PP164 Comprehensive Strategies for Home Content: From Room-by-Room Inventory to Specialist Consultation

Webinar Description

Join us for an engaging and comprehensive webinar that will walk you through appraising household items with precision and confidence. Learn the key steps to accurately appraise diverse household items (including hidden fixtures and valuable built-ins) with a room-by-room approach that leaves no item overlooked. Discover how to effectively categorize items into “Good, Better, Best” and gain insider knowledge on IRS requirements and best practices for seamless documentation.

Our expert presenter will also share invaluable tips on when to bring in other appraisal specialists for high-value items like antiques, firearms, and artwork—and how to collaborate with other professionals to ensure the most accurate appraisals. 

Webinar Audience

This webinar is designed for individuals working in general household contents or specialized fields such as fine art, rugs, jewelry, firearms, and books, who wish to improve their organizational methods and build stronger professional collaborations. It is also suited for those responsible for managing large estates with a variety of property types, who need guidance on conducting detailed and systematic inventories.

Continuing Education (CE) Information

This webinar will award 1.2 CE hours.

Webinar Agenda

  1. Introduction to Comprehensive Home Content Appraisal
  2. Room-by-Room Inventory Methodology
    Starting Point: Wall to Center Inventory
    Capturing All Details
  3. Categorizing Items: Good, Better, Best
    Good Items
    Better Items
    Best Items
    Practical Tips
  4. Recognizing the Limits of Your Expertise
    Knowing When to Seek Help
    Common Categories Requiring Specialist Expertise
    Collaborating with ASA Colleagues
    Compensating Specialists for Their Time
  5. Preparing Information for Specialist Consultation
    Minimum Required Information
    Case Studies
  6.  Q&A and Interactive Discussion
  7. Conclusion

Learning Outcomes

Upon completion of this webinar, participants will be able to:

  • Identify room-by-room inventory methodology
  • Organize items into good, better, or best categories
  • Recognize the limits of their expertise
  • Prepare information for specialist consultation

Genice Lee

Harvest Estate and Appraisal Services

Genice Lee works as an appraiser, consultant and speaker.  She has a BA in Japan Regional Studies from the University of Washington and an MA in International Communications from The American University. In addition, she has a certificate of Appraisal Studies in Fine and Decorative Arts from The George Washington University and a certificate in the History of Western Art from the Smithsonian Resident Associate Program. She is an Accredited Senior Appraiser with the American Society of Appraisers and her designation is residential contents.

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Webinar Recording
Select the "View On-Demand Recording" button to begin.  |  60 minutes  |   Closed captions available
Select the "View On-Demand Recording" button to begin.  |  60 minutes  |   Closed captions available
PP164 Course Certificate
1.20 CE credits  |  Certificate available
1.20 CE credits  |  Certificate available Open certificate for the option to print.