Probate

Estate Inventory Guide

Estate Inventory: A household list is not necessarily the formal court inventory; required categories and valuation dates follow local rules.

By Trust and probate editor Published August 13, 2026 How we edit

General probate information. Court orders, local rules, and the facts in the estate file control.

An organized list of a decedent's assets, ownership forms, locations, and values prepared for estate administration.

Where this issue sits in administration

  • The inventory helps identify probate property, nonprobate transfers, creditor exposure, tax questions, and court reporting duties.
  • A household list is not necessarily the formal court inventory; required categories and valuation dates follow local rules.
  • An inventory should identify the asset, owner, title, location, value date, value source, lien, income, and likely transfer path.
  • Probate assets and nonprobate assets should be listed separately without assuming the latter are irrelevant to tax or family analysis.
  • Probate establishes authority for estate administration and provides a process for notices, claims, accounting, and distribution.
  • Venue usually follows domicile, but real estate in another jurisdiction can create an additional filing or transfer step.

Documents for the court and fiduciary file

  • statements, deeds, titles, policies, appraisals, and tax records
  • digital, business, personal-property, debt, and safe-deposit information
  • certified death certificates and the original will, if one exists
  • a preliminary asset, debt, and contact inventory

Decision points before money moves

  • What proof shows ownership and value?
  • Is any property missing, jointly owned, pledged, or located elsewhere?
  • Which court or local office has venue?
  • Is formal administration required for each asset?

Risks to pause on

  • A list based only on mail at the home can miss online accounts, business interests, storage, and out-of-state property.
  • Moving or distributing property before authority and claims are checked can expose the person acting to personal risk.

Court and probate references