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Documentation · practical guide

How to document a German estate before clearance

A room-by-room method for creating a useful visual record without presenting it as a valuation or formal estate inventory.

Short answer

Work from overview to detail, use consistent room names and mark anything inaccessible or excluded. Keep observations separate from claims about ownership, authenticity, condition or value.

Hundreds of unsorted phone photographs rarely help a family make decisions. A smaller, consistent record with room references, visible exceptions and a clear date is usually more useful for heirs, lawyers, valuers and clearance providers.

1. Define the purpose and boundaries

Decide whether the record is intended to provide an overview, support family decisions, prepare quotations or accompany a handover. The purpose determines the required detail and who may receive the files.

List rooms that may be entered, cupboards that may be opened and areas that must remain untouched. If authority is uncertain, pause instead of expanding the scope on site.

2. Use the same sequence in every room

Begin at the doorway, take two contextual views and then move clockwise through relevant zones. Detailed images should be understandable from a preceding overview.

  • room name and number
  • two overview images
  • relevant zones or groups
  • details with contextual reference
  • note of inaccessible areas or exceptions

3. Describe what is visible, not what it is worth

Brand names, materials, authenticity and functionality can be misidentified without specialist inspection. Neutral language protects the usefulness of the record: 'object bearing a label' is different from certifying that the object is genuine.

If valuation is required, a suitable specialist can work from the documentation to decide whether an in-person inspection is necessary.

4. Link summary and originals

The report should provide a concise room list and references to the original files. It should also state the date, agreed scope and known limitations. Keep original files unchanged and restrict access to intended recipients.

Frequently asked questions

Does the report include values?

No. Sachnah provides neutral documentation and does not give binding valuations or authenticate objects.

Do you open every cupboard and container?

Only areas expressly included in the instruction may be opened. Closed, excluded or inaccessible areas are recorded as such.

Can a valuer use the report?

The report can help a specialist triage what may require inspection, but the specialist determines whether the material is sufficient for their own work.

Scope and legal note

This guide provides general practical information. It is not legal, tax or valuation advice and cannot assess an individual case. Sachnah documents and coordinates within an agreed instruction; authorised parties and qualified advisers make legal, ownership, disposal and transaction decisions.

After the guide

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