Professional Estate Asset Inventory

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

  1. Stocks:

  • 500 shares of Jones Corporation

  • 300 shares of VIVA Inc.

  • 200 shares of Monster Enterprises

  1. Bonds:

  • $10,000 Alabama Municipal Bond

  • $15,000 Arizona Corporate Bond

  1. 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

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