The Simple Estate Inventory Form
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1
2THE SIMPLE ESTATE INVENTORY FORM
A Tool Designed to Assist Individuals and Families
In Determining Estate Value and Will Preparation
This form is designed as a guideline for calculating the current value of an Estate, and is useful in preparing
a more complete Estate Plan. This form is not presented as 100 percent inclusive. There may be assets or
categories of assets not mentioned here which will be required to be noted on IRS Form 706. For the most
accurate and effective plan possible, list all assets within the Estate, and seek the advice and counsel of a
qualified professional.
____________________________________________________________________________________
Fair Market Value
Original Cost
Current Yield
A) REAL ESTATE
Home
____________________________________________________________________________________
Other (rentals, land, oil leases):
1.__________________________________________________________________________________
2.__________________________________________________________________________________
3.__________________________________________________________________________________
4._____________________________
Total value of property
B) STOCKS, BONDS, ANNUITIES
1.___________________________________________________________________________________
2.___________________________________________________________________________________
3.___________________________________________________________________________________
4.___________________________________________________________________________________
5.___________________________________________________________________________________
Total value of stocks and bonds
C) CASH, MORTGAGES, NOTES
RECEIVABLE (CDs, Savings, etc.)
1.___________________________________________________________________________________
2. __________________________________________________________________________________
3.___________________________________________________________________________________
4.___________________________________________________________________________________
5.___________________________________________________________________________________
Total cash, mortgages, notes
D) LIFE INSURANCE
Death Benefit
Current Cash Value
Current Yield
1.___________________________________________________________________________________
2.___________________________________________________________________________________
3.___________________________________________________________________________________
4.__________________________________________________________________________________
Total life insurance
E) JOINTLY OWNED PROPERTY
Value of Share
Original Investment
Current Yield
1.___________________________________________________________________________________
2.___________________________________________________________________________________
Total jointly owned property
F) IRAs/QUALIFIED PLANS
Fair Market Value
Original Cost
Current Yield
1.___________________________________________________________________________________
2. __________________________________________________________________________________
3.___________________________________________________________________________________
4.___________________________________________________________________________________
Total IRAs/Qualified plans
CONTINUED ON BACK
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