Estate planning inventory 2026

See details

4.7 out of 5

54 votes

The document is an Estate Planning Inventory template designed to help individuals organize and document essential personal, family, financial, and legal information for effective estate planning. It includes sections for personal information, family history, key advisors, important documents, funeral instructions, employment details, real estate holdings, banking information, insurance contracts, debt records, retirement accounts, investments, vehicles, business interests, and a detailed inventory of valuables. The goal is to ensure that all necessary information is readily accessible for the executor or family members after one's passing.

Here's how it works

01. Edit your estate inventory form 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 probate inventory worksheet via email, link, or fax. You can also download it, export it or print it out.

How to use or fill out estate planning inventory 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 estate planning inventory in the editor.
Begin by filling out the 'Personal Information' section. Enter your name, Social Security number, birth date, and health status. This foundational data is crucial for identifying your assets and beneficiaries.
Proceed to the 'Family Members' section. List all relevant family members, including children from previous marriages. Be sure to include their relationships and any pertinent details like birth dates.
In the 'Key Advisors' section, provide contact information for your accountant, attorney, and other key individuals who will assist in managing your estate.
Complete the 'Key Data Locator' fields by detailing where important documents are stored, such as wills, trusts, and insurance policies. This ensures easy access for your executor.
Finally, review all sections for accuracy before saving or sharing your completed inventory. Utilize our platform's features to securely store or distribute this document as needed.

Start using our platform today to simplify your estate planning process!

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 does the estate planning include?

Estate planning may involve a will, trusts, beneficiary designations, powers of appointment, property ownership (for example, joint tenancy with rights of survivorship, tenancy in common, tenancy by the entirety), gifts, and powers of attorney (specifically a durable financial power of attorney and a durable medical

How do I make a list of my assets?

Start by making a list of your assets which can include many different things, from stocks and bonds to real estate, to land you purchased, to vehicles, jewelry and even collections. If necessary, get a valuation to determine a reasonable market value for each special item or keep an estimate with the list.

What are the 7 steps in the estate planning process?

Here are the key steps to take. Step 1: Find a Qualified Attorney. Step 2: Take Stock of Your Assets. Step 3: Identify Key Individuals. Step 4: Know the Key Documents You Need. Step 5: Manage Your Documents. Step 6: Dont Neglect the Softer Side of Estate Planning. Step 7: Plan to Keep Your Plan Current.

How do you divide items in an estate?

Three common strategies for dividing an inheritance include: Per stirpes. One of the simplest strategies for asset distribution among heirs, this method requires that the estate be divided equally among each branch of the family. Per capita. Per capita by generation.

How do I make an inventory list for an estate?

How To Take Inventory of an Estate Identify the Assets. The first step involves listing all the assets that are part of the individuals estate. Note Details of Assets. Once you have a general list of the assets, the next step is to gather information about them. Appraise the Assets. Making a List of Debts and Liabilities.

Security and compliance

At DocHub, your data security is our priority. We follow HIPAA, SOC2, GDPR, and other standards, so you can work on your documents with confidence.

Learn more

Related forms

be ready to get more