Estate Inventory Checklist

Properly evaluate assets of Person/Estate at the time of appointment, including:

Cash on hand

Real Property (real estate, land, buildings, machinery, boats, motor vehicles

including cars and motorcycles, equipment, furniture, jewelry, etc)

Liquid Assets (stocks, bonds, insurance policies, accrued incomes, amounts

receivable, etc)

Inquire about the ownership interest in the assets (deed, certificate of ownership, joint-bank accounts, etc) and any potential encumbrances, liens, or other charges against the items

Inquire about outstanding debts/amounts owed

Conduct an online search of the California Unclaimed Property website and various county websites

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