Printable estate inventory worksheet 2025

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The document serves to list all assets and liabilities of both parties, detailing community and separate estates for legal purposes.
You can click on the text fields in DocHub to enter or modify the asset values as needed.
Yes, you can add additional sections or notes in DocHub to include any other assets that are relevant.
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In simple terms, an estate inventory includes all of the assets of an estate belonging to someone whos passed away. This inventory can also include a listing of the persons liabilities or debts.
Bank accounts, including checking, savings, and investment accounts. Vehicles, including cars, boats, and other recreational vehicles. Stocks, bonds, and other investment assets. Personal property, such as jewelry, art, and collectibles.
Probate Inventory Guide: Step-by-Step Step 1: Identify All Assets. It is critical to understand how each asset is titled. Step 2: Determine Proper Valuation. Each asset must be assessed a value as of the date of death. Step 3: Organize the Information. Step 4: Complete the Probate Inventory Form. Step 5: Review for Accuracy.
6 types of non probate assets Property. Most personal property, such as real estate, jewelry, or furniture will become probate assets by default. Bank accounts. Retirement benefits. Life insurance policies. Any other assets that are owned jointly with others. Any other assets that have post-death designation in place.
The simplyEstate Assets Liabilities Inventory is a simple estate spreadsheet Executors use to capture everything belonging to a deceased person. Use this executor accounting spreadsheet to automatically determine what forms part of the Estate and calculate the total Estate value to apply for Probate.

probate inventory worksheet