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Date ESTATE INVENTORY FORM Basic Information In Preparing An Estate Plan I. FAMILY STATUS 1. Full legal name I have also been known as Social Security Number Date of birth is I am a citizen of 2.

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Real Estate, Bank Accounts, and Vehicles. ... Stocks and Bonds. ... Life Insurance and Retirement Plans. ... Wages and Business Interests. ... Intellectual Property. ... Debts and Judgments.

You will need to determine the market value of each estate asset at date of death. Review all records, including financial statements, insurance policies and tax returns to obtain market values.

In California, representatives of probated estates must perform an inventory of all assets for the court to appraise. The inventory and appraisal of the decedent's estate determines the value of the estate as of the date of the decedent's death.

A probate inventory was taken shortly after an individual's death by two or more people, described as 'appraisers'. ... They also excluded debts owed by the deceased, although sometimes record debts owing to the deceased. Appraisers often identified goods by room, thus providing evidence of both rooms and room use.

Examples of probate assets include: Real estate that you own, either alone or as a tenant in common. Bank and brokerage accounts. Life insurance policies that your estate as beneficiary or that fail to list a beneficiary.

A probate inventory was taken shortly after an individual's death by two or more people, described as 'appraisers'. ... They also excluded debts owed by the deceased, although sometimes record debts owing to the deceased. Appraisers often identified goods by room, thus providing evidence of both rooms and room use.

Your inventory should include the number of shares of each type of stock, the name of the corporation, and the name of the exchange on which the stock is traded. Meanwhile, you should note the total gross amount of a bond, the name of the entity that issued it, the interest rate on the bond, and its maturity date.

For your list, write down: Each asset, with a brief description, The value of the asset as of the date of death. How the decedent owned the asset (like, separately, or in joint tenancy, or as community property, etc.)

Examples of probate assets include: Real estate that you own, either alone or as a tenant in common. Bank and brokerage accounts. Life insurance policies that your estate as beneficiary or that fail to list a beneficiary.

Determine Your State's Laws Regarding Inventory Forms. ... Review the Instructions Provided. ... Identify Real Property. ... Identify Personal Property. ... Identify Bank Accounts. ... Identify Retirement Accounts. ... Identify Non-Probate Assets. ... File the Form With the Court.

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232
Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
All Forms
Search all Forms
Industries
Forms in Spanish
Localized Forms
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232