Collection Legacy Checklist
Nuria Richards · Art Agency Miami, FL
The Collection Legacy Map

Collection Legacy Readiness Checklist

Is your collection prepared for its next chapter? This assessment identifies strengths, gaps, and urgent decisions across the five dimensions of the Collection Legacy Map.

5Dimensions
25Statements
10Minutes
Step 1

Your contact details

Please tell us where to send your personalized recommendations.

I'm interested in

What services are you interested in? Select all that apply.

Step 2 · The assessment For each statement, choose Yes, Partly, or No.
Section 1 of 5 · 0/25
Your result

Readiness score

0/ 50
Complete all statements to see your readiness level.
    Step 3

    Your next three actions

    Note the priorities you intend to address first.

    1
    2
    3
    Resources

    Planning guidance

    Questions to bring to your advisory team
    • What is the most consequential unresolved decision?
    • Which record or document would be hardest to replace?
    • Where do family expectations differ?
    • Which works require current valuation, condition, or provenance review?
    • Which decisions require legal, tax, appraisal, conservation, or institutional expertise?
    • What should the collection make possible during the collector's lifetime?
    Suggested review team
    • Art adviser or collection strategist
    • Trusts and estates attorney
    • Tax adviser or accountant
    • Qualified appraiser
    • Insurance specialist
    • Conservator
    • Registrar or collection manager
    • Philanthropic adviser
    • Museum, archive, or nonprofit representative
    Annual review triggers

    Review the checklist after: a major acquisition or sale · a significant change in value or market conditions · marriage, divorce, birth, death, incapacity, or relocation · a change in ownership structure, insurance, storage, or representation · new philanthropic or institutional priorities · a major change in an artist's market, attribution, provenance, or condition.

    Step 4

    Submit for review

    Your responses will be sent directly to Nuria Richards Art Agency. Following our review, you will receive an email with recommendations tailored to your results.

    Thank you

    Your checklist has been received. Nuria Richards Art Agency will review your responses and follow up by email with personalized recommendations.

    Important note. This checklist is an educational planning tool. It is not legal, tax, valuation, insurance, or investment advice. Collection decisions should be coordinated with appropriately qualified professionals.