Home
Forms Library
Sample probate inventory list

Printable estate inventory worksheet 2025

sample probate inventory list Preview on Page 1

See details

4.8 out of 5

114 votes

The document is an inventory and appraisement submitted by a party detailing all assets and liabilities, including community and separate estates. It includes sections for real property, mineral interests, financial accounts, stocks, business interests, retirement benefits, insurance policies, personal items, and various liabilities. The purpose is to provide a comprehensive overview of the financial situation of the parties involved.

Here's how it works

01. Edit your sample probate inventory list online

Type text, add images, blackout confidential details, add comments, highlights and more.

02. Sign it in a few clicks

Draw your signature, type it, upload its image, or use your mobile device as a signature pad.

03. Share your form with others

Send free printable estate inventory worksheet pdf via email, link, or fax. You can also download it, export it or print it out.

How to use or fill out printable estate inventory worksheet with our platform

Ease of Setup

DocHub User Ratings on G2

Ease of Use

DocHub User Ratings on G2

Click ‘Get Form’ to open the printable estate inventory worksheet in the editor.
Begin by entering the name of the party submitting the inventory and appraisement at the top of the form. This identifies who is responsible for the document.
Proceed to fill out each section, starting with 'Community Estate of the Parties.' Here, you will detail all real property, including street addresses and current market values.
Continue through sections for mineral interests, cash accounts, brokerage accounts, and other assets. Ensure you provide accurate descriptions and values as required.
For liabilities, list any debts under 'Community Liabilities,' ensuring to include creditor names and current balances.
Finally, review your entries for accuracy before saving or printing your completed worksheet. Use our platform’s features to easily share or store your document securely.

Start using our platform today to efficiently complete your estate inventory worksheet for free!

See more printable estate inventory worksheet versions

We've got more versions of the printable estate inventory worksheet form. Select the right printable estate inventory worksheet version from the list and start editing it straight away!

Versions	Form popularity	Fillable & printable
2012	4.8 Satisfied (114 Votes)

be ready to get more

Complete this form in 5 minutes or less

Get form

Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

What is considered inventory in an estate?

Pretty much any asset owned by a person at the time of their death should be included in the estate inventory. Here are common types of items that are included in an estate inventory: Personal items: clothing, jewelry, antiques, collectibles, and other household items of sentimental or monetary value.

Which of the following assets do not go through probate?

This includes life insurance policies, bank accounts, and investment or retirement accounts that require you to name a beneficiary. The proceeds are paid out directly to your named beneficiary when you pass away without having to pass through probate.

What assets do not pass through a will?

These assets go directly to the beneficiaries named they do not have to go through probate. Retirement plan assets from plans like IRAs and 401(k)s. Life insurance policy proceeds. Annuities. Payable on Death (POD) bank accounts. Transfer on Death (TOD) investment accounts.

How to catalog an estate?

Create a folder called Gifts or Bequests and document everything on it. After you catalog these items, move on to items you have receipts for. Or, if you prefer, go room to room and systematically catalog everything in it. Go in order - start at one side of the room and make your way around it.

How do I create an inventory list for an estate?

How to Create an Estate Inventory in 5 Simple Steps Step 1: Gather Important Documents. Step 2: List Your Personal Property and Assets. Step 3: Document Your Financial Accounts and Debts. Step 4: Dont Forget Your Digital Assets. Step 5: Review and Update It Regularly.

estate inventory worksheet

Printable estate inventory worksheet pdf Free printable estate inventory worksheet Estate Inventory Template Excel Printable household inventory list for estate Free sample probate inventory list Estate inventory form How detailed does an estate inventory need to be Free estate inventory Template Excel

What is an example of inventory of estate?

Real estate, financial assets, retirement accounts, etc. are some common items included in the estate inventory. You may be surprised that pets, books, furniture, machinery, and equipment are also part of an individuals estate inventory.