Our online portal is an excellent choice for families planning or settling estate property when family members cannot physically be together to meet and discuss selections.   We offer stand-alone inventory services if you'd like us to create your property catalog and host it in a password-protected online portal.  

If you have an account with us as an appraisal report service client, your online account is complimentary with the service with the option to add the ability to assign and select items within the trust or estate inventory.

 

Access your information

Our private online portals are available to you anytime, anywhere to use on smartphones, tablets, PCs and Macs. 

 
 

Find what you need

Time is as valuable as any object in a collection. Our portals offer simple keyword search, sort and filter options to quickly find exactly what you're seeking and track objects by location, value, category and more.

Extensive storage for text, images and documents

Store all information and documentation relating to each object in the portal’s highly organized inventory management system.  

Bank-level Encryption

Dedicated Support

We are real, live human beings who work directly with you to support your success with our online experience.

Share selectively - you’re in control!

You have the power to assign access privileges to different types of user accounts. 

Consider planning your legacy by bundling our valuation services for insurance and estate planning

Protect and enjoy your most treasured assets during your lifetime

Legacy planning with Bryson gives clients the best information to decide which valuables belong on a specialized insurance policy and the appraisal documentation needed to adequately protect these cherished belongings.

Understand how valuables affect your portfolio

By providing clients with the retail replacement values needed for insurance and the  fair market values used for estate planning purposes, client receive a clear picture of how tangible assets impact their overall financial state.

Control how and when your passion assets will be distributed

Bryson provides all legacy planning clients with our interactive online app that allows them to clearly and privately assign items to beneficiaries, heirs, and philanthropies. This living document can easily be printed and added as an exhibit to their trust, will, or estate plan.

Document your heritage, tell your story, and capture your legacy

Legacy planning clients can add personal stories to their catalog which is available as a searchable repository and printed book, allowing them to pass on much more than the item itself. 

Estate Planning & Settlement can involve using the Appraisal Report Document for purposes such as including personal property in a trust, valuation for probate, and appraisal report documents written for estate tax filing purposes.

Featured
4 Strategies for Streamlining the Process of Passing Art to Heirs for Avoiding a Long, Complicated, Messy Estate Resolution
4 Strategies for Streamlining the Process of Passing Art to Heirs for Avoiding a Long, Complicated, Messy Estate Resolution

In an interview for Northern Trust, Wealth Advisor Stacy Singer describes the nuanced and often challenging path to estate resolution when valuable, one-of-a-kind objects are passed down to heirs.  She offers her four strategies for navigating wealth transfer involving valuable fine art and collectible objects, which align directly with our holistic approach to collection management.  In this post, we drill down the four key elements of this wealth planning strategy for art.

Are there treasures hiding out in your stacks of books and paper?
Are there treasures hiding out in your stacks of books and paper?

 Ephemeral letters, posters, tickets, notecards, and other paper goods can be valuable - but you've got to know how to identify them. 

 

Estate settlement & the role of the appraiser on Cincinnati Public Radio
Estate settlement & the role of the appraiser on Cincinnati Public Radio

Understanding the value of tangible property is critical when planning or administering an estate.  Morgan Rigaud & Joey Thomas of Bryson Estates join forces with Taft Law attorney Dan Hoffheimer in conversation about the role of the appraiser in the estate settlement process with host Maryanne Zeleznik on Cincinnati Edition.

Coordinating Non-Cash Charitable Contributions
Coordinating Non-Cash Charitable Contributions

We make it easy to donate tangible objects to charitable organizations.  Enjoy the philanthropic & financial advantages associated with non-cash charitable contributions without the hassle and create your legacy.

How much can I deduct for a donation of artwork?
How much can I deduct for a donation of artwork?

Gifts of valuable artwork can satisfy donor’s philanthropic and tax planning desires. Donors must familiarize themselves with the IRS requirements for documenting their contributions, clarify the terms of the gift upfront, and seek professional advice from tax planners and appraisers.

10 Tips for Estate Administrators and Executors

How am I supposed to settle this estate? What do I do with all this stuff?

In the midst of the grief and chaos that surrounds someone's passing, the logistical challenges of estate sales can seem like even more of a burden.  To be sure, selling the estate of a recently deceased family member or friend brings up some difficult memories – but the process doesn't have to be such a nightmare. These ten tips will help you with your legal and moral responsibilities, ensuring efficient administration, accurate appraisals and quick, profitable sales of any valuable personal property in the estate that you are managing.