Florida · Attorney-Style Template
Florida Estate Inventory Worksheet
Fill-in-the-Blank · State-Specific · Instant Download
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What's Included
Comprehensive Florida Estate Inventory Worksheet for probate and estate administration. Drafted under Fla. Stat. §732.101. Covers real property, bank/financial accounts, investment & retirement accounts, life insurance, personal property, business interests, liabilities, and a complete estate summary with executor certification. Designed for Personal Representatives filing a Florida estate inventory. Instant .docx download.
Decedent and Personal Representative information
Real property inventory table (address, title, liens, equity)
Bank and financial accounts table (TOD/POD beneficiary)
Investment and retirement accounts (IRA, 401k, brokerage)
Life insurance policies (beneficiaries, death benefit)
Personal property (vehicles, jewelry, art, collectibles)
Business interests (LLC, corporation, partnership)
Known debts and liabilities with priority ranking
Gross estate and net probate estate summary
State probate statute reference (state-specific)
Executor/Administrator sworn certification
Designed for Personal Representatives filing with probate court
Who This Is For
- Residents with straightforward estates
- Individuals who want a solid will without attorney fees
- Married couples (each spouse needs their own)
- Anyone ready to get their affairs in order
NOT Appropriate For
- Business owners with complex ownership interests
- Blended families with competing inheritance claims
- Property owners in multiple states
- Taxable estates (over federal exemption)
Legal Disclaimer
This template is for informational purposes only and does not constitute legal advice. No attorney-client relationship is formed by purchase. Consult a licensed Florida attorney for advice specific to your situation.
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