Free Estate Inventory

Prepare the probate inventory of estate property — the official state form or an inventory composed to statute, with filing or delivery instructions. PDF.

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Your State

The inventory is state-specific — the deadline, where it goes, and how assets are valued all come from your state’s statute.

Settling an estate?Checklist, accounting, and forms in one plan.

State of administration*

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SELF-HELP SERVICE: SimplyTrust provides a self-help document preparation service. We are not a law firm and cannot provide legal advice, select forms for you, or tell you how to complete forms. Our role is limited to providing a platform where you input your own information into document templates.

NOT LEGAL ADVICE:This document was created entirely based on your selections. SimplyTrust does not review, analyze, or verify your entries, nor do we verify your identity, capacity, or authority to act. You are solely responsible for determining whether this document meets your needs and for completing all required execution formalities (signatures, witnesses, notarization, or recording) in accordance with your state's laws. For any legal questions, consult a licensed attorney in your state.

Frequently Asked Questions

It is the personal representative's itemized list of the estate's property — every asset that has come to the representative's possession or knowledge, with its fair market value as of the date of death and any encumbrance against it. It is one of the first required deliverables after appointment.

It depends on the state. Most states file it with the court on a deadline that runs from the appointment. A substantial group of states instead lets the representative send copies to the heirs, beneficiaries, and other interested persons who request one, with a court filing optional. The prepared packet states which applies in your state.

In most states, no — the representative states each item's fair market value directly, and hires an appraiser only for hard-to-value assets. A few states require an independent or court-designated appraiser for some or all property. The state page and the prepared instructions reflect your state's rule.

Some states publish an official form; where none exists, the inventory is composed to the statute's content requirements with your state's filing or delivery instructions alongside. This tool prepares the document in 50 of 51 jurisdictions today; in the rest, the state publishes an official form we link and explain rather than substitute.

Almost every state runs the deadline from the personal representative's appointment — commonly two, three, or six months. The builder computes your date from the appointment date you enter. A few states set no fixed statutory deadline; the state page says so.

What the Estate Inventory Is

After a personal representative is appointed, most states require an inventory of the estate's property — every asset that has come to the representative's possession or knowledge, with its fair market value as of the date of death and any encumbrance against it.

The mechanics vary by state. Most states file the inventory with the court on a deadline that runs from the appointment; a substantial group instead lets the representative send copies to the people entitled to them, with a court filing optional. A few states use appraisers by default; in most, the representative states the values.

Some states publish an official inventory form; where the form is fillable this tool completes it, and where the state publishes none the inventory is composed to the statute's content requirements. Louisiana's instrument is its sworn descriptive list of succession property.

Select your state to prepare the inventory the way your statute prescribes, with the filing or delivery instructions alongside.