CourtPDF

When someone passes away, you need a clear list of their assets for probate, taxes, and working with attorneys. This guide shows you how to build an estate asset inventory and gives you a free PDF tool to generate a clean, court-ready report.

When to use this

You are an executor or personal representative starting probate.
You are helping a parent or spouse organize their estate ahead of time.
An attorney or court has asked for a formal Estate Asset Inventory.

How to do it (fast)

Gather all documents related to real estate, bank accounts, vehicles, retirement accounts, life insurance, and personal property.
Open the free Estate Asset Inventory tool on CourtPDF and enter the decedent’s name, case number (if any), and basic court information.
Add each asset as a separate row, including category, description, owner name, account/ID, and estimated value.
Use your latest statements, appraisals, or estimates to fill in the value field. You can leave value blank for items you're still researching.
Review the totals at the top, add any notes about debts or liens, then click Generate PDF to download your inventory.
Save the PDF and share it with your attorney, court, or family as needed. Update and regenerate the PDF any time information changes.

Why this helps

Keeps your asset list in one place instead of scattered notes and spreadsheets.
Produces a clear, printable summary that lawyers and courts can review quickly.
Makes it easier to spot missing documentation or assets that still need to be tracked down.
Lets you regenerate updated inventories as new information comes in, without retyping everything.

Related tools

Not legal advice. Courts set their own rules. Keep your original records.