Create an inventory of real and personal property

You might think it is easy to just secure valuables and put in storage items that clutter the house in anticipation of the house being put on the market, but creating an inventory of personal property can be a valuable step in ensuring everything is accounted for and distributed properly. In fact, beyond just being a good idea, the probate court or will itself might require you to take an inventory of personal property in the estate.

You may choose to create this inventory yourself, but if you are considering hiring a third party to value the assets, they will likely make an inventory as a part of their valuation process. Therefore, think through whether this is something on which you need to spend time.

Note that some wills dispense with the requirement of taking an inventory. Be sure to re-read the will to see if that is the case in the estate for which you are serving as executor. Even if you are not required to create an inventory, it might be a good idea to make notes of what the estate contains in case disputes or questions arise later.

We will have worksheet available on this page shortly to help you simplify this process.

Non-Financial Assets

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Assets

Location of Asset
Estimate of Value
Loan Balance (if any)
Est. Net Value
Holder of Loan
Date Updated
Homes/Condos
Location of Asset
Estimate of Value
Loan Balance (if any)
Est. Net Value
Holder of Loan
Date Updated
Location of Asset
Estimate of Value
Loan Balance (if any)
Est. Net Value
Holder of Loan
Date Updated
Vehicles
Location of Asset
Estimate of Value
Loan Balance (if any)
Est. Net Value
Holder of Loan
Date Updated
Location of Asset
Estimate of Value
Loan Balance (if any)
Est. Net Value
Holder of Loan
Date Updated
Property/Land
Location of Asset
Estimate of Value
Loan Balance (if any)
Est. Net Value
Holder of Loan
Date Updated
Location of Asset
Estimate of Value
Loan Balance (if any)
Est. Net Value
Holder of Loan
Date Updated
Boats
Location of Asset
Estimate of Value
Loan Balance (if any)
Est. Net Value
Holder of Loan
Date Updated
Location of Asset
Estimate of Value
Loan Balance (if any)
Est. Net Value
Holder of Loan
Date Updated
Business Ownership
Location of Asset
Estimate of Value
Loan Balance (if any)
Est. Net Value
Holder of Loan
Date Updated
Location of Asset
Estimate of Value
Loan Balance (if any)
Est. Net Value
Holder of Loan
Date Updated
Other Vehicles (golf carts, farm equipment, etc.)
Location of Asset
Estimate of Value
Loan Balance (if any)
Est. Net Value
Holder of Loan
Date Updated
Location of Asset
Estimate of Value
Loan Balance (if any)
Est. Net Value
Holder of Loan
Date Updated
Artwork
Location of Asset
Estimate of Value
Loan Balance (if any)
Est. Net Value
Holder of Loan
Date Updated
Location of Asset
Estimate of Value
Loan Balance (if any)
Est. Net Value
Holder of Loan
Date Updated
Antiques
Location of Asset
Estimate of Value
Loan Balance (if any)
Est. Net Value
Holder of Loan
Date Updated
Location of Asset
Estimate of Value
Loan Balance (if any)
Est. Net Value
Holder of Loan
Date Updated
Silver Flatware
Location of Asset
Estimate of Value
Loan Balance (if any)
Est. Net Value
Holder of Loan
Date Updated
Location of Asset
Estimate of Value
Loan Balance (if any)
Est. Net Value
Holder of Loan
Date Updated
China
Location of Asset
Estimate of Value
Loan Balance (if any)
Est. Net Value
Holder of Loan
Date Updated
Location of Asset
Estimate of Value
Loan Balance (if any)
Est. Net Value
Holder of Loan
Date Updated
Electronics (computers, televisions, etc.)
Location of Asset
Estimate of Value
Loan Balance (if any)
Est. Net Value
Holder of Loan
Date Updated
Location of Asset
Estimate of Value
Loan Balance (if any)
Est. Net Value
Holder of Loan
Date Updated
Jewelry
Location of Asset
Estimate of Value
Loan Balance (if any)
Est. Net Value
Holder of Loan
Date Updated
Location of Asset
Estimate of Value
Loan Balance (if any)
Est. Net Value
Holder of Loan
Date Updated
Collections
Location of Asset
Estimate of Value
Loan Balance (if any)
Est. Net Value
Holder of Loan
Date Updated
Location of Asset
Estimate of Value
Loan Balance (if any)
Est. Net Value
Holder of Loan
Date Updated
Rare Books
Location of Asset
Estimate of Value
Loan Balance (if any)
Est. Net Value
Holder of Loan
Date Updated
Location of Asset
Estimate of Value
Loan Balance (if any)
Est. Net Value
Holder of Loan
Date Updated
Animals and/or Pets
Location of Asset
Estimate of Value
Loan Balance (if any)
Est. Net Value
Holder of Loan
Date Updated
Location of Asset
Estimate of Value
Loan Balance (if any)
Est. Net Value
Holder of Loan
Date Updated
Other Major Assets
Location of Asset
Estimate of Value
Loan Balance (if any)
Est. Net Value
Holder of Loan
Date Updated
Location of Asset
Estimate of Value
Loan Balance (if any)
Est. Net Value
Holder of Loan
Date Updated
Total Estimated "Net" Value (after loan payoffs)
Estimate of Value $0.00
Loan Balance (if any) $0.00
Est. Net Value $0.00
TOTAL NON-FINANCIAL ASSETS: $0.00