Legal & Compliance

Estate Inventory & Appraisement

Comprehensive inventory and appraisement of all assets belonging to the decedent's estate at the date of death, filed by the personal representative with the probate court. Covers real property, financial accounts, personal property, business interests, and other assets.

📄 1 signer📅 30-day expiry🏷 Legal & Compliance🔖 probate, estate, inventory, appraisal, assets, personal-representative, decedent, court

About this template

The Estate Inventory & Appraisement is a ready-to-use legal & compliance template you can send for signature in minutes. It is written for 1 signer (personal representative) and, by default, expires 30 days after it is sent if left unsigned. It covers probate, estate, inventory, appraisal, assets, personal representative. Like every Abundera Sign template it is a convenience draft structured for ESIGN Act and UETA compliance, not a substitute for legal advice. Each signed copy is sealed with PAdES-LTA digital signatures, dual RFC 3161 timestamps, and a tamper-evident evidence package in WORM storage.

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# Estate Inventory & Appraisement --- **IN THE [PROBATE / SUPERIOR / SURROGATE'S] COURT** **STATE OF** ___________ **COUNTY OF** ___________ **Estate of** ___________**, Deceased.** **Case / Estate No.:** ___________ --- ## Inventory and Appraisement of Estate Assets --- ### I. Identification **Full Legal Name of Decedent:** ___________ **Date of Death:** ___________ **Date of Inventory (Valuation Date):** ___________ **Personal Representative:** ___________ **Capacity:** ___________ **Attorney for Personal Representative (if any):** ___________ --- ### II. Instructions This inventory covers all assets in which the decedent held a legal or beneficial interest at the time of death, to the best of the Personal Representative's knowledge after diligent inquiry. Values are as of the date of death unless otherwise indicated. Attach appraisal reports for all real property and items of unusual value. Describe each asset with enough particularity to identify it. ---

Fields (84)

state
select · required
county
text · required
decedent name
text · required
case number
text · required
decedent name
text · required
date of death
date · required
inventory date
date · required
personal representative name
text · required
pr capacity
radio · required
attorney name
text
real prop 1 description
textarea
real prop 1 county
text
real prop 1 apn
text
real prop 1 interest
text
real prop 1 value
currency
real prop 2 description
textarea
real prop 2 apn
text
real prop 2 interest
text
real prop 2 value
currency
subtotal real property
currency · required
fin acct 1 institution
text
fin acct 1 type
select · required
fin acct 1 last4
text
fin acct 1 balance
currency
fin acct 2 institution
text
fin acct 2 type
select
fin acct 2 last4
text
fin acct 2 balance
currency
subtotal financial accounts
currency · required
securities description
textarea
subtotal securities
currency · required
vehicle 1 description
textarea
vehicle 1 vin
text
vehicle 1 value
currency
vehicle 2 description
textarea
vehicle 2 vin
text
vehicle 2 value
currency
other titled description
textarea
other titled value
currency
subtotal vehicles
currency · required
household furnishings value
currency
jewelry description
textarea
jewelry value
currency
art description
textarea
art value
currency
tools description
textarea
tools value
currency
other personal description
textarea
other personal value
currency
subtotal tangible
currency · required
business 1 name
text
business 1 type
select
business 1 ownership
text
business 1 value
currency
business 1 valuation basis
text
subtotal business
currency · required
life insurance policy
text
life insurance face
currency
life insurance csv
currency
subtotal life insurance
currency · required
receivables description
textarea
subtotal receivables
currency · required
other assets description
textarea
subtotal other
currency · required
subtotal real property
currency · required
subtotal financial accounts
currency · required
subtotal securities
currency · required
subtotal vehicles
currency · required
subtotal tangible
currency · required
subtotal business
currency · required
subtotal life insurance
currency · required
subtotal receivables
currency · required
subtotal other
currency · required
gross estate value
currency · required
appraiser name
text
appraiser license
text
appraisal date
date
verification state
select · required
verification county
text · required
personal representative name
text · required
decedent name
text · required
personal representative printed name
text · required
pr capacity
radio · required
decedent name
text · required

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Send this template with cryptographic proof

Every signed document gets PAdES-LTA digital signatures, dual RFC 3161 timestamps, and a tamper-evident evidence package sealed in WORM storage.

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