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Appraisal Letter of Agreement

$8.99

This one-page Letter of Agreement for Appraisals further demonstrates your level of professionalism.

• It identifies the estate’s legal decision maker and the name of the decedent
• It states that you have been contacted to conduct an appraisal for estate purposes
• It estimates how long it will take you in hours to complete
• It states your hourly rate
• It lists what you need to do to complete the report (research, etc.) It clearly states that your invoice is to be paid upon receipt of the appraisal report
• It has a header so you just fill in your company information
• It has lines for the signatures of legal decision maker and the appraiser

This document can be edited any way you want.  For example, if you are asking for a deposit upfront, you can add that to the letter as well.

Remember to always identify the legal decision-maker prior to conducting work on an appraisal report. Their names will need to be on this letter of agreement and also on the appraisal invoice.

Appraisal Invoice

$7.99

 

Easy to use, easy to understand and easy to print off on your business letterhead.  You may edit this document any way you wish.

This simple invoice includes the client’s name and address, date, Invoice #, Terms:  Paid Upon Receipt, Descriptions of Services, Dates and Hours of work, Total Hours worked, Total Due, Please send payment to________________.

Easy Appraisal Report Template for Personal Property in Estates

$39.99

The Easy Appraisal Report Template is a simplified way of writing a valuation or appraisal report for a client, their adult children, guardian, attorney, etc.

If your client or the legal decision-maker of an estate needs an understanding of Fair Market Values for items in an estate, but does not want to go to the expense of a formal report, this template is a good fit. The length of time using this template is considerably shorter and easier, not to mention more economical for the client.

You simply fill in all the areas that we have shown you in blue.

NOTE: This template should not be used if your client or attorney requires a more comprehensive report. This is a simplified report that does not include photos or measurements of the items. (If you choose to add photos and measurements on your own, you can do that but they are not included in this template).

This template includes:

•  A letter of transmittal to your client with a definition of Fair Market Value
•  A Scope of Work section for your detailed description of the property
•  Description of Property in an easy-to-understand room-by-room listing.

 

This template can be used for:

•  Clients who desire an understanding of values, but do not want to go to the expense of writing a comprehensive report.

•  Anyone handling an estate looking for current values so they can make decisions to keep, sell or donate the items.

•  Adult children seeking values for equitable distribution among heirs who prefer a simple report over a comprehensive one.

•  Attorneys/Executors requiring documentation of the estate. Make sure to ask if a “simplified” appraisal will work for their needs.  They may require a more in-depth report.

Comprehensive Appraisal Report Template for Personal Property in Estates

$99.99

If you are looking for a professionally written, comprehensive appraisal report to assist clients requiring documented Fair Market Values, this appraisal template is an excellent fit.

NOTE: This report is a comprehensive, well-organized and professional template intended for those who have experience conducting estate valuations.  If you are looking for a shorter, easier template, please see the Easy Appraisal Report Template here.

 

This comprehensive appraisal template can be used for:

• Serious-minded clients who want to understand the values of their possessions, or a leave-behind report for heirs.
• Adult children seeking values for Equitable Distribution among heirs.
• Attorneys/Executors requiring documentation of the estate contents.

 

The Comprehensive Appraisal Report Template includes:

• Your company header at the top of each page, along with client/estate information
• Table of Contents
• Letter of Transmittal
• Certification
• Value Type and Scope of Work
• Sales Comparison Value Approach
• Assumptions
• Restrictions
• Property Descriptions (fill in your client’s items room by room)
• Photographs of the Items
• Sources Cited (copy & paste the sources you used for research such as web pages, books, phone calls, etc.),
• Appraiser Qualifications
• Numbered photos, which you will match to each room of items, can be inserted at the end of the report for reference.
• Numbered pages

This form has been used successfully with executors, clients and lawyers that require a more comprehensive documentation of personal property in the estates they are handling.

Convert your finalized report into a PDF before emailing it, but keep a version you can edit.  Some appraisers also provide a hard copy along with a digital copy to their clients.

About this document

This document has been created in Word so you can easily edit to your requirements. The length of this document will be dependent on how many items you list, how many photos you want to insert, sources you cite, etc.

Some knowledge of Word will be helpful. Since every appraisal is going to have different page lengths in different sections of the report, some minor adjustments of the page layout may be needed as you add or subtract information.

If you are not well-versed and experienced with personal property in estate situations, please do not use this template.  Consider the Easy Appraisal Report Template instead. This form is for professionals who have experience and an understanding of estate valuation work. (Please do not submit this document for an estate that is filing a 706 Tax return as it is not USPAP compliant).

Online Estate Sale Contract Package

$59.99

A strong trend seen in the estate sale industry is maximizing sale proceeds for certain items that may sell better online.  For those items, and for estate sale professionals who want to offer their clients an additional service, ASEL® offers our Online Estate Sale Contract package.

This package includes what you need at your fingertips:

1) A 5-page Online Estate Sale Contract that can be customized to your needs.

