Privacy

All information is confidential.

 What about my privacy?
 

Privacy and confidentiality are a concern anytime someone enters your home.  It may be housekeeping, carpet cleaning, repairs, painting or delivery personnel.  We understand this concern and are sensitive to our client’s wishes.  Before we start any inventory, we take a tour of the home with our client.  At this time we listen to any concerns or issues they may have in any of their rooms or with any of their items.  We respect that each person has a varying comfort level thus we put our clients at ease prior to beginning their inventory.  We also encourage client participation, and we are bonded and insured.  In addition, we sign a confidentiality agreement with you as part of our standard contract.
 

What happens to the information that is recorded?
 

During the inventory process we capture the details of your personal property in our secure business software.  This software stores your information in the cloud. Following the completion of a home inventory we will provide you the information to review the completed inventory. Upon request we can also provide a hard copy of the report for your records.
 

Once you have verified the accuracy of our reports we finalize your inventory and provide you with the following in our comprehensive package:
 

  • Detailed Home Inventory Reports (By Location)
  • You will be provided with a hard copy of the inventory.
  • Your inventory will be stored at no cost (Cloud) for 30 years


We suggest you either store your report in a secure off-site location such as a safe deposit box or  with your estate attorney..

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