Example of an Estate Inventory Form

This form is not as bad as it looks, and it could save you and your attorney valuable time. By filling out this form and bringing it to your first appointment, you will be providing your attorney with much of the information needed to draft an estate plan.


Part 1
Name
Address
City
State
Zip
Phone (home)
Phone (work)
Email
Place and Date of Birth
Date
Social Security Number
U.S. Citizen?
Single Married Widowed Separated Divorced


Part 2
Spouse
Place and Date of Birth
Social Security Number
U.S. Citizen


Part 3
List Children, Age and Address of each


Part 4
List Grandchildren, Age, and Parent of each

The following is meant to give your attorney a good idea of the total value of your estate. Knowing your total worth is important to determine the type of estate plan that will keep your estate tax as low as possible.


Part 5

Real Estate Information
1. Description and Location
Market Value: $
Debt: $
2. Description and Location
Market Value: $
Debt: $
3. Description and Location
Market Value: $
Debt: $
4. Description and Location
Market Value: $
Debt: $
5. Description and Location
Market Value: $
Debt: $
Total (Total value of real estate=market value less debt)


Part 6

Personal Property (Please list approximate current value)
Automobile(s): $
Savings and Checking Accounts: $
Stocks and Bonds: $
Household Furnishings: $
Other Personal Assets: $
Death Benefits from Insurance
Expected inheritance: $
Total Value of Estate (Add all of the above, including total real estate value: $
Name of Bank(s)
Name of stocks, bonds and other investments:
Executor
Alternate
Funeral Arrangements

Beneficiary Information (Names of Persons or Charitable Organizations)


Take this form to your attorney.