AegisThe estate plan says “personal property.” Aegis says exactly what, and what it's worth.
Gift client households a co-branded Aegis vault. They build a documented schedule of tangible personal property; you get a file that makes trust funding, probate and insurance reviews straightforward.
Free for advisors. Clients own their vault and decide what they share with your firm.
How advisors document tangible personal property
A schedule that actually exists
Most estate files describe personal property in a single sentence. Aegis produces a room-by-room, photo-backed schedule with values, purchase dates and serial numbers.
Heirlooms documented before they move
Jewelry, art, instruments and collections get photos, provenance notes and appraisal documents attached — the details families argue about later.
Executor-ready exports
One click produces a PDF schedule and a spreadsheet export for attorneys, appraisers and executors, plus a claim packet if a loss happens first.
Your firm on every page
Your logo, advisor name and contact details sit on the client's vault and on every export they hand to family members.
Where advisors use it
Gift it to your client families
The Starter Pack covers 10 households with a year of Aegis Pro each — $400 total, or $40 per family, co-branded to your firm.
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