Consultation Before scheduling your appointment, we begin with a personalized phone consultation. This is your chance to tell us about your goals, your home, and any specific items or areas you want to prioritize—such as: Collectibles and heirlooms Storage spaces, garages, or outbuildings Safes, firearms, or high-value items Areas of the home that hold sentimental or financial importance We’ll also discuss the scope of the inventory, answer your questions, and walk you through what to expect during the on-site appointment. This ensures you're fully informed and ready—without any surprises. Day of Appointment When we arrive at your scheduled appointment, we begin with a brief walkthrough of your home—confirming the priorities and details we discussed during your consultation. This step gives us a chance to: Revisit your key items and spaces in person Assess the home’s layout and flow Finalize the inventory plan and estimated time required Just as importantly, it gives you time to get comfortable with us, ask any last-minute questions, and feel confident that your home is in good hands. From there, we begin documenting—professionally, thoroughly, and with your trust at the center of it all.

Once the walkthrough is complete and your priorities are confirmed, we begin the inventory process—starting with the exterior of your property. Exterior Documentation We first capture photos of the outside of your home to provide context and coverage. During this step, we document: Outdoor living areas and structures Patio furniture, grills, lawn equipment Decorative or high-value exterior items This ensures that everything on your property—not just what’s inside—is accounted for and protected. Interior Documentation Next, we move inside. Room by room, we follow a detailed, step-by-step process to photograph and document your personal property. This includes: Item photos Descriptions of key belongings Serial and model numbers Manufacturer details (when available) Whether it's a living room, basement, garage, or home office, our goal is to create a complete and accurate record of what you own.

Once your on-site inventory is complete, we return to our office to finalize and organize your documentation with care and precision. All photos and item data are securely uploaded to our encrypted business software, where we build your Comprehensive Inventory Portfolio—a complete, easy-to-use record of your home and personal property. Your Portfolio Includes: A fully interactive, digital inventory report accessible anytime, anywhere Delivered through your choice of Encircle or HomeZada, both secure and user-friendly platforms Detailed printed reports organized by room or item category (available upon request) A USB data drive containing a backup of your full inventory A Client Information Packet with helpful resources and contact info for future updates Whether you prefer Encircle’s streamlined claim support or HomeZada’s integrated digital home management tools, we tailor your delivery to what works best for you. Turnaround Time: Depending on the size and detail of your inventory, your full report is typically completed within 10 -12 business days. Privacy and Data Security: We take your privacy seriously. Any physical documents containing sensitive information will be securely shredded or returned to you in your packet. Your inventory is yours—and only yours.