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My Family Wants Me to Tell My Stories. Help!

Reading time: 3 minutes 

Feeling pressured to tell your life stories?

Has a loved one given you a questionnaire about your life that feels like another to-do?

Are you receiving tips on how to to “express yourself” or make your stories “entertaining," "thoughtful," or "compelling" and don’t really know where to begin?

(Are you the one creating the pressure?! Keep reading. Today's article is also for you!)

The Story Burden: What Is It?

Maybe you're not a great writer, maybe you don't want to commit the time, or maybe you don't think you have good stories to tell. But "they" are asking you to write your stories anyway and maybe even throwing money at it via well-intentioned gifts to encourage you. That is what we call the "story burden."

We know the pressure comes from a heartfelt place. Our friends and family may think we and our stories are worth preserving and sharing. And the storytelling industry wants to help us structure our stories to capture people’s attention in an increasingly distracted world.

At the same time, these story pressures can snowball and become a giant turnoff. The well-intentioned tips, classes, and frameworks may backfire and prevent us from making progress. And progress, not perfection, is what matters, just as much as what “they” want. Right?

Name Your Own Story Goal

You can't get there, if you don't know where you're going. What is your goal in recording your stories in one way or another? Perhaps your goal looks like one of these:

      • Private, diary-like reflections that maybe you'll share one day with a chosen few
      • Recording bits of your personal and family history to share your knowledge with your loved ones
      • Capturing moments and memories that made you and others smile before the details slip away. Could make up the pieces to a great memoir one day!

No matter your goal, consider the strategies we've gathered below to see if any will help you make progress without that burden stories can create.

 
Time-Tested Story Capture Strategies

STORY PROMPT BOOKS AND CHECKLISTS

Lacking inspiration, a jumping off point? Download a free checklist of interview questions. A great question source is the independent non-profit StoryCorps (check out the podcast, too) and it's free collection of life story questions aross 17 categories. Or you could purchase a story prompt book like this one to work through at your pace. These resources will avoid set schedules and fixed costs so you don't have to worry if you fall out of sync with their pace or wonder if you're getting good value for your money. It's a free or a one-time fee!

If you're motivated by, let's say, a treat now and then, you could even eat your way to stories. Our co-founder Ellen loves good old-fashion soft caramels and was shocked how game her family was to answer the questions wrapped around each of these caramels during the holidays. Talk about low pressure! 

SUBSCRIPTION STORY SERVICES

Need more motivation? Subscription services like Storyworth can send you regular prompts and by answering them in a timely fashion, by yearend, you’ll have enough fodder to complete and purchase your responses in a book format. For additional fees, you can even add color photos, additional pages, and special covers.

SUPPORT FROM A PRO!

Not happening without human intervention? Hire a life story pro to interview you and write your story. Whether a short 30-minute session to scratch the surface or a full life story multi-month endeavor, you can find an option to fit your goals and budget and remove the pressure from you to pull it all together. There are an abundance of companies that will do this and range greatly in price from $150/hour to a few thousand for a limited scope to $10k-15k and more for multi-month in-person biographies of the highest quality.

Bite-Sized Stories with Artifcts 

We heard a lot about the story burden as we began the research for what became Artifcts. We knew we had to do better and create something innovative that would avoid the story pressure while integrating the best of the tried and tested techniques of story telling AND sharing.

What's remarkable about every Artifct you create is the simple choice as to WHAT you Artifct already speaks volumes. The "story" becomes a bonus, a bonus that can be one simple word—e.g. Dad’s—or a 5,000+ word story.

Colorful floral pattern on dark background tea tin

At Artifcts, you can proceed at your own pace. You won't lose the value of the book you never completed if you don't finish by the end of the year. An Artifct a day, Tuesday evenings with Artifcts, weekend pick me up, seasonal themes, or work your way through one of our amazing checklists inspired by the Arti Community ... whatever works. for. you! No deadline, no quota to meet. 

What's remarkable about every Artifct you create is the simple choice as to WHAT you Artifct already speaks volumes.

We love that Artifcts are also easily shareable to someone who may be assisting you with family history research, writing a memoir, or creating a family videography, saving you countless hours searching for, sharing, and annotating the materials when you’re ready to take that next step. We have great Allies in ‘Stuff’ who can support you and have many more in our “rolodex” if memoirs and personal or family videographies and genealogies are on your mind. Reach out. We’re happy to help: Editor@Artifcts.com

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© 2024 Artifcts, Inc. All Rights Reserved.