2) A comprehensive 2-page “Total Proceeds Final Settlement” sheet.

3) An “Itemization of Personal Property” sheet for items that are to be removed from your client’s home and into your care to be sold online

All of these documents are in Word format so you may customize them according to your needs or preferred wording.  Any time you need them, print them off in duplicate so both you and the client can have signed copies at the same time. This package includes everything you need at your fingertips for online selling.

NOTE: It is recommended, as with all contracts, that you have your attorney review to advise on any variables based on your state’s policies and regulations.

Estate Clean Out Invoice Template

$12.99

An estate professional needs tools of the trade they can count on. We’ve put together an Estate Clean Out Invoice Template that you can customize or edit and use repeatedly. It includes the name and address of the estate, date, invoice number, full description of clean out services to choose from, a listing of dates and hours worked, subtotal, fees/expenses and final total due. All of this is easy to print right on your own professional company letterhead. Easy to fill out, save and print.

You may want to consider the Estate Clean Out Contract Package along with the Estate Clean Out Invoice.

Client Thank You Letters Package – For the Interview, Being Selected & Post Sale
$9.99

ASEL makes it easy to demonstrate your appreciation to prospects and clients with these Thank You letters you can print directly on your letterhead. Proven and actually used as a best practice, this package enables you to be responsive and proactive in setting yourself apart as a liquidator who truly values your clients.

Package includes:

• Thank You for the Interview (after you have had your initial meeting)
• Thank You for Choosing Us (after being selected)
• Thank You for Being a Valued Client (after completing the Estate Sale)

 

All documents are in Microsoft Word, with guidance for making it easy to customize to your business.

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WOW Service Excellence Testimonial Sheet to go along with the final letter.

WOW TESTIMONIAL One-Page Sheet
$7.99

Your prospective clients want to know they are hiring the best.  Using a professional tool such as a WOW Testimonial the client can send back to you in a self-addressed stamped envelope is just what you need.  It sends a powerful message to the client, and very easy to use.  You just print it off and mail it, or hand it to them at the end of your estate sale.

The client will find it very easy to fill out with (2) fill-in questions, (1) circle all that apply and (1) check mark.  When completed, they send it back in the stamped envelope you provided.  Share these collective testimonials when interviewing with potential clients to demonstrate your commitment to them, your business and the estate sale industry.  Created by ASEL’s graphic artist, it comes with an instruction sheet for optimal impression when the client opens it.  A simple tool that will further distance you from the competition.

Client Interview / Proposal Package – 7 Documents in this package!
$29.99

Client Interview/Proposal Package –  This package positions you as “The Expert” and demonstrates that you are offering value to the client before you have even attained the estate sale.

Walk in to your first face-to-face client interview confident with professional polish and competitive edge.  Competition can be intense, and having that professional advantage can often mean you securing the estate sale over a competitor.

ASEL has put together a professional package of documents for you, to either include in a new client folder, your own personal portfolio when presenting to them, or to hand out to prospective clients you feel would benefit from one or more of these documents.

The Estate Sales Policies 2 page sheet, the Services Offered template and the Client “Thank You for the Interview” letter are all in Word format and customizable.

If you are an ASEL member, include Your ASEL Certificate and Code of Ethics.

This wonderful package includes:

1) Services Offered Template

2) Client Thank You letter for the Interview

3) Estate Sales Policies Sheet, 2 pages

4) WOW Testimonial Sheet to encourage positive feedback and testimonials you can use.

5) Setting Expectations  –  A professionally written explanatory article for clients who feel their items are worth more than the market will bring.

6) Tips for Letting Go – A professionally written article for clients.

7) What to Do Before the Estate Liquidator Begins Work – 15 Tips For a Smoother Process – A professionally written article for the client.

Tip:  Consider including a few Before and After photos of your sales, additional testimonials, etc.

The Essential Estate Sale Contract

$59.99

“THE ESSENTIAL” Estate Sale Contract is a must-have for every estate sale professional and at an unheard of price.  The best contract and best price you will find anywhere.  Covering virtually all the nuts and bolts we could think of,  this estate sales contract will reinforce your professionalism, while protecting you and your client’s interests.  Thorough and exceptionally well written.  Ready to print off and use.

You can edit, delete, add and rearrange to suit your needs, comfort levels and the state in which you conduct business.

5 page Estate Sales Contracts in the industry developed by our legal team (Microsoft Word).

• The Estate Sales Contract  includes professional written sections on the following:  The Purpose, The Agreement, Promotion/Duration, Research, Price, Negotiate, Risk of Loss/Damages/Insurance, Working Conditions, Personal Examination (also covers client’s need to remove/isolate items they are keeping), No Removal of Property after Contract is signed, Proceeds, Commission, Advertising, Security, Other fees, Sales Method (includes gentle reminder clients need not be present), Title, Unsold Property, Irreconcilable Differences with wonderful description, Termination (with explanation of fees involved if they terminate), Disclaimer, Taxes, Governing Law.