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Click ‘Get Form’ to open the probate estate inventory form in the editor.
Begin by entering the name and capacity of the individual completing the form in the designated fields. Ensure accuracy as this information is crucial for legal purposes.
Indicate whether this is an amended or supplemental inventory by checking the appropriate box.
Fill in the decedent's name or, if applicable, use initials for a minor. This section is vital for identifying the estate being inventoried.
List each item of real and personal property in the provided table. Include a brief description and attach additional sheets if necessary to accommodate all items.
Provide the approximate value of personal estate on the date of issuance of letters, as well as any annual income from real estate, ensuring these figures are accurate and up-to-date.
Complete the attorney information section, including attorney number, name, firm name, and contact details to finalize your submission.

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How do I make an inventory list?

Put simply, an Inventory lists the property owned by a decedent at the time of their death. The personal representative of an estate must file an Inventory with the court within three months after the date of their appointment.

What is an inventory in probate?

Completed Inventory form - J243, showing all the. assets of the deceased (Proof of the value of the assets. must be provided) List of creditors of deceased (if applicable)

How to make an inventory list for probate?

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.

What is inventory form J243?

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.

how to fill out a probate inventory form

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