Estate planning legal support
Estate asset inventories
Administration begins with knowing what the estate actually contains and how each asset passes. We build the inventory: every asset categorised, valued, and classified as probate or non-probate, with the document behind each entry.
- Published price
- $200–600 / estate
- Turnaround
- 48 hours
- Without us
- $800–2,500
Fixed per unit, not hourly. No minimum engagement. Quoted before we start.
What you receive
A categorised inventory of the estate's assets, values and titling, ready for administration.
- A categorised inventory: real property, financial accounts, retirement, business interests, personal property
- Date-of-death values with the source of each valuation recorded
- Titling and beneficiary designations recorded per asset
- Probate versus non-probate classification with the basis for each classification
- Known liabilities listed against the assets they encumber
- A court-format inventory where the jurisdiction requires a specific form
What it costs, and what it replaces
Both figures are published ranges for the same unit of work. Ours is fixed before we start; if our process gets faster, that is our gain and your price does not move.
How engagements are structured →- Adnah Legal
- $200–600 / estate
- Typical cost without us
- $800–2,500 / estate
Roughly 76% lower at the midpoint of each published range.
How the work runs
01
Asset discovery
We work through the documents and identify assets referenced anywhere in them, including accounts that only appear as a transfer or a dividend on a tax return.
02
Valuation and sourcing
Date-of-death values are recorded with the source for each, so every figure can be supported later rather than re-derived.
03
Titling and classification
Titling and beneficiary designations are recorded per asset and each is classified as probate or non-probate with the basis stated, because that classification drives the entire administration.
04
Format and deliver
The inventory is produced in the court's required format where one applies, with a gap list of assets suspected but not yet documented.
What we need from you
- Statements, deeds, titles, policies and business records for the estate
- The date of death
- The jurisdiction and the court's inventory form, where one is required
- Any prior inventory or the decedent's own asset list
What we check before delivery
- Every value carries a recorded source and date
- Titling is verified against the deed, title or statement rather than assumed
- Beneficiary designations are confirmed from the account documents, not from the family's understanding
- Assets referenced but not documented are listed as open items rather than omitted
When firms send us this
- Opening an administration where the documents arrived in a box
- Court-required inventories with a filing deadline
- Estates with business interests or many small accounts
- Trust administrations needing a schedule of funded and unfunded assets
Questions about asset inventories
Do you value assets?
We record values from documentary sources and identify which assets need a professional appraisal. We do not appraise real property, closely held businesses or collectibles.
Can you produce the court's form?
Yes. Name the jurisdiction and we deliver in the required inventory format rather than a generic schedule.
What about assets we suspect but cannot document?
They go on a separate open-items list with what has been seen so far and what would confirm them, rather than being included as if documented.
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Send one and judge the output.
Asset inventories at $200–600 per estate, 48 hours. No minimum, no scoping call, no onboarding cycle.