Guides ยท Finance
Estate Inventory Basics
List assets and debts clearly
Creating an estate inventory means cataloging accounts, property, insurance, debts, contacts, and key documents, keeping it updated and accessible to executors.
- estate inventory
- assets
- debts
- executor
- documents
Catalog Assets
List accounts, property, insurance, and beneficiaries.
Note Debts
Document loans, credit, and recurring bills.
Store and Update
Keep copies and contacts together; refresh at least yearly.