Inventory of Assets
A detailed list of everything the deceased owned at the time of death — bank accounts, property, investments, personal belongings, and their values.
Every asset must be identified and valued.
The court expects a complete list — bank accounts, investments, real estate, vehicles, personal property, and their fair market values. Missing an asset or misstating a value can create legal issues later.
When do you need this form?
You've been appointed and need to catalog all estate assets for the court.
This site provides general information, not legal advice. For legal counsel, consult a licensed attorney. Official forms are maintained by New York State and may change.
Not sure how to fill out this form?
Our team walks families through the entire process — from paperwork to filing with the court.
(516) 703-6942Other accounting forms
Petition for Judicial Settlement of Account (Administration)
Asks the court to formally approve the administrator's accounting — showing how estate funds were collected, spent, and distributed.
ACCT-TRUSTPetition for Judicial Settlement of Account (Trust)
Asks the court to formally approve the trustee's accounting of a trust.
PETCOMPPetition for Compulsory Accounting
Forces a fiduciary (executor, administrator, or trustee) to file an accounting with the court when they haven't done so voluntarily.
FIREFirearms Inventory (SCPA §2509)
A required inventory of any firearms owned by the deceased. Must be filed within 15 days of appointment as executor or administrator.
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Get a free consultation — we'll walk you through the process, the timeline, and what documents you need.
Not legal advice — estate property advisory and court filing guidance.