings.
Yes. With written authorization from the executor, we communicate directly with probate counsel on inventory, appraisals, court deadlines, and the disposition log. Many of our probate engagements are attorney-referred.
Every contested item is photographed and held in our managed storage facility (or at the property) until the executor or court resolves the dispute. Nothing contested is ever sold or donated without written executor authorization.
Items above $5,000 (or other thresholds the executor or attorney specifies) are appraised by ISA or ASA-credentialed appraisers — on staff or via partners we work with regularly. Appraisal reports are formatted for IRS and probate court use.
Most probate cleanouts begin within 3-7 business days of the free walkthrough. Rush timelines are available when court deadlines or real-estate close dates require it.
We handle probate cleanouts throughout greater Charlotte and Mecklenburg County, including Myers Park, Eastover, SouthPark, Ballantyne, Dilworth, Plaza Midwood, Davidson, Cornelius, Huntersville, Lake Norman, Weddington, Waxhaw, Matthews, and Mint Hill.