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#HabitChange: Rescue and Preserve Those Memories!

Reading time: 3 minutes 

This is something like a public service announcement based on a eureka moment I had one weekend back in November. I have a new rescue plan for my online memories! 

I was checking my email accounts—you know, the “real” one and the “shopping” one—and two messages back-to-back caught my attention. One was from Shutterfly with a “Your memories from this week 13 years ago,” subject. The other was “Your memories on Facebook,” featuring one of my posts from this day in 2015. 

I am all for solid habits and routines keeping my life sane. Now I have a new one: When I get these reminders, I will pause and ask myself, “Is this a memory worth rescuing?”  

If yes, I will Artifct that.  

If you care about your memories, use a product designed for that purpose 

Social media and photobook builders do not want to make it easy to download and use your content elsewhere, search quickly, or even keep your privacy at the forefront. They have one function – communication and sharing with your “people,” whomever they may be. And why would they do otherwise? They deliver on exactly what they are designed for! 

The same goes for single purpose apps. Really, you are only going to capture your voice your loved one’s voice? Why would I invest time and money in that when I could have so much more in the same or less time with Artifcts? 

It’s okay to want and expect more 

We have evolved in the digital world and can now help you to capture, preserve, and share your memories and reap other benefits, too! 

While at Artifcts we often argue a picture is not worth 1,000 words if you don’t know the story and you don’t know the person is, we can bend those rules. Take this example. 

Which is better?

Option 1: Compressed pics with a few details. 

Or

Option 2: The full story with audio and video, too? 

(P.S. The friend in question refuses to use social media, so it’s impossible to share this memory with her there, only trapped in random text messages or emails to be buried and lost!) 

At Artifcts that’s exactly what we do for our members. Bring your entire memory together where it’s still easy to share, never compressed, always searchable and downloadable in a human friendly format, and has still MORE benefits, supporting move, insurance, and estate planning being just three. 

Now, if you are going to put this plan into action, too, I want to warn you about a hiccup when it comes to Facebook: the photos you posted, Facebook has compressed. Truth is that nine times out of 10 I don’t care and can just download the image(s) from Facebook and use it the Artifct. If I do care, I can grab the original photo from my digital storage and add that to the Artifct later. 

And if you wonder, yes, I used the text I posted on Facebook to quickly create the Artifct. I went back the next day to edit the Artifct and add more to the story that I remembered but hadn’t wanted to share on Facebook. A win for memories! 

____________________

You may also enjoy our past #HabitChange ARTIcles:

We're Talking #HabitChange in the New Year

#HabitChange: Back to School Edition

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© 2024 Artifcts, Inc. All Rights Reserved.

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Telling My Story Without the Pressure of a Memoir

Reading time: 4 minutes 

Many of us feel overwhelmed by the prospect of telling our stories never mind authoring a memoir. One. More. Thing. To do. And, "How do I even get started?”  

Companies exist that will send you daily and weekly prompts to help; some will even call you. You answer a question at a time until you get to some state of "done." This is a solid, time-tested strategy for any of life’s larger tasks, breaking it down into something smaller.  

Those question-by-question approaches are not for everyone. You may feel pestered as well as stressed if you “get behind.” And not all of us are great with open-ended questions that lack true personalization.  

Another option is to work with a professional writer. No, not someone you meet for 30 or 60 minutes and with their notes they write or record your life story. Really? That’s a neat trick. If only life were so simple.  

We’re talking about the professionals like with LifeBook Memoirs, whose work is a true art, a physical family heirloom, and a gift. The level of care, privacy, and personalization to your needs, coupled with the product they print makes anyone a believer in the power of a memoir. 

But what if you want are not yet ready to plunge into the time and cost of a memoir and still want to privately make progress on your own? That's what we're talking about here today.

The Artifcts Approach to Writing Your Story, Your Memoir 

I’ve been telling my story through travel mementos, collections, books, photos and more, slowly but surely through my Artifcts. No outline. No grand scheme. As I come across or receive something that inspires me, I Artifct it.  

