Free Estate Asset Inventory Template
Tabzoola's free estate asset inventory maker lists what you own and owe in one place — accounts, retirement plans, real estate, insurance, debts and digital assets — with who each asset passes to, the people to call and where your documents are kept. Fill in what applies and download the PDF, or print a blank form to fill in by hand. It is made in your browser: nothing you type is uploaded or stored.
Nothing leaves your browser — the PDF is made on this device and nothing is stored. Account numbers: last 4 digits only. Never type passwords.
Bank & cash accounts · 1 entry
Checking, savings, CDs, money market. Payable-on-death names go under Beneficiary.
Investment & brokerage accounts · 0 entries
Retirement accounts · 1 entry
401(k), 403(b), IRA, Roth, pension. These pass by beneficiary designation.
Real estate · 1 entry
Address, how title is held, mortgage lender in Notes.
Vehicles · 0 entries
Life insurance & annuities · 0 entries
Business interests · 0 entries
Personal property & valuables · 0 entries
Jewelry, art, collections, safe deposit box (location only).
Debts & liabilities · 0 entries
Mortgages, loans, credit cards. Enter the balance as the value.
Digital assets · 1 entry
Do not write passwords here. Note only where access instructions are kept (a password manager, a sealed letter with your attorney).
Key contacts · 1 entry
Document locations · 1 entry
Tabzoola's 8-tab estate planning binder set includes an Asset Inventory tab, printed with Mylar on every tab. It is $8.17 a set at 25 sets, with a free PDF proof first.
Estate planning binder tabs →The inventory doubles as the starting list for re-titling assets into a trust. Tabzoola's 10-tab trust funding set runs from the Trust Agreement and Schedule A to the Funding Checklist — $9.92 a set at 25 sets.
Trust funding binder tabs →Related: estate binder builder, estate planning checklist, in case of death binder, what to do when someone dies checklist.
Estate asset inventory questions
What is an estate asset inventory?
An estate asset inventory is a list of everything a person owns and owes, with where each asset is held, how it is titled and who it passes to. It lets an executor, trustee or family member find accounts and documents without guessing. Tabzoola's free maker builds one as a printable PDF.
What should an estate asset inventory include?
Bank and cash accounts, investment and brokerage accounts, retirement accounts with their beneficiaries, real estate, vehicles, life insurance and annuities, business interests, valuable personal property, debts, digital assets, the people to call — attorney, CPA, financial advisor, executor — and where the will, trust and other documents are kept.
Should I include account numbers and passwords?
Use only the last four digits of each account number, and never write passwords on the inventory. For digital accounts, note where access instructions are kept instead, such as a password manager with emergency access or a sealed letter held by your attorney. Tabzoola's form keeps only the last four digits automatically.
Who should have a copy of my asset inventory?
That is your decision. Many people keep the original with their estate planning documents and give a copy to their executor or successor trustee, their estate planning attorney, or both, and update it once a year or after a major change.
Is the information I type stored anywhere?
No. Tabzoola's estate asset inventory maker builds the PDF inside your browser; nothing you type is sent to Tabzoola or saved. Closing the page clears it, so download the PDF before you leave.
An organizing aid, not legal, tax or financial advice. Talk with your estate planning attorney about how your assets pass.