Help your clients avoid - or get through - probate.
Tangible personal property is the blind spot in most estate plans. SaveOr gives your clients a simple tool to document everything they own, assign it, and generate legal ready reports - before and after a death.
Attorneys
Tangible property is the blind spot in every estate plan
Most estate plans handle the big line items — financial accounts, real estate, insurance. But tangible personal property is typically left as a vague reference in the will: "as separately written."
That separate writing rarely exists. When it doesn't, executors struggle, beneficiaries dispute, and courts require additional filings — adding months and attorney fees to an already difficult process.
SaveOr closes that gap. Recommend it to planning clients so the inventory exists before it's needed. Or deploy it the moment a client is named executor — so the 60–90 day filing window is met without scrambling.
The Problem
From recommendation to court filing
SaveOr supports both the estate planning and probate phases of your practice from the same platform
The Workflow
Recommend SaveOr at any planning appointment
Your client photographs their belongings room by room — the AI identifies items, suggests descriptions, and estimates values. No spreadsheets, no homework assignment they won't complete.
AI identifies items from a single photo in seconds
Covers furniture, jewelry, art, collections, and household goods
Sentimental notes and beneficiary assignments captured in-app
Clients can update the inventory anytime — no will amendment required
Step 1
Client Creates a Personal Property Memorandum
Step 2
Executor builds the probate inventory before the deadline
When a client passes, the executor has 60–90 days to file with the court. SaveOr lets them document every asset room by room — meeting the deadline without manual data entry or attorney hours spent on inventory gathering. If the client documented during planning, the inventory already exists.
Executor photographs assets room by room with their phone
AI assigns categories, locations, and estimated fair-market values
High-value items flagged for licensed appraiser review
Planning clients arrive at probate with the inventory already done
Step 3
Your firm reviews, exports, and files
Step 4
Estate Planning and Wills
Clients build a living inventory and generate a PPM referenced directly in the will — distributing tangible property precisely, without amending the will as intentions change.
Probate Administration
Executors photograph every asset and export a court-ready filing within the 60–90 day deadline — without billing hours on inventory gathering or reconciliation work.
Elder Law
When clients downsize or move to memory care, a documented inventory prevents family disputes and gives your firm organized records if administration follows later.
Family Law - Marital Property
Photo-documented personal property with estimated values creates a clear record for division negotiations and court filings — before the dispute escalates.
Trust Administration
Trustees and fiduciaries get organized, photo-backed records of tangible personal property with beneficiary assignments already built in — reducing accounting disputes.
Client Referrals
Recommend SaveOr as a proactive planning tool. Clients arrive better prepared, estates settle faster, and your firm spends less time on documentation work.