Estate Inventory Worksheet (for Executors)
Worksheet for an executor / personal representative to inventory estate assets (real estate, vehicles, bank accounts, investments, personal property) and debts, with an automatic total estate value.
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ESTATE INVENTORY WORKSHEET Decedent: Pat A. Sample Date of death: _______________ Executor / Personal Representative: Jordan Sample Probate case / court: Multnomah County Circuit Court — Probate Dept. Values as of: May 23, 2026 This worksheet organizes the decedent's assets and debts to help prepare the estate's records and the court inventory. List date-of-death fair-market values. Non-probate assets that pass by survivorship or named beneficiary are typically excluded — note them below for estate-tax purposes. ASSETS A. REAL ESTATE • Primary residence, 482 Elm Street (sole ownership) — $415,000.00 • Vacant lot, County Rd 9 — $38,500.00 Subtotal: $453,500.00 B. VEHICLES • 2019 Toyota Camry (paid off) — $17,200.00 • Utility trailer — $1,800.00 Subtotal: $19,000.00 C. BANK & CASH ACCOUNTS • Checking ****1234 — $6,420.00 • Savings ****8890 — $22,150.00 • Certificate of deposit — $15,000.00 Subtotal: $43,570.00 D. INVESTMENTS & SECURITIES • Brokerage account ****4471 — $58,300.00 • U.S. savings bonds (Series EE) — $4,750.00 Subtotal: $63,050.00 E. PERSONAL PROPERTY • Household furnishings (estimated) — $9,000.00 • Jewelry and watches (appraised) — $6,500.00 • Coin collection (appraised) — $3,200.00 Subtotal: $18,700.00 ──────────────────────────────────────────────────────────── GROSS ASSETS (A + B + C + D + E): $597,820.00 LIABILITIES F. DEBTS & LIABILITIES • Mortgage balance, primary residence — $128,400.00 • Credit card balances — $4,310.00 • Final expenses / funeral — $9,500.00 Subtotal: $142,210.00 ──────────────────────────────────────────────────────────── NET ESTATE VALUE (Gross assets − Debts): $455,610.00 ──────────────────────────────────────────────────────────── NOTES Life insurance ($250,000) names a beneficiary and passes outside probate — not included above. 401(k) has a named beneficiary. Confirm appraisals for jewelry and coin collection before filing the court inventory. CERTIFICATION I, the Executor / Personal Representative named above, certify that this inventory is true and complete to the best of my knowledge and belief as of the date shown. _____________________________ Date: ____________________ Jordan Sample, Executor / Personal Representative Prepared under the laws of the State of Oregon. This worksheet is an organizing aid and is not the official probate-court inventory form.
About this template
When someone dies, the executor (also called the personal representative or administrator) has a legal duty to identify, secure, value, and account for everything the deceased owned — and most states require filing a formal **inventory and appraisal** with the probate court within a set window, often three to four months after appointment. This worksheet mirrors how that inventory is built: it groups assets into the categories courts expect — real estate, vehicles, bank and cash accounts, investments and securities, and tangible personal property — and lists debts and liabilities separately so the estate's **net value** is clear. Two distinctions matter most. First, value everything at its **date-of-death fair-market value**, not what was originally paid; real estate and valuable personal property (jewelry, collections, art) frequently need a professional appraisal, while bank and brokerage statements supply account balances as of the date of death. Second, separate **probate** from **non-probate** assets: property held jointly with right of survivorship, accounts with payable-on-death or transfer-on-death beneficiaries, and life insurance or retirement accounts with named beneficiaries generally pass outside the will and are not part of the probate inventory — but they can still count toward federal or state estate tax, so this worksheet keeps a notes section to flag them. The automatically calculated gross-assets and net-estate totals give the executor a running picture as entries are added. Keep supporting documents (deeds, titles, statements, appraisals) with the worksheet, and remember that the official court inventory uses your state's specific form and rules — confirm the deadline and format with the probate court or an estate attorney.
When to use it
- Acting as executor, administrator, or personal representative of an estate.
- Preparing to file the probate court's required inventory and appraisal.
- Organizing a deceased family member's assets and debts before distribution.
- Estimating whether an estate may owe federal or state estate tax.
What to include
- Decedent name, date of death, executor, and probate case/court.
- Real estate, vehicles, bank/cash accounts, investments, and personal property with date-of-death values.
- Debts and liabilities (mortgages, loans, credit cards, final expenses).
- Automatic gross-assets, debts, and net-estate totals.
- Notes flagging non-probate assets and pending appraisals.