I'll use one of my most recent Artifcts as a simple example. I took my 13-year-old daughter to see the Broadway show Six. She loves choir and drama, and yet she couldn’t have been less excited in the days leading up to the show. I stayed quiet (which if you know me is quite a feat) and waited. The lights dimmed, the six wives and the all-female band took the stage. And ... magic! 

My daughter was enthralled, smiling, and shooting looks at me that said, “Wow!” After the show she told me it was even better than Hamilton. Never could I ever have imagined anything would outshine Hamilton in her eyes.  

When we got home, I Artifcted the physical playbill, the digital one with the six wives’ signatures, and a pic of my daughter at the theatre. Why? I’m not going to keep that playbill, but I am going to keep the memory of that day for always, for her, for me. 

Artifct of Broadway musical Six from Egoody

 
 
Fun fact: When I later searched Artifcts to pull up my Artifct, I found a second Artifct for Six. I had forgotten that my co-founder took her daughter to Six, too. Don’t you love uncovering surprise connections? 

The Best of Social Media, Meets the Best of Artifcts 

I always tell people that when we built Artifcts, all the social media giants were on Capitol Hill defending themselves and their policies. We had the opportunity to build something better. So, I’ve been privately Artifcting the big little moments in my life through the objects I collect without the pressure of view counts and follows. 

Then one day about two years into Artifcts, a genealogist challenged me to show how Artifcts could easily help someone to tell their life story. Apparently this is the holy grail of the genealogy world. I eagerly accepted that challenge and gave myself 10 minutes to complete it. 

How? Like Lewis Carroll’s Alice's Adventures in Wonderland, I began at the beginning, using the Artifcts I had already created to tell my story in full color (and with audio, video, and supporting documentation, too).  

      1. Created a new Artifct 
      2. Titled it. I was literal, “My Life Story.” 
      3. Picked a category. I used “Life Moments: Other Life Moments.” 
      4. Filled in the story. Within the 10 minutes, I wrote an 1,100-word story that included approximately 40 Artifcts via @ mentions and wove in each of my family members, key friends and other loved ones with @ mentions, too, giving them instant ‘View’ access to my story.
      5. Added documentation. Totally optional, but in this case I chose to privately attach my birth and marriage certificates. 
      6. Tagged it. #LifeStory and #Genealogy made sense to me for single-click sorting to see other Artifcts with the same tags in the future. 

 

 
 
 
This 2.5 minute video shows you the @ feature in action.

Imagine the surprise of the genealogist who challenged me when I privately shared the Artifct with her and it was not just a story, but a multi-media surprise of layered stories about myself, my loved ones, the places of been, and the experiences I have accumulated, aka life!

The text of an Artifct blurred out for privacy but showing the title and names of linked Artifcts within the text

 
 
The green text represents the linked Artifcts that are sprinkled throughout my "life story" Artifct.
 
 
Don’t have 40 Artifcts? You could tell your story in 5 Artifcts, 30, or 100s. Artifcts you don’t weave into your story will always be one click away in your Artifcts collection for the full-er story! 

How Will You Write and Share Your Life Story? 

Artifcts is a gift. The reality is that if I were no longer here tomorrow, my family would know me and remember me with support from my Artifcts. No life story required.  

The life story Artifct I created is simple to create and a powerful, one-stop opportunity to hear the story from my perspective. And, best yet I can go in and edit and add to it any time I want. My story is not done. My perspective may yet shift, even on the way I see the past changes. And, who knows, one day my Artifcts may be the perfect fodder for LifeBook Memoirs to help me write my memoir. 

No matter how you choose to tell your stories, we beg you:

      • Create a digital backup. And make sure your loved ones know your story exists and how to get to it and ALL the supporting materials (photos, documents etc.) that went into it.
      • Do not let perfection or some idea that your stories don’t matter stand in your way. There’s no one “youer” than you!

We promise you it’s the big little details in life that everyone loves you for and wants to remember you for, too.

______________

You may also enjoy these ARTIcles by Artifcts:

Not Sure What to Write? Tips From Author Jeff Greenwald

The Value of Cherished Objects in Our Life Stories

Timelines Have Arrived at Artifcts!

A Family History in Five Artifcts

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© 2023 Artifcts, Inc. All Rights Reserved.

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Evenings with Artifcts Kicks Off October 18

It's that time again! Evenings with Artifcts is back with an all-new five-part series this fall. What topics are on the docket this time around? Telling your story, a culinary lens to women's history, photography tips, and panels to answer all your questions on organization and more will be streaming into your home!

