Interactive Estate Inventory
Enter estate information below, then add assets and debts by category. Values update automatically. Print when complete.
Estate Inventory
Prepared by executor · fastprobates.com
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Total Assets
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Total Debts
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Net Estate
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Line Items
Real Estate
Primary residence, rental property, vacant land, timeshares
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Description / AddressAPN / Parcel #FMV at Date of Death
Financial Accounts
Checking, savings, CDs, money market — balance at date of death
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Institution & Account DescriptionAccount # (last 4)Balance at Date of Death
Investment & Brokerage Accounts
Stocks, bonds, mutual funds, ETFs — mean of high/low on date of death
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Institution & Account DescriptionAccount # (last 4)Value at Date of Death
Retirement Accounts
IRA, 401(k), 403(b), pension — include only if no named beneficiary or payable to estate
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Account DescriptionAccount # (last 4)Value at Date of Death
Vehicles
Cars, trucks, motorcycles, boats, RVs — Kelley Blue Book private party value
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Year / Make / ModelVIN / License PlateKBB / NADA Value
Personal Property & Valuables
Jewelry, art, collectibles, firearms, furniture — appraised or estimated FMV
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DescriptionLocation / NotesEstimated / Appraised Value
Business Interests
Sole proprietorships, LLC interests, partnership interests, closely-held stock
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Business Name & Type% Ownership / NotesAppraised Value
Other Assets
Life insurance payable to estate, notes receivable, tax refunds, digital assets
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DescriptionNotesValue
Known Debts & Liabilities
Mortgages, car loans, credit cards, medical bills — balance at date of death
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Creditor / Debt DescriptionAccount / Loan #Balance at Date of Death
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How to Complete the Estate Inventory
A complete, accurate inventory protects you as executor and speeds up the entire probate process. Here's what to include in each category and how to value it.
| Asset Type | How to Value | Documentation Needed |
|---|---|---|
| Real property (home, land) | Licensed real estate appraisal or certified CMA from a licensed agent, dated within 6 months of date of death | Appraisal report or CMA; property deed; recent property tax statement showing APN |
| Bank & savings accounts | Account balance on the exact date of death — request a "date of death balance letter" from each bank | Date-of-death balance letter from institution; most recent statement |
| Publicly traded stocks & mutual funds | Mean of the high and low trading prices on the date of death (per IRS rules for inherited assets) | Brokerage statement dated at or near date of death; IRS Form 706 instructions for valuation method |
| Vehicles | Kelley Blue Book or NADA Guides private party value as of date of death | Vehicle title; KBB/NADA printout for date of death value; mileage at date of death |
| Jewelry, art, collectibles | Certified appraisal from a qualified appraiser (ASA or AAA member) for items over $5,000; reasonable estimate for lesser items | Appraisal certificates; prior insurance riders showing insured values (useful for comparisons) |
| Household furnishings | Reasonable estimate of estate sale or second-hand market value — not replacement cost. A professional estate liquidator can provide this estimate. | Itemized list; estate sale liquidator estimate if obtained |
| Business interests | Formal business valuation by a Certified Valuation Analyst (CVA) or similar professional; required for IRS and estate tax purposes | Business valuation report; most recent tax returns; operating agreements or shareholder agreements |
| Retirement accounts | Account balance on date of death — only include if payable to the estate or with no named beneficiary | Account statement; beneficiary designation form confirming status |
| Life insurance | Death benefit amount — only include if estate is the named beneficiary (not a specific person) | Policy document; beneficiary designation on file with insurer |
What to Include vs. Exclude from the Probate Inventory
One of the most common mistakes executors make is either including assets that belong outside the probate inventory or excluding assets that must be included. The distinction is between probate assets (go in the inventory) and non-probate assets (generally excluded).
Include in the probate inventory
- Real property titled solely in the deceased's name with no joint tenancy, TOD deed, or trust
- Bank accounts solely in the deceased's name with no POD (payable-on-death) designation
- Investment accounts solely in the deceased's name with no TOD designation
- Retirement accounts with the estate as named beneficiary or with no named beneficiary
- Life insurance payable to the estate (not to a named person)
- Vehicles titled solely in the deceased's name
- Personal property and household contents
- Business interests owned in the deceased's name
- Tax refunds owed to the deceased
Generally exclude from the probate inventory (but note separately)
- Joint tenancy property — passes to surviving joint tenant automatically
- Bank accounts with POD designations — passes directly to named beneficiary
- Retirement accounts (IRA, 401k) with a named beneficiary
- Life insurance payable to a named beneficiary
- Property held in a living trust — the trustee handles this separately
- TOD deeds on real property — passes to named beneficiary without probate
- Community property passing to surviving spouse in community property states
Estate tax note: For federal estate tax (Form 706), all assets — probate and non-probate — must be reported and valued, even if they pass outside of probate. A property that skips probate via joint tenancy still counts toward the gross taxable estate. The 2026 federal estate tax exemption is $13.99 million per individual — so most estates owe no federal estate tax. Check your state's exemption separately. Source: IRS estate tax guidance.
