PLAIN-LANGUAGE GUIDE

How to prepare an estate inventory

An estate inventory typically identifies property, ownership interests and estimated values. Court-required formats and deadlines vary.

In brief

An estate inventory typically identifies property, ownership interests and estimated values. Court-required formats and deadlines vary.

What to do next

  • Separate probate assets from assets that pass another way
  • Collect statements and title documents
  • Record the date-of-death value when required
  • Document debts separately from asset values
  • Check local court forms and appraisal requirements

Questions worth asking

Who has legal authority? Which assets are involved? Which state’s law applies? Are there court deadlines, tax issues, or disagreements that require professional advice?

Where to go from here

Use the state directory to locate the relevant jurisdiction and verify current requirements with official courts or government agencies. The free tools can help organize information before a professional appointment.