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Under Oregon law, a small estate affidavit can be filed if the estate has no more than $75,000 in personal property and no more that $200,000 in real property. These limits may be subject to change. A larger estate may require probate.

Your inventory should include the number of shares of each type of stock, the name of the corporation, and the name of the exchange on which the stock is traded. Meanwhile, you should note the total gross amount of a bond, the name of the entity that issued it, the interest rate on the bond, and its maturity date.

In general, an estate inventory checklist will include financial assets that belonged to the deceased.You will need a certified copy of the death certificate to show the bank to find out the amounts held in each account. Probate inventory samples generally list savings bonds, annuities and certificates of deposit.

Determine Your State's Laws Regarding Inventory Forms. Review the Instructions Provided. Identify Real Property. Identify Personal Property. Identify Bank Accounts. Identify Retirement Accounts. Identify Non-Probate Assets. File the Form With the Court.

Real Estate, Bank Accounts, and Vehicles.Stocks and Bonds.Life Insurance and Retirement Plans.Wages and Business Interests.Intellectual Property.Debts and Judgments.

Estate Inventory Form

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How to fill out Oregon Inventory Of Estate?

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How much does an estate have to be worth to go to probate in Oregon?

How detailed does an estate inventory need to be?

What is general inventory in probate?

How do you fill out inventory for a decedent's estate?

A detailed inventory will help an executor determine whether the estate qualifies for simplified probate procedures.

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