Process
The inventory is the product.
The vault protects the property. The signed inventory protects everything that happens afterwards — the family conversation, the release two years in, the accounting at the end.
Consultations with counsel are complimentary. We can meet at the facility or at your office.
What happens
- 1
Consultation.
We agree what is going in, which structure fits, and who the named custodians will be. Counsel usually attends.
- 2
Collection or delivery.
The client brings the property, or we collect from your office or their address in an unmarked vehicle.
- 3
Inventory.
Each item is described and recorded. Sealed envelopes stay sealed and are recorded as such. We do not value.
- 4
Signature.
Both parties sign. The client and each named custodian receive a copy.
- 5
Placement.
The property goes into the box. The box goes into the vault. The term is prepaid.
Chain of custody
Every later movement is documented too
Mid-term releases happen — a title is needed to sell a vehicle, a document is needed for a filing. Each release is recorded against the inventory and signed by the party taking it, so the record stays complete from intake to final release.
Common questions
- How long does intake take?
- Usually under an hour, longer if the inventory is detailed. The inventory is the part worth not rushing.
- Do you value the property?
- No. We describe and record. Valuation is a separate discipline and we will refer you to an appraiser.
- Do you open sealed envelopes?
- No. They are recorded as sealed envelopes, described by the client.
- Can counsel attend?
- Yes, and it is often the most useful hour you will spend on the matter.
- Can we do it at my office?
- Yes. Collection can run from your office rather than the client’s home.
See the vault before you decide.
Tours are private and by appointment. You will see the vault door, the man-trap entry, and the box sizes in person. No account relationship is required to visit.