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It provides a single organized place to capture executor and deceased-person information, list professional advisors, and document asset categories including bank accounts, personal investments, real estate, pensions, insurance, loans, mortgages, and related interests. It also guides valuation at the date of death and prompts review of statements, policies, and tax records, including appraisals for personal items and consideration of foreign assets.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":36,"@type":70,"position":76},"https://docshare.wps.com/template/forms/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/estate-inventory-workbook/246852/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/estate-inventory-workbook/246852.png","ImageObject",442,249,{"name":88,"@type":89},"Aurora","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-25","2026-09-12",true,{"@type":98,"interactionType":99,"userInteractionCount":20},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"What is the main purpose of the Estate Inventory Workbook?","Question",{"text":108,"@type":109},"It helps an executor compile a consolidated list of an estate’s assets and liabilities in an organized way.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"What value should be determined for each estate asset?",{"text":113,"@type":109},"Market value at the date of death for each asset.",{"name":115,"@type":106,"acceptedAnswer":116},"Which documents are suggested to review to obtain market values?",{"text":117,"@type":109},"Financial statements, insurance policies, and tax returns, with possible appraisals for personal items.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},246852,1791405261,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":35,"category_name":36,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":20,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":135,"language":136,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":137,"faqs":138,"seo_title":139,"seo_description":61,"update_tm":140,"read_time":141},4810365810221,"https://ap-avatar.wpscdn.com/davatar_155a257f0dc6eb9ab79c44ca47cae57d","ESTATE INVENTORY  \nHeritage Law Offices  \nWORKBOOK  \nIntroduction  \nOne of the key tasks as the executor of an estate is to establish a list of the estate’s assets and liabilities. To assist with this task, we have created this Estate Inventory Workbook. It provides you with one convenient place to document a list of assets and liabilities.  \n☐ General Information ☐ Professional Advisors  \n☐ Asset Inventory ☐ Bank Accounts  \n☐ Personal Investments  \n☐ Business Interests  \n☐ Real Estate  \n☐ Pension Plans  \n☐ Insurance  \n☐ Private Loans & Mortgages  \n☐ Interest in Other Estates & Trusts  \n☐ Personal Effects & Other Assets ☐ Liability Inventory  \n☐ Mortgages  \n☐ Personal Loans & Lines of Credit  \n☐ Credit Cards  \n☐ Other Liabilities  \nGeneral Information  \nName of Executor(s):    \nContact Information:    \n_________________________________________________________________________  \nDeceased Person Information  \n\n| Name of Deceased Person: |  |\n| --- | --- |\n| Date of Death: | Date of Birth: |\n| Address: |  |\n| Social Insurance Number: | Citizenship: |\n| Marital Status: |  |\n| Occupation: | Employer: |\n\n\n| Spouse, Children & Other Dependents |  |  |  |  |  |\n| --- | --- | --- | --- | --- | --- |\n| 1. Name: |  | Relationship: |  | Dependent: ☐ Y ☐ N | Age: |\n| Address: |  |  |  |  |  |\n| Phone No: | Email: |  |  |  |  |\n| 2. Name: |  | Relationship: |  | Dependent: ☐ Y ☐ N | Age: |\n| Address: |  |  |  |  |  |\n| Phone No: |  |  | Email: |  |  |\n| 3. Name: |  | Relationship: |  | Dependent: ☐ Y ☐ N | Age: |\n| Address: |  |  |  |  |  |\n| Phone No: |  |  | Email: |  |  |\n| 4. Name: |  | Relationship: |  | Dependent: ☐ Y ☐ N | Age: |\n| Address: |  |  |  |  |  |\n| Phone No: |  |  | Email: |  |  |\n| 5. Name: |  | Relationship: |  | Dependent: ☐ Y ☐ N | Age: |\n| Address: |  |  |  |  |  |\n| Phone No: |  |  | Email: |  |  |\n\nProfessional Advisors  \nAccountant  \n\n| Contact: |  | Company: |\n| --- | --- | --- |\n| Address: |  |  |\n| Phone No: | Email: |  |\n| Notes: |  |  |\n|  |  |  |\n|  |  |  |\n\nLawyer/Notary  \n\n| Contact: |  | Company: |\n| --- | --- | --- |\n| Address: |  |  |\n| Phone No: | Email: |  |\n| Notes: |  |  |\n|  |  |  |\n|  |  |  |\n\nOther  \n\n| Contact: |  | Company: |\n| --- | --- | --- |\n| Address: |  |  |\n| Phone No: | Email: |  |\n| Notes: |  |  |\n|  |  |  |\n| Contact: |  | Company: |\n| Address: |  |  |\n| Phone No: | Email: |  |\n| Notes: |  |  |\n|  |  |  |\n\nAsset Inventory  \nUse this section of the Workbook to create an inventory of the estate assets. You will need to determine the market value of each estate asset at date of death. Review all records, including financial statements, insurance policies and tax returns to obtain market values. You may also need to get an appraisal of personal items. (i.e., art work, collections, antiques, etc. ) Be sure  \nto include any foreign assets in the inventory as well, such as real estate, securities or overseas business interests. You may wish to get professional assistance to obtain an accurate market value for foreign assets.  \nBank Accounts  \nBank Accounts  \n\n| 1. Financial Institution: |  |  | Contact: |  |\n| --- | --- | --- | --- | --- |\n| Address: |  |  |  |  |\n| Phone No: |  | Email: |  |  |\n| Account No: | Sole: ☐ Joint: ☐ |  |  | Balance $: |\n| Notes: |  |  |  |  |\n| 2. Financial Institution: |  |  | Contact: |  |\n| Address: |  |  |  |  |\n| Phone No: |  | Email: |  |  |\n| Account No: | Sole: ☐ Joint: ☐ |  |  | Balance $: |\n| Notes: |  |  |  |  |\n|  |  |  |  |  |\n|  |  |  |  |  |\n\nBank Accounts continued  \nBank Accounts  \n\n| 3. Financial Institution: |  |  | Contact: |  |\n| --- | --- | --- | --- | --- |\n| Address: |  |  |  |  |\n| Phone No: |  | Email: |  |  |\n| Account No: | Sole: ☐ Joint: ☐ |  |  | Balance $: |\n| Notes: |  |  |  |  |\n|  |  |  |  |  |\n| 4. Financial Institution: |  |  | Contact: |  |\n| Address: |  |  |  |  |\n| Phone No: |  | Email: |  |  |\n| Account No: | Sole: ☐ Joint: ☐ |  |  | Balance $: |\n| Notes: |  |  |  |  |\n|  |  |  |  |  |\n| 5. Financial Institution: |  |  | Cont","cbCaiojvMQe35m0P","https://ap.wps.com/l/cbCaiojvMQe35m0P","pdf",414830,22,"English","# Introduction\n# General Information\n# Professional Advisors\n## Accountant\n## Lawyer/Notary\n## Other\n# Asset Inventory\n## Bank Accounts\n## Personal Investments","[{\"question\":\"What is the main purpose of the Estate Inventory Workbook?\",\"answer\":\"It helps an executor compile a consolidated list of an estate’s assets and liabilities in an organized way.\"},{\"question\":\"What value should be determined for each estate asset?\",\"answer\":\"Market value at the date of death for each asset.\"},{\"question\":\"Which documents are suggested to review to obtain market values?\",\"answer\":\"Financial statements, insurance policies, and tax returns, with possible appraisals for personal items.\"}]","Estate Inventory - Workbook | PDF",1789238580,8]