For Attorneys
Save Time. Reduce Disputes. Serve Clients Better.
Your clients' wills reference tangible personal property — but who's documenting it? SaveOr lets clients independently inventory their belongings, assign beneficiaries, and create personal property memorandums that you can reference directly in their estate plan.
How SaveOr Works for Estate Planning & Probate
1. Clients Document Their Property
Clients photograph belongings room by room. SaveOr's AI identifies items and suggests descriptions, no spreadsheets or lists needed.
2. Organize & Assign Beneficiaries
Items are categorized automatically. Clients can assign beneficiaries, add sentimental notes, and flag high-value items for appraisal.
3. Share with Legal Team
Clients grant you access to review their inventory. You, co-counsel, executors, and financial advisors all work from the same current data.
4. Export Legal Documents
Generate personal property memorandums, probate inventory reports, and structured exports that integrate into estate plans and court filings.
Why Tangible Personal Property Is a Blind Spot in Estate Planning and Probate
Most estate plans handle financial accounts, real estate, and insurance — but tangible personal property is often left as a vague reference. Without a documented inventory, executors struggle, beneficiaries dispute, and courts require additional filings.
SaveOr gives your clients a simple way to photograph, describe, and assign every item they own — creating a living personal property memorandum that stays current without amending their will.
Key Use Cases for Attorneys
From estate planning to probate administration, SaveOr supports the full lifecycle of tangible personal property management.
Estate Planning & Wills
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Create legally binding personal property memorandums
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Document specific bequests with photos and descriptions
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Ensure equitable distribution among beneficiaries
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Reference the memorandum directly in the will
A personal property memorandum referenced in the will is legally binding in 27+ states — and SaveOr makes creating one effortless.
Probate & Trust Administration
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Generate court-ready inventory reports
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Document estate assets for executor accounting
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Track item disposition during administration
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Provide transparent records for all beneficiaries
Executors using SaveOr can complete probate inventory requirements faster and with fewer disputes.
Why Attorneys Recommend SaveOr to Clients
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Clients independently document tangible personal property — saving you billable hours on inventory work
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Personal property memorandums created in SaveOr are legally recognized in 27+ states
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Reduce family disputes by giving every beneficiary visibility into the full inventory
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Export court-ready PDF reports for probate filings and trust administration
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Collaborate with financial advisors, CPAs, and executors from one shared platform
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Strengthen client relationships by recommending a modern, proactive planning tool
Who Benefits from Personal Property Documentation?
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Estate planning attorneys drafting wills and trusts
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Probate attorneys managing estate administration
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Elder law attorneys coordinating senior transitions
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Family law attorneys documenting marital property
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Trust officers and fiduciary professionals
SaveOr works across the advisory ecosystem. See how others use it: financial advisors, estate executors, insurance documentation, and probate inventory.
Attorney FAQs
How does SaveOr help attorneys save time?
Instead of spending billable hours helping clients inventory their belongings, you recommend SaveOr. Clients build their inventory independently, then share access with you. You review the organized data, export reports, and reference the memorandum in the will — no manual list-making required.
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Is the personal property memorandum created in SaveOr legally valid?
SaveOr helps clients create the content for a personal property memorandum — including item descriptions, photos, and beneficiary assignments. The legal validity depends on your state's requirements (signature, dating, reference in the will), which you as the attorney ensure are met.
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Can multiple attorneys or advisors access a client's inventory?
Yes. Clients control who has access. They can invite their estate planning attorney, financial advisor, executor, and family members — each with appropriate permissions. Everyone works from the same current data.
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How does this help with probate?
For probate, SaveOr generates structured inventory reports that meet court requirements. Executors can document estate assets with photos and values, track item disposition, and provide transparent records to all beneficiaries — reducing disputes and simplifying accounting.
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Is client data secure and confidential?
Absolutely. SaveOr uses bank-level encryption and strict access controls. Only people the client explicitly invites can see their inventory. Attorney-client privilege considerations are fully supported through granular sharing permissions.
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Does SaveOr replace an appraiser?
No. SaveOr helps organize and document items efficiently, but formal valuations should be performed by a licensed appraiser. The app makes it easy to identify which items need professional appraisal and to attach appraisal documents to specific items.
Partner with SaveOr
Recommend SaveOr to your clients. They document their property independently — you get organized, legal-ready reports.