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