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Generally speaking, assets not accounted for by the estate plan include the following: Pension plans. Savings bonds. Living trust assets. 401 (k) accounts. Savings accounts (in select circumstances)
The inventory of a decedent's estate should include a comprehensive list of all assets and their estimated values. This should cover both real property (land and buildings), and personal property (movable possessions like a vehicle).
What is the Inventory and Appraisal? The Inventory and Appraisal is a complete listing of the estate assets as of a particular date, usually the date of death. In a guardianship or conservatorship estate, it is the date of appointment.
The Inventory of Estate is a list of all the property, assets, money and income owned or due to the deceased and any expenditure and debts due by the deceased at the date of death.
On the 90-day inventory form, you will need to list the following information: The decedent's county of residence. The decedent's name. Any accounts in the sole name of the decedent and their value. Any joint accounts, the percentage the decedent owned, and their value.