Estate Inventory Template

What's in it

• Assets sheet: category, description, institution, account, how it was owned, how it passes, beneficiary or co-owner, date-of-death value and where the value came from.
• Debts sheet: each creditor, the balance at death, whether a claim was filed and when it was paid.
• Summary sheet: total assets, the probate assets on their own, total debts and the probate estate net of debts, updated as you type.

How to use it

1. Start with the last year of bank and brokerage statements, the tax return and the mail. Each source of income or bill points to an asset or a debt.
2. Record each asset's value on the date of death: the statement balance, the stock price on that day, or an appraisal for real estate and valuables.
3. Mark how each asset passes. Accounts with a named beneficiary, joint accounts with survivorship and trust property don't go through probate.
4. Use the probate total to check your state's small estate limit and, where the court requires one, to fill in its inventory form.

Check your court's rules

Many probate courts require a formal inventory on their own form within a few months of your appointment, and some require an appraiser for real estate. Use this spreadsheet to gather the figures, then copy them onto the court's form.

Find your court's official forms in probate forms by state, and see the full order of an executor's work in the executor checklist.

More free executor templates

• All executor forms and templates
• Executor accounting ledger
• Notice to creditors letter
• Beneficiary receipt and release
• Renunciation of executor
• Probate court forms by state