Directing Special Items to Loved Ones

A home inventory can be customized so that you can assign items to specific beneficiaries.

Make your Estate Planning thoughtful 

​When it comes to Estate Planning, most of the focus and attention is given to big ticket items, such as, a home, a cottage or financial investments. However, all of your personal effects, your furnishings, artwork, decor and many other items are what make a home feel like a home. And often, it is the personal belongings that have the most sentimental value attached to them. 

In distributing personal belongings, a home inventory is a great way to leave behind specific items, such as, jewelry, artwork, antiques, collectables or any item of sentimental value to a family member or dear friend - something for them to remind them of you.

At SafeList, we record for you items you wish to leave behind for assigned beneficiaries by simply customizing your existing home inventory. This is just one of the many practical uses of a home inventory. In addition, we give you practical advice on how to discuss this portion of your estate planning with family members. Your customized home inventory estate planning document can also be passed on to your legal representative as part of the planning of your will.

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Fire & Natural Disasters

House flood
When a fire or a natural disaster strikes, making a record of everything you've lost is usually a stressful and time consuming process. SafeList will keep you prepared in advance, reduce your stress and speed up your claim process.
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Estate Planning

estate planning
Having a plan for family members to sort out your personal belongings can reduce their stress when grieving a lost loved one. SafeList can help you with a practical and more personal approach to estate planning.
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Moving & Downsizing

moving downsizing
The average person moves about 10 times in their lifetime. With each move their is potential for loss, theft or damage. Having an up-to-date record of what you own can protect you through a lifetime of mobility.
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Theft Protection

theft protection
Police recommend people record serial and model numbers of their expensive electronics to help them recovery stolen items. SafeList takes your inventory protection to another level, including other valuable items in your home such as jewelry, collectibles, antiques or expensive artwork.
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preNuPtials & Divorce

divorce
Splitting up joint belongings can be stressful when a marriage or common-law relationship falls apart, especially if communication between the partners is strained. SafeList provides solutions and a process to reduce the stress and potentially reduce legal fees.
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Business Assets

business

Most businesses maintain a careful inventory of products they sell. However, some overlook having an up-to-date record of their business equipment and other non-monetary business assets. Such a record protects against theft and is very useful if a business is being sold or divided.

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Having a record of your belongings is recommended by insurance companies,
firefighters, police, attorneys, financial planners and other professionals