Premium Tool
Estate Inventory & Net Worth
what you own and owe, in one list.
List everything you own and everything you owe. The tool totals it as you type: gross estate, total debts, net estate, and how much likely passes outside your will. Once you have Premium, your work saves in this browser first and syncs to your account.
What’s included
- Rows for every asset category: real estate, vehicles, bank and investment accounts, retirement, life insurance, business interests, personal property
- Live totals as you type: gross estate, total debts, net estate, and how much likely bypasses probate
- Titling on every asset (sole, joint, trust, or beneficiary designated) so you can see what passes outside your will
- Download as a formatted PDF or Word document, print it, or copy the text
Estimates for planning, not an appraisal or legal advice.
The short answer
An estate inventory is the complete list of what you own and owe: accounts, property, vehicles, debts, policies, and where each one lives. Executors have to build this after a death; you can hand yours a finished copy by making it now. The builder on this page totals net worth as you go and flags accounts missing a beneficiary.
Reviewed August 2026
Then audit the beneficiaries →What your spouse should know →
About this tool
What Estate Inventory & Net Worth helps you do
Record the assets and debts you know about, calculate an estimated net value, and create an inventory for your executor to review. Accounts, property, debts, documents, and contacts can be difficult for someone else to reconstruct. This inventory creates a current map of what you choose to record. It may also reveal an account without a beneficiary designation.
Open the planning checklist →