Estate Inventory

Learn how to create a comprehensive estate inventory to organize your assets and simplify estate planning. Discover tools and methods for tracking property.

What should be included in an estate inventory?

An estate inventory should include all assets such as real estate, bank accounts, investment accounts, retirement funds, life insurance policies, vehicles, jewelry, artwork, and personal belongings of value. It should also list debts, mortgages, and other liabilities. Including account numbers, locations, and estimated values helps create a complete financial picture for estate planning purposes.

Asset ManagementEstate Planning 101TrustsWills

Estate Inventory Checklist: Complete Guide to Cataloging Your Assets

An estate inventory checklist simplifies asset management and distribution by helping you organize everything from financial accounts and real estate to sentimental items and digital assets.

SimplyTrust EditorialDecember 16, 2025