Estate assets
What the estate owns
List everything the estate owns. This shapes the estate accounting.
Inventory total$468,900.00
Assets4
Passes outside probate$96,000.00
Named-beneficiary assets usually pass outside probate. Of the total above, $372,900.00 stays in the probate estate. Keep them on this list even so. Which assets pass outside probate is part of the answer, so removing them takes away the reasoning rather than tidying it.
| Asset | Type | Value at date of death | Probate treatment | Actions |
|---|---|---|---|---|
| Fidelity brokerage, held by the trust | Investment | $340,000.00 | ||
| Chase checking, in her own name | Bank account | $18,400.00 | ||
| Vanguard IRA | Retirement account | $96,000.00 | ||
| 2019 Subaru Outback | Vehicle | $14,500.00 |
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