Estate Inventory Worksheet

Why this form exists, and what it will not do

Estate Inventory Worksheet is for an adult listing property for their family or a lawyer. The moment to use it: while you can still correct it, and after major purchases or new accounts. It sits in the Estate worksheets group on Papero. Inventories and beneficiary lists for your files or a lawyer. Not a will.

Fill it in this browser. Papero does not create an account, does not upload the answers, and does not keep a copy after you close the tab. When the preview looks right, print it or download a PDF. The PDF is built on your device. A blank download leaves the lines empty so someone else can fill them by hand.

Work through the page in order. The You section asks for Your name, Date, Where the full records are, Person who knows where this is. The Property section asks for Items and accounts.

Your name. Name. Date. Today. Where the full records are. A drawer, a lawyer, or a safe. Not a hint so vague nobody can use it.

Person who knows where this is. Name and phone. Items and accounts is a table with 12 rows and columns for Item or account, Where it is, Rough value. Institution and last four digits, not necessarily the full number.

People send this back, or refuse it, for ordinary reasons. You treat the list as a will. Full account numbers are on a copy that is widely shared. Nobody knows where the list is kept. Read the finished page once as if you were the person receiving it. If a line would make you call back, fill that line.

Sign on the Signature and Date line. A typed name in the signature spot is weaker than ink on a printed page. Date it the day you sign, not the day you hope the other person signs.

What this page cannot do: This is not a will, a trust, or a deed. Signing a beneficiary worksheet does not change a life-insurance form or a retirement account. Those change only on the institution's own form. Take the inventory to a lawyer if you are deciding who inherits. Papero is not a law firm, not a government agency, and not the office that will accept or reject the paper.

State note for your state. Estate Inventory Worksheet does not contain your state's required clauses, font size, language, or filing fee. Counties and cities inside your state sometimes add their own rule on top of the state. Before you rely on this for a lease, a school, a court, a bank, or an agency, compare it with the form that office publishes. If the office has no form, this template is a clear record of what you wrote and what you signed on this date.

After you print, use dark ink. Write "not applicable" on a line that does not apply, so a clerk does not treat a blank as a missing fact. Initial a correction beside the line. Do not cover a dollar amount with correction fluid. Each person who has a signature line signs their own name. One person cannot sign for another unless a statutory power of attorney, on the form that office accepts, already says so. Give the other party a copy the same day. On your copy, note the date and whether you handed it over, mailed it, or uploaded it to their portal. Attach copies of supporting papers, not your only original, unless the office demanded the original. Do not attach a Social Security card, a passport image, or a bank statement unless the recipient told you to, and then only in person or through their secure portal. Email is a common way those images are stolen. If the recipient is a government office, stop and use the form on that office's own site. Papero does not transmit this page, does not notarize it, and does not store it.

Keep a copy. Give the other party a copy. If you later change a fact, fill the form again and date the new copy. Do not scribble a second story into the margin of a page someone already signed. Write the date you handed it over, and how, on your own copy.

Before you rely on it

• You treat the list as a will.
• Full account numbers are on a copy that is widely shared.
• Nobody knows where the list is kept.

This is not a will, a trust, or a deed. Signing a beneficiary worksheet does not change a life-insurance form or a retirement account. Those change only on the institution's own form. Take the inventory to a lawyer if you are deciding who inherits.

How to fill and print it

1. Fill the lines. Type into the Estate Inventory Worksheet in this browser. Write "not applicable" on a line that does not apply. What you type stays in this tab and is not uploaded.
2. Check the preview. The boxed preview is the page that prints. Read it once as the person who will receive the paper.
3. Print or download. Use Print, or download a filled PDF or a blank PDF. The file is built on your device.

More Estate worksheets forms

• Beneficiary Information Worksheet
• Beneficiary Information Worksheet

Questions