Be sure to RSVP for the events each week for our new series. You're welcome to share with friends, family, and others you meet. The more the merrier!

If you missed any of our past Evenings with Artifcts, catch up now!

 
 
 
 

THE FALL 2023 ROUNDUP

Bob Jordan joins Evenings with Artifcts

Week 1: Bob Jordan (@NUZMAN9)

Former television news anchor; professional videographer at Video Family Biographies

FAMILY HISTORY, STORYTELLING, LEGACY

 

Related content: 

- Watch the replay on YouTube ->

- Interested in storytelling tips for your Artifcts? Check out this ARTIcles story.

Gena Philibert-Ortega joins Evenings with Artifcts

Week 2: Gena Philibert-Ortega (@GENAORTEGA)

Author, researcher, and instructor whose focus is family, food, and social history + material culture

WOMENS HISTORY, FOOD HISTORY, MATERIAL CULTURE

 

Related content: 

- Eager for more? Check out Gena's book: From the Family Kitchen: Discover Your Food Heritage and Preserve Favorite Recipes

- Artifct all things culinary with help from our culinary checklist and "How to Artifct Recipes

- Watch the replay on YouTube ->

Linda Pordon joins Evenings with Artifcts

Week 3: Linda Pordon (@LINDAP)

Interiors and brand photographer

PHOTOGRAPHY, DESIGN, STORYTELLING

 

Related content: 

- ARTIcles by Artifcts: Three Tips for Elevating Yout At-Home Photography

- Artifcts Inspirational Checklists: Photographs

- Watch the replay on YouTube ->

Organizing for the Holidays on Evenings with Artifcts

Week 4: Professional Panelists Talk Organizing & the Holidays

Interior design, organizing, and paper declutter

ORGANIZE, DECLUTTER, STRESS MANAGEMENT

 

Related content: 

- ARTIcles by Artifcts: Decluttering Targets in Your Home

- Artifcts Inspirational Checklists: Decluttering

- When the avalanche of catalogs hits, save the back cover, then unsubscribe here.

- Watch the replay on YouTube ->

Surviving Downsizing on Evenings with Artifcts

Week 5: Survival Tips from a Serial Downsizer (@MATT)

Father, world traveler, and serial downsizer

DOWNSIZE, ORGANIZE, DECLUTTER

 

Related content: 

- ARTIcles by Artifcts, including: The True Story of One Man's Triumph Over 'Stuff'

- Artifcts Inspirational Checklists: Decluttering

- Watch the replay on YouTube ->

If you'd like to suggest a topic or speaker for future events, share with us at Editor@Artifcts.com.

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© 2023 Artifcts, Inc. All Rights Reserved.

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How Well-Managed Is Your Family History Estate? 

We’ve all seen recent media articles of Baby Boomers confronting how their possessions should be handled after they’ve died. While the topics of “Swedish death cleaning” and “tidying up” are at the forefront, few articles discuss how “family history” should be passed on, too, so that it contributes to a family’s legacy. 

Even if you haven’t self-published a family history book, researched your roots for years, or even built a family tree, you’ve likely been a “steward” for at least some stories, heirlooms, and “stuff.” 

Family Keeper vs. Family Steward 

There is a big difference between a “keeper” of a family’s history and a “steward” of items which make up that history. Different mindsets seem to govern how each person approaches their possessions.  

A keeper often has a protective sense of ownership of items and sometimes becomes defensive when asked to share them. You may have encountered an aunt or an uncle who is sitting on family photo albums, boxes of heirlooms, etc. They tend to treat these items as “holy relics” and have a wealth of stories to go along with each item. And when you ask them how they plan to pass those items on to someone else in the family, often they evade the topic or are at a loss for words (and plans). 

A steward takes a very different approach, like someone tending a garden. Not only have they taken the time to preserve photos and heirlooms against damage and loss, but they’ve also documented the stories that bring those items to life in fixed form, not just in your memory. And after years of cultivating that family history “garden,” they are willing to pass the items to a younger generation of stewards who can continue to preserve the family’s legacy. 

