Estate Asset Inventory Checklist
Use this checklist to capture, in one place, everything your family will need to find. Build it once with Vera by voice, store it encrypted in your Personal Vault, and update it once a year.
Financial accounts
- Checking and savings accounts (bank, last 4)
- Brokerage and retirement accounts (401k, IRA, Roth)
- Pensions and annuities
- Cryptocurrency wallets and exchanges
- Safe deposit box (location, key, who can access)
Real estate & vehicles
- Primary residence (deed location, mortgage holder)
- Other property (rental, vacation, land)
- Vehicles (titles, lienholders)
- Boats, trailers, recreational vehicles
Insurance
- Life insurance policies (carrier, policy number, beneficiary)
- Long-term care policies
- Health insurance
- Homeowners and auto insurance
- Umbrella policies
Personal property
- Jewelry, art, collectibles (with photos)
- Heirlooms and items with family meaning
- Firearms (with safe location and legal transfer instructions)
Digital assets
- Email accounts and recovery information
- Password manager and access plan
- Social media accounts (legacy contact set?)
- Cloud storage and photo libraries
- Domain names, websites, online businesses
Debts & obligations
- Mortgages and home equity loans
- Auto loans
- Credit cards
- Personal loans, including loans to family
- Recurring subscriptions to cancel
Key contacts
- Attorney
- Accountant or tax preparer
- Financial advisor
- Insurance agent
- Doctor and primary contacts at care facilities
Build your inventory by voice in one calm conversation with Vera.
Start Free With Your Legacy Letter →Frequently asked questions
Why does my family need an asset inventory?
When someone passes, families typically locate fewer than five of the assets the person owned. An inventory closes that gap and prevents lost accounts, unclaimed insurance, and forgotten property.
Do I need a lawyer to make one?
No. An asset inventory is organizational, not legal. VoiceWill helps you build it by voice, then store it securely in your Personal Vault.
How often should I update it?
Review every 12 months and after major life events: marriage, divorce, new child, home purchase, business sale, or a significant new account.
Is this the same as a will?
No. An inventory tells your family what exists and where to find it. A will tells them who gets what. You need both.
Can I share it with my family now?
You can share access selectively. Many people share a summary today and the full inventory only after a verified loss event.