LEGACY · ASSETS · FREE ASSET INVENTORY
Asset Inventory
Organize assets, liabilities, and valuables so family members can find the information and handle the handoff more easily.
Getting started
Work through the checklist at your own pace. It is not saved; it starts over when you close this page.
- Read through the list first.
- Check only items you have actually completed.
- Note questions for a professional outside this webpage.
Never enter passwords, account numbers, or national ID numbers on this page.
Your checklist
What Is an Asset Inventory?
An asset inventory is an index of a person’s assets and obligations, such as real estate, bank accounts, investments, life insurance, valuables, and debts. It gives you and your family a clearer overview and helps locate records when needed. This free checklist helps you start.
What This Checklist Helps You Organize
- Group real estate, land, buildings, and vehicles.
- List bank deposits, bonds, stock portfolios, and mutual funds.
- List valuables such as gold, collectibles, amulets, and digital assets.
- Record where ownership documents are kept; do not enter passwords or account numbers.
How the Checklist Tracks Progress
The checklist follows a personal balance-sheet approach and automatically shows progress in your browser.
Checklist Scope
This free tool is a starting point for organizing an asset inventory.
Related tools
Frequently Asked Questions About Asset Inventories
Why create an asset inventory now?
It can help reduce the risk that assets or deposits are overlooked because family members do not know they exist or where records are kept.
Do I need to enter exact balances or account numbers?
No. It is not necessary or recommended. List the asset type, financial institution, and where records are kept.
Why include liabilities in an asset inventory?
Liabilities may need to be addressed as part of estate administration before assets are distributed. The applicable rules depend on the circumstances and law.
How often should I review the inventory?
Review it at least once a year, or after a significant asset is bought or sold.
Where is checklist information stored?
If you choose to save it, checklist data is stored in this device’s browser. See the Privacy Policy for information about external services.
Where should I keep the completed inventory?
Print it or save it to a USB drive in a secure place, then tell your estate administrator where it is kept.