Cultivating Your Family History Garden 

Going from keeper to steward can be challenging. Here are some tips and tricks on making that journey:

  • Take a deep breath. If you are in possession of years of photos and other family items, start with small mini-projects to avoid becoming overwhelmed. This could mean simply sorting photos from slides and negatives. The next project would then be to decide what gets scanned and how to scan them. Then move on to the next project, and the next project, and so on. 
  • Create a stewardship plan. If you find yourself jumping from project to project without making any progress, create a simple plan. Name the task, write a short description, enter a start date and desired end date. Add a notes section so that if you do jump to a new project without finishing the current one, you note where you left off. 

Use Artifcts timeline time period notes to support research planning

  • Set priorities. Some stewards will “rank” their projects using a “1, 2, 3” method. A 1 signifies high priority projects such as interviewing the oldest relatives in the family. Use a 2 for medium priority projects such as documenting family stories and getting them in a fixed format. And finally, 3 is for low priority projects such as file renaming of scanned photos. 

 
 
About those oldest relatives, legendary television news anchor Bob Jordan agrees. Watch this snippet. The complete discussion from Evenings with Artifcts with Bob is available here.
  • Leverage technology. Today many tools are available to assist with completing those family history projects, and it can be difficult to determine which tools are the best. Look for tools that help you document family stories and heirlooms—like Artifcts—and allow you to share that process and results with other family members.  

Artifcts can help you build a virtual “family history library” that is easy to pass on to others in the family. Consider using the QR code available for each Artifct you create and place it on or near an heirloom. The next time family members visit, sit back, and wait for the younger ones to scan the code with their mobile device to learn more about that heirloom. I also recommend printing the QR code for your entire Artifcts collection and including it with your important documents, like your will, deeds, and insurance policies. 

Tip from Artifcts - Use the In the future field for decisions on disposition of assets

Conclusion

We all want to be good caretakers of our family history, but the mere idea of passing away can cause the work of stewardship to be delayed. Remember, you don’t have to go it alone. There are so many products, tools, and services that can help you go from keeper to steward.  

And there’s no reason why you can’t involve the younger generation NOW rather than waiting until it is too late. Create a series of family projects using Artifcts to document family heirlooms and to share their stories so those precious items finally have a voice and can be heard. 

______________

If family history and genealogy are on your mind, we have additional ARTIcles by Artifcts that might interest you!

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© 2023 Artifcts, Inc. All Rights Reserved.

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Everything You Wanted to Know About Appraisals, But Were Afraid to Ask

Reading time: 12 minutes

In honor of National Estate Planning Week, we thought we’d take a deep dive into the world of appraisals with an Ask Me Anything with our dear friend, colleague, and Ally of Stuff, Sarah Reeder, Founder of Artifactual History Appraisal.

In addition to being an expert on ‘stuff,’ and specifically the value of ‘stuff,’ Sarah is also author of the book Ray Eames in 1930s New York, co-editor of Worthwhile Magazine™ and co-creator of The Art Elevator Collector’s Club. Read on to learn more about what she does as an appraiser, when to contact an appraiser, and even those questions we all want to ask (but may be afraid to!) such as what the difference between an appraisal and a valuation is.

For our members who are new to the appraisal process, how would you sum up what you do?

Reeder: I like to think of what I do as being part lawyer, part accountant, and sometimes even part therapist! It might surprise some people, but appraisals are nothing like what you see on TV. My work entails numerous hours of research, the preparation of legal documents, and meeting meticulous professional requirements for appraising items to establish a value in a specific level of the market on a specific day (called the effective date) for a specific intended use. (We’ll come back to that later!)

Appraisals are nothing like what you see on TV...

The work appraisers do is a very specialized type of professional service akin to an attorney or an accountant that requires a lot of time and focused research, so the very quick and informal “off-the-cuff” depictions of appraising we all see on television have edited out the lengthy preparation (because it would be pretty boring to watch!) that goes into those short segments we see. But I wish it was more widely known that there is so much more work that goes into appraising than the 2-minute clips we see onscreen.

The therapist part sometimes comes into play because as you know so well here at Artifcts, objects can hold powerful memories and inspire strong emotions, totally independent from what their monetary value might be. Sometimes it’s a delicate conversation when the “heart value” and financial value are not aligned, and that is where I rely on market data and research to help individuals understand the current market conditions and corresponding value of the item. I always emphasize that market conditions should not diminish the positive sentimental associations they have with an item—they just happen to be the lens that appraisers must use in our professional work.

