Advisors reviewing an estate on a laptop

EstateIQ

Give Yourself the Gift of Clarity

A smarter way to understand, organize, and responsibly manage what you own.

Start Your Estate

How it works

Five steps from uncertainty to a decision.

01
Profile
Tell us about the individual, estate, and your goals.
02
Inventory
We either come to you or you upload what you have.
03
Document
EstateIQ creates structured digital records for your assets.
04
Match
ExhibitIQ identifies relevant disposition channels and potential buyers or recipients.
05
Decide
You determine what happens next.

Two ways to get started

Choose the engagement that fits your estate.

Whether we come to you or you upload what you have, every engagement ends with the same thing: a clear, structured record and a considered plan for every asset.

Full Service

We Come to You.

ExhibitIQ comes to you anywhere in North America. We photograph, inventory, document, organize, and structure your estate directly within EstateIQ.

1–3 day engagements

5-hour working days

Anywhere in North America

Starting at$12,500

Includes 2 days on site · Additional days $3,250/day

Includes

Up to 2 days on site
Professional imaging
Asset identification and inventory
Digital asset records
EstateIQ technology
2 EstateIQ seats
Collection organization
Disposition analysis
Estate and legacy planning
Dedicated disposition channels
Buyer matchmaking
Private sale opportunities
Digital marketplace opportunities
Tax disposition opportunities
Charitable donation opportunities
Legacy / family transfer pathways
Digital estate report
Follow-up consultation

Schedule Full Service

No separate travel quote — travel and logistics are built into the booking.

Estate Agent

You Upload. We Determine What Comes Next.

Estate Agent gives individuals and families access to EstateIQ, ExhibitIQ's technology and disposition infrastructure, without an on-site engagement.

Upload photographs and basic inventory information. EstateIQ organizes the assets, establishes the digital record, and identifies the appropriate pathways for each asset.

You don't need to know what something is worth.
You simply need to tell us what you have.

Your EstateIQ seat includes

Estate profile
Guided inventory intake
Asset records
Image and document upload
Collection organization
Disposition intelligence
EstateIQ dashboard
Disposition recommendations
Digital estate report
Ongoing access to your estate records
Dedicated disposition channels
Buyer matchmaking

Start Estate Agent

A few quick questions, then your engagement price. Includes one EstateIQ seat.

A couple walking together through an autumn estate path

Disposition channels

Every asset gets a considered pathway.

ExhibitIQ evaluates each asset against dedicated channels and surfaces the ones worth pursuing — you decide which to act on.

Private Sale

Match qualifying assets with potential private buyers through dedicated channels.

Digital Marketplace

Identify and prepare appropriate assets for digital marketplace listing.

Tax Disposition

Identify assets that may warrant consideration for charitable or tax-related disposition and connect them to the appropriate pathway.

Charitable Donation

Identify potential museum, institutional, nonprofit, or charitable recipients.

Legacy

Identify assets that may warrant preservation or transfer within the family.

Estate Sale

Identify assets appropriate for coordinated estate-sale disposition.

Hold / Document

Identify assets that should be retained, researched, authenticated, appraised, or further documented before disposition.

You Don't Have to Know What You Own.

You just need to start.

Give yourself the gift of clarity.

Start Your Estate Schedule Full Service

Questions? Talk to the ExhibitIQ team.