For inherited & downsizing collections

A calmer way to sort what matters.

When a home is full of memories, the hardest part is knowing where to begin. Start with your phone, not a spreadsheet: photograph belongings in HaloVault, then keep every room and family decision organized in Estate Vault.

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Estate project Mom's house

Sorting

4 rooms 38 items 6 to review

Study · Collectibles Bo Jackson card

Family reviewKeep

Living room Side table

Needs review

Family view ready
Share only when you choose

Start with your phoneNo spreadsheet needed

Move room by roomOne manageable step at a time

Keep decisions togetherLess confusion for the family

Begin without knowing every answer

You do not need to know what everything is.

Start by creating a project. Use HaloVault's Add screen for photos, then attach each item to the right room as you work through the home. The goal is a useful shared picture of what is there—not a perfect catalog on day one.

Organize now. Decide later. An item can stay in “needs review” until your family is ready.

Inherited collection

Make the first pass feel possible.

Group belongings by room, record what you find, and flag anything that needs another opinion.

Downsizing a home

See what is staying and what is moving on.

Keep a visible plan for family pickup, sale, donation, recycling, or return.

More than trading cards

One project for the whole collection.

Estate Vault uses HaloVault's general inventory, so the record can include everyday belongings and special pieces together.

Collectibles & memorabilia

Cards, signed pieces, keepsakes, toys, and the collections someone cared about.

Electronics & household items

Small appliances, equipment, tools, décor, and ordinary things that still need a decision.

Books, records & media

Boxed collections and shelves that are easier to understand when they stay grouped.

Jewelry, art & keepsakes

Personal pieces that may need family context, notes, documents, or a careful next step.

Furniture & room contents

Track larger belongings by their location so the room itself becomes the organizing map.

Receipts & project documents

Keep relevant receipts, invoices, donation records, and other project files with the work.

A simple three-step path

From a full room to a clear plan.

1
Photograph & organize

Photograph items in HaloVault, then add them to the estate project room by room with any notes.
2
Review together

Invite family by private link when you are ready. They can review visible items, leave comments, and request meaningful pieces.
3
Record each decision

Route items to keep, family pickup, sale, donation, recycling, hauling, or return—and keep the outcome with the project.

Built for family trust

Your family. Your record. Your decisions.

Estate projects require a HaloVault sign-in. If you choose to use the family view, it is shared by a private project link and can be turned off. Uploaded estate documents are limited to authorized members of the vault.

A clearer decision trail. Family requests, notes, item outcomes, and project reports make it easier to understand what happened later.

Share the family view only when your project is ready
Keep family requests and comments with the item
Download a project report when you need a clear record

HaloVault helps organize information and decisions. It does not provide legal, tax, appraisal, or estate-sale advice.

One room is enough for today

You do not have to solve the whole house at once.

Create a free HaloVault account, open your first estate project, and take the next clear step.

Start your Estate Vault free Open Estate Vault

No credit card required to begin.