So, getting down to the nitty gritty, can you walk us through a typical day?

Reeder: There is no one typical day. That is one of the many things I love about being an appraiser, you never know what you’ll be working on next! There are two types of appraisals I spend most of my time on insurance appraisals and estate appraisals. And yes, they are different!

When I am working on an insurance appraisal, I am creating a legal document that will protect you and your items in the event of damage or loss. These appraisals are for the retail replacement value of the object and in doing so, pins that object and that value in time. That specific moment in time is called the effective date of the appraisal, and all appraisals have effective dates.

The effective date of appraisal is so important in all appraisal report intended uses, because it provides critical context for the numerical appraised value. The markets for art and antiques are always changing, much like the stock market we are more commonly familiar with, so the appraised values need to be contextualized to a specific day, because on the day before or the day after market conditions may have been different. For insurance appraisal reports, the effective date is typically the day I inspect the items in person as it establishes the condition I witnessed on that day.

The markets for art and antiques are always changing, much like the stock market...

When working on these types of appraisals, I spend a lot of time researching the object, documenting it with photos and a detailed description, cataloging it with a standardized format that will allow future users of the appraisal report to know the characteristics of the appraised item, researching the specific level of the market for similar items for the appraisal report’s intended use, and then developing an appraised value based on all the above.

In the case of insurance appraisals, the appraised value is generally the replacement value of the object (i.e. what would it cost to acquire the same exact or very similar object in a short period of time from a retail dealer). For example, if I am appraising a painting by a particular artist for insurance purposes, I’m going to identify which galleries represent that artist or sell paintings by that artist, and then compare their available inventory and pricing (which often is not publicly available and requires outreach to the galleries) to the appraised painting in terms of subject, size, condition, era of the artist’s career, and other factors.

Based on the current retail data I can obtain, I then make adjustments up or down if needed relative to the appraised painting, and document all relevant research for my appraisal client workfile, which I am legally required to keep for a minimum of 5 years. The final number after the specific adjustments from the comparable records accounting for differences from the appraised item is the appraised retail replacement value. So it’s all a lot more complicated and research-intensive than what the public typically sees in popular depictions of appraisers on television.

Insurance appraisals are very different from estate appraisals. Estate appraisals are not used for insurance coverage.  Estate appraisals are prepared at fair market value and are required in some situations to be filed with the federal government or relevant state and local governments for estate tax filing. The legal professional handling an estate is the one who determines whether this is required in specific estate situations.

While insurance appraisals are typically prepared at retail replacement value, estate appraisals are prepared at fair market value, which is often quite a bit lower. The United States government defines fair market value as

"The price at which the property would change hands between a willing buyer and a willing seller, neither being under any compulsion to buy or to sell and both having reasonable knowledge of relevant facts." According to Technical Advisory Memorandum 9235005 [May 27, 1992], fair market value should include the buyer's premium. [Source: Treasury Regulations Section 20.2031-1 (b).]

For estate appraisal reports, the effective date is typically at the time of the death of the deceased. This is very different than with insurance appraisals as it could take an executor months and months to close out an estate and yet the value is still pegged to the date of death. There is something called the “alternate effective date” which is 6 months after the date of death, which the estate can elect to use if the market has changed significantly in that time period. I always like to confirm which effective date the estate is using as this is a critical factor in guiding my valuation research.

Can you tell us a bit about the tools of your trade? What do you take with you when you visit someone’s home to start an appraisal?

Reeder: I always like to take a good camera with me for capturing documentary photos, a tape measure so I can obtain the dimensions of artworks and the other items I am appraising, a clipboard and paper so I can take notes on-site that will later be expanded with research back in my office, a blacklight for examining artwork for inpainting and other restorations, a jeweler’s loupe for studying silver marks and other small details, and a flashlight for studying artist signatures and providing additional ambient lighting for my photographs in dark locations. I carry multiple flashlights and measuring tapes with me so if one breaks while I am on-site, I have a backup available to be able to continue working.

I have to make sure I capture all the precise details that make your object unique. If it is artwork, is there an artist signature? Any blemishes or marks? Water or sun damage? All of these things are important to ascertain the value of an object, and I need to be able to document them while onsite.

