INVENTORIES, HERITAGE ADVICE & DIVISIONS

Estate inventory: estimation and patrimonial expertise with Aguttes 

In the context of an inheritance, a division or a transmission of assets, the inventory of succession and the estimation of movable assets are an essential step.  Beyond administrative, fiscal and notarial obligations, these steps require to be able to count on a trusted interlocutor, capable of combining expertise, discretion, speed and tailor-made support.  

Why carry out an estate inventory?

Specialists in all areas of the art and heritage market

For 50 years, Aguttes has specialized in estate inventories, heritage inventories and property estimates within the context of inheritance.  Our experienced auctioneers, supported by experts and specialists from the 19 departments of our auction house, make estimates in all the following areas: Antique paintings & drawings, furniture & art objects, design, post-war & contemporary art, Impressionist & modern art, books & ancient manuscripts, fine wines & spirits, vintage automobiles, jewelry & fine pearls, Asian arts and painters, pop culture & memorabilia, musical instruments & bows to sports items. 
Each of our experts puts their know-how, market knowledge and experience at your service in order to make accurate, consistent estimates that are adapted to the issues related to assets, tax and inheritance. 

The importance of inventory for estate taxation and inheritance tax

An estate inventory and its valuation have direct consequences on inheritance taxation, inheritance taxes, insurance or the calculation of capital gains.  It is essential to rely on the expertise of experienced and recognized professionals.  

A transparent and tailored support

Thanks to its multi-specialty approach and tailor-made support, the Aguttes firm is able to anticipate a succession as well as manage the complete inventory of assets in the context of an inheritance or a sharing. Transparency is key in the process and it is particularly dear to us because it is a sign of trust. This is important in any relationship, whether or not it is transactional, but it is particularly important with regard to the emotional dimension that often involves the exercise of inventory and the valuation of assets as part of an inheritance. 

Estate inventory, taxation, insurance, and wealth 

Securing legal, fiscal, and insurance issues

A precise heritage inventory makes it possible to secure the legal, tax and insurance issues related to an estate, inheritance or transfer of wealth.  It facilitates the work of the notary, ensures a consistent assessment of assets and allows to address tax issues with confidence. 

In which cases should we carry out a heritage inventory?

- To anticipate a transfer of assets or a donation 
- To organize a division between heirs as part of an inheritance
- To carry out an inventory after death
- To evaluate works of art, jewelry, antique furniture or collectibles as part of an insurance policy
- To manage the estate of a third party

Aguttes offers a complete, confidential and personalized support service. 

Value the assets resulting from an estate 

After an estate inventory, several solutions can be considered to enhance the movable heritage and valuable objects.

The objects and works inventoried may be dispersed in the frame: 
- From an auction
- From a private sale
- From a over-the-counter transaction 
This tailor-made approach makes it possible to adapt each sales strategy to the wealth, family and tax situation of each client. 

Custom-made service for inheritance and heritage inventories 

An inheritance or a heritage sharing often raises significant emotional, family and organizational issues. That is why Aguttes offers you a local service combining speed of execution and absolute discretion.  

Estate valuation & wealth assessment throughout France 

Through its regional offices, Aguttes operates throughout France to support individuals, families, notaries and heritage professionals. 
Present in Paris, Neuilly-sur-Seine as well as in the North, East, West and South regions, the company puts its expertise closer to its customers to ensure proximity, speed of intervention and quality of service. 

Aguttes: the reference for your successions, inventories and heritage advice

Choosing Aguttes means benefiting: 
- With recognized expertise
- From a multi-specialty approach
- Perfect command of tax and inheritance issues
- Human and tailor-made support
- From a reliable estimate 

Make an appointment 

You want to carry out an estate inventory, obtain an estimate heritage or be accompanied as part of a transfer of assets? Aguttes auctioneers and specialists accompany you throughout France to assess, inventory and value your property in complete confidentiality. 

inventaire@aguttes.com 
+33 147380787