Free Professional Estate Asset Inventory Template
Professional Estate Asset Inventory
Prepared by: [YOUR NAME]
A. Real Estate Properties
-
Talladega, AL 35160 - Residential Property
-
Tucson, AZ 85710 - Commercial Property
-
Harrod, OH 45850 - Agricultural Land
B. Vehicles
|
Make |
Model |
Year |
VIN |
|---|---|---|---|
|
Ford |
F-150 |
2050 |
1FTFW1E57JFC12345 |
|
Toyota |
Camry |
2050 |
4T1BF1FK4HU123456 |
|
Honda |
CR-V |
2050 |
5J6RW2H86LL012345 |
C. Bank Accounts
-
Account Number: 1234567890
-
Bank Name: Star Bank
-
Account Type: Checking
-
-
Account Number: 0987654321
-
Bank Name: Spring Bank
-
Account Type: Savings
-
-
Account Number: 1122334455
-
Bank Name: Best Bank
-
Account Type: Business Account
-
D. Investments
-
Stocks:
-
500 shares of Jones Corporation
-
300 shares of VIVA Inc.
-
200 shares of Monster Enterprises
-
Bonds:
-
$10,000 Alabama Municipal Bond
-
$15,000 Arizona Corporate Bond
-
Mutual Funds:
-
Global Growth Fund - 150 units
-
Income Advantage Fund - 200 units
E. Personal Property
|
Item |
Description |
Value |
|---|---|---|
|
Jewelry |
Diamond Necklace |
$5,000 |
|
Artwork |
Painting by John Doe |
$8,000 |
|
Electronics |
Apple MacBook Pro |
$1,500 |