 

Worn leather bag used for appraisalsSarah's trusty go-everywhere appraisal bag full of her tools of the trade. 

Some people, and I admit, I was one of them at the beginning, may not know the difference between valuation services and an appraisal. Could you help explain what makes the two different?

Reeder: Sure! The Uniform Standards of Professional Appraisal Practice (USPAP) define valuation services as:

“A service pertaining to an aspect of property value, regardless of the type of service and whether it is performed by appraisers or by others.”

An appraisal is defined by USPAP as:

"(noun) the act or process of developing an opinion of value; an opinion of value. 
(adjective) of or pertaining to appraising and related functions such as appraisal practice or appraisal services.
Comment: An appraisal is numerically expressed as a specific amount, as a range of numbers, or as a relationship (e.g., not more than, not less than) to a previous value opinion or numerical benchmark (e.g., assessed value, collateral value).” 

In terms of the general popular context of these two words outside of their specific USPAP definitions, a valuation is typically more closely associated with ballpark estimates and not with a legal document. Think of it as something that will get you basic guidance, such as getting an approximate sense if an inherited collection is simply sentimental and has no monetary value, or conversely, if it might have significant monetary value.

A valuation is typically more closely associated with ballpark estimates ...

Appraisals are legal documents.  A verbal ballpark numerical range cannot be used in court to settle an estate, with the IRS to document tangible assets for tax purposes, or with an insurer to document items for an insurance policy. USPAP-compliant written appraisal reports are needed for those intended uses.

Are there any red flags our members should watch out for when looking to hire an appraiser?

Reeder: One of my personal red flags is if the appraiser essentially says, “I will tell you how much it is worth and then purchase it from you.” There is a major conflict of interest there, and their interest may not be in your best interest.

Another major red flag is if an appraiser is not USPAP-compliant. USPAP is a very important professional and ethical standard regulating appraisers to help protect users of appraisal services.

It’s always best to look for an independent appraiser who is USPAP-compliant, and ideally is also a member of one of the professional associations for appraisers such as the Appraisers Association of America (AAA), the International Society of Appraisers (ISA), or the American Society of Appraisers (ASA). I am a Certified Member of the Appraisers Association of America and a Certified Member of the International Society of Appraisers.

You also want to make sure that any appraiser you hire has expertise in YOUR object(s). A jewelry appraiser may be great for your jewelry collection, but not your collection of mid-century modern furniture and vice versa. In USPAP, this is called the “Competency Rule”—basically, is this appraiser competent to appraise your items? If they aren’t, they shouldn’t do it.

You also want to make sure that any appraiser you hire has expertise in YOUR object(s)...

When should people hire an appraiser? Are there any life transitions that may necessitate an appraiser?

Reeder: Life transitions are a great time to take stock of what you have and what’s it worth. Some common life transitions where it can be useful to engage an appraiser are:

      • If you have inherited potentially valuable items such as artwork. An appraiser can provide expert guidance on their value and prepare an insurance appraisal report so they can be scheduled and protected with your insurance company.
      • If you plan on moving it can be very helpful to have valuable items appraised for insurance purposes in advance or to update an existing appraisal to make sure the insurance coverage is current.
      • For estate filing purposes when someone has passed. The estate’s attorney will direct whether an estate appraisal is needed.
      • For proactive estate planning purposes—if you have large collections, it can be helpful to get a sense of their value and how they might be structured in your estate plan for maximum tax efficiency for your heirs (again, your attorney will be a very helpful resource in this process).
      • Sometimes divorces are another life transition that may require an appraiser for the equitable distribution process. 

And finally, you’ve experienced firsthand the joy (and usefulness!) of Artifcting. Any advice for our members or thoughts on how Artifcting can aid the appraisal process?

Reeder: Yes! Artifct your ‘stuff.’ Don’t wait! The details, photos, even video can help an appraiser get to work immediately determining an appraisal scope of work and sometimes even using the Artifcts as a resource to appraise items that may now be damaged or lost. It can save a lot of time and back and forth emails if you Artifct and share your Artifcts with your appraiser. Artifcts really is perfect for an appraiser’s workflow!

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Sarah Reeder is a Certified Member of the Appraisers Association of America, a Certified Member of the International Society of Appraisers with the Private Client Services designation, and a graduate of New York University's Program in Appraisal Studies in Fine & Decorative Arts.

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