An inventory in days, not months.
The executor imports a spreadsheet or photographs labels; VaultSomm reads each label and suggests the producer, vintage and wine to confirm.
For professionals · Estate attorneys & CPAs
A defensible number for every bottle, dated to the day you need.
Estates, gifts and charitable contributions need a value at a date, with a method a reviewer can follow. Your client’s cellar becomes an itemized, per-bottle schedule you can work from.
Review: The headline rests on the date-of-death service promised in the Questions section (7 business days, prepared by hand); the app itself values as of the day a report is run.
Today
The problem you face today.
- A wine collection has to be valued at a date for an estate, a gift or a donation.
- Appraisers who handle wine can be slow and costly for a cellar of mostly everyday bottles.
- Clients arrive with a spreadsheet at cost, a box of receipts, or nothing.
What VaultSomm does
Three things VaultSomm does for you.
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Inventory the cellar
Your client or the executor imports a spreadsheet, photographs labels, or adds bottles by hand. Each bottle is listed with producer, vintage, format and quantity.
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Value each bottle
Per-bottle fair market values from auction and retail comparables, dated the day the report is run.
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Produce the schedule
An estate inventory, a Form 709 gift schedule or a Form 8283 charitable schedule, as a PDF.
In your work
What changes for you.
A value on every bottle, dated.
Fair market values per bottle, with the report dated the day it is run and the method stated.
Gifts with the exclusion tracked.
The Form 709 schedule values each gifted bottle, applies the annual exclusion, and keeps a running lifetime-exemption tracker.
Donations with the Form 8283 flag.
The charitable schedule lists each donated bottle with its value and recipient, flags the Form 8283 threshold, and summarises the carry-forward.
Realized gains when bottles are sold.
Sales record a price, so the capital gains schedule separates short-term from long-term at the collectibles rate.
Working together
How it runs, start to finish.
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Your client shares the cellar
They invite you as a viewer; you sign in with your own login and see the cellar and its reports.
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The cellar is completed
Import, label photos, or entry by hand; storage locations and receipts as they exist.
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Run the report for the event
Estate inventory, Form 709 gift schedule, or Form 8283 charitable schedule, as a PDF.
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Keep it with the file
The PDF is dated and itemized; it sits in the estate or gift file, and can be run again if the event moves.
Why trust it
Clear about what it is.
- Each report is dated, and recommends a professional appraisal where estate or gift tax filing requires one.
- Each schedule lists every bottle with producer, vintage, format and quantity, so an appraiser starts from a complete inventory.
- For a charitable gift of wine over $5,000, the IRS requires a qualified appraisal. VaultSomm’s schedule supports it but does not replace it.
Review: The plan’s state estate-tax hook (OR, WA, MA, NY, IL, MN, MD) is left out: more states and DC levy estate or inheritance tax, and a partial list would mislead. Add it back with a complete, sourced list.
Reports
Reports starting at $99, paid once.
Your client buys the report; no subscription needed. See every report.
| Report | What it covers |
|---|---|
| Estate inventory | Every bottle, grouped by region, with fair market values and drinking windows. |
| Form 709 gift schedule | Per-bottle gift values, annual exclusion and lifetime exemption tracker. |
| Form 8283 charitable schedule | Per-bottle values for donated wine. Above $5,000 the IRS also requires a qualified appraisal. |
Review: The qualified-appraiser partner for Form 8283 above $5,000 is unnamed. Today’s estate and gift PDFs state their date but not the valuation method; the method statement appears only in the evidence-based variant, which is not wired up.
Questions
Questions we hear first.
Is this a qualified appraisal?
No. The schedules are estimates from market comparables and say so; each recommends a professional appraisal where estate or gift tax filing requires one. They give the appraiser a complete, itemized starting point.
Can I value the cellar as of the date of death?
Yes. This typically takes a 7 business day turnaround.
Do I need my own subscription?
No. Your client invites you into their cellar, and the report is bought once; no subscription is needed.
Review: The date-of-death answer commits you to a manual service: the app values as of the day a report is run, so an as-of-date valuation is prepared by hand within the 7 business days promised. The no-account answer assumes the pay-once report model.