Inventory of assets form 2026

1. Click ‘Get Form’ to open the inventory of assets form in the editor.
2. Begin by entering the decedent's name and file number at the top of the form. This information is crucial for identifying the estate.
3. Fill in the date of death and date of letters issued, along with the type of letters. This section helps establish timelines for asset evaluation.
4. List each fiduciary's name and address. Ensure accuracy as this information is vital for legal correspondence.
5. In the recapitulation section, categorize assets under Non-Probate, Joint or Trust Property. Provide details for real estate, stocks, bonds, mortgages, insurance policies, and any other relevant categories.
6. For each asset listed, include its description and value at the date of death. This ensures a comprehensive overview of the estate's worth.
7. Complete any additional sections regarding powers of appointment and transfers during the decedent’s life as applicable.
8. Finally, certify your entries by signing and dating at the bottom before submitting your completed form.

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