Estate Inventory Filing Deadlines by State
Most states require the inventory to be filed with the probate court within 60–90 days of appointment. Missing the deadline can result in court sanctions.
| State | Deadline | Court Filing Required? | Notes |
|---|---|---|---|
| California | 4 months from appointment | Yes — filed with court; probate referee required | Cal. Prob. Code §8800. Probate referee appointed by court values non-cash assets. Fee: 0.1% of appraised value. |
| Texas | 90 days from qualification | Independent admin: copy to distributees on request; supervised: file with court | TX Est. Code §309.051. In independent administration, court filing not required but inventory must be provided to any distributee who requests one within 30 days. |
| Florida | 60 days from appointment | Yes — filed with court; copy served on interested persons | Fla. Prob. Code §733.604. 60 days is strict — request extension early if appraisals are pending. |
| New York | 9 months from appointment | Filed with Surrogate's Court | NY SCPA §2103. Longest statutory deadline of major states. Still don't wait — beneficiaries can petition for inventory at any time. |
| Illinois | 60 days from issuance of letters | Yes — filed with circuit court | 755 ILCS 5/14-1. 60-day deadline is firm; extension requires court petition with good cause. |
| Pennsylvania | 3 months from grant of letters | Filed with Register of Wills | 20 Pa. C.S. §3301. Pennsylvania uses "Register of Wills" rather than probate court. |
| Ohio | 3 months from appointment | Yes — filed with probate court | ORC §2115.02. Probate court can extend upon application. |
| Georgia | Within a reasonable time | Filed with Probate Court | OCGA §53-7-30. "Reasonable time" interpreted as 60–90 days by most Georgia probate courts. |
| Arizona / Colorado (UPC) | No fixed deadline; within reasonable time | Not required in informal administration | UPC §3-706. Informal administration does not require court filing of inventory, but must be available to interested persons on request. |
Frequently Asked Questions
Request an extension from the probate court before the deadline expires — not after. Courts routinely grant extensions for inventory filing when appraisals are pending, as long as you ask proactively and document why the delay is occurring (the appraiser's schedule, complex business valuations, out-of-state property, etc.). File a petition for extension with the court clerk well before the deadline. Attach evidence of the pending appraisal (an appointment confirmation or the appraiser's written engagement letter). Courts almost always grant extensions for legitimate appraisal delays; what they don't like is silence until after the deadline has passed.
Yes — filing a supplemental inventory is standard practice and courts expect it. Estates frequently have assets that come to light after the original inventory is filed: an uncashed check, a forgotten savings account, an overlooked vehicle, or a digital asset. File a supplemental (amended) inventory as soon as you discover the omitted asset, with a note indicating the date you discovered it and its date-of-death value. Do not attempt to hide omitted assets or delay filing the supplement — an executor who knowingly omits assets from an inventory can face personal liability and removal proceedings.
No — the level of appraisal required depends on the asset type and value. Cash and bank accounts are self-valuing (use the account balance). Publicly traded securities use the published price formula. Vehicles use KBB or NADA. Real estate requires a licensed appraisal or qualified CMA for most court purposes. Ordinary household contents and personal items can use reasonable estimates unless specific items are of significant value. Jewelry, art, antiques, and collectibles over $5,000 generally warrant a certified appraisal — both for accuracy and to withstand beneficiary or creditor scrutiny. When in doubt, a professional appraisal is the safest approach, and it's usually a reimbursable estate expense.
In some states, yes — directly. California uses a statutory fee schedule based on a percentage of the gross inventory value. On a $1,000,000 inventory: attorney fees are $23,000 (4% of first $100K + 3% of next $100K + 2% of next $800K); executor fees are the same amount for a total of $46,000 in statutory fees. This is calculated on the gross inventory value — including mortgaged properties — not on the net equity. In states without statutory fee schedules (like Texas and Florida), attorney and executor fees are based on reasonable compensation for time and complexity. In those states, the inventory value affects fees less directly — but still matters for estate tax and distribution purposes.
Need help with the inventory or the full estate administration?
A probate attorney can confirm what must be included in your state, arrange the required appraisals, file the inventory with the court, and guide you through the full administration process.
Real estate in the inventory that needs to be sold?
We buy inherited properties in all 50 states — cash offer in 24 hours. We coordinate with probate attorneys and can close within most court timelines.