Task 3 of 16

Create a financial asset worksheet

Part of: Find, Value, and Protect Assets

Capture all assets of the estate and an estimate of their value in one place. This site is an excellent place to do it. We will never ask for account numbers, to prevent identity theft. Your executor can get the necessary account numbers from the financial institution with the proper paperwork.

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Pro Plan

$8 per month*

Access to 100+ step custom plan
Track progress in completing your duties
Create and manage personal property inventory
Create and manage financial asset inventory
Access executor forms and templates
Discounted legal services
Save on tools to manage online accounts
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*Billed yearly at $96. Cost is typically reimbursable by the estate.