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.