The Inventory Report

An Inventory report is a guardian of the estate's initial statement detailing any real estate, personal property, bank accounts, securities, and other valuable assets belonging to an incapacitated person.

This report must be filed within 90 days of the start of the guardianship and prior to the creation and filing of a guardian of the estate report.

The help topics below do not show you how to complete the Inventory report form (use the Step-by-Step Guides for that). These topics offer some limited guidance or provide clarification on specific areas of the report form.

Is the Incapacitated Person Deceased?

Answering "No" vs. "Yes"

Learn more about the steps you must follow depending on your answer.

Part II. Assets (Principal)

Question 1 - Assets

Question 2 - Co-Ownership

Question 3 - Homeowner's Insurance

Question 4 - Automobile Insurance

Question 5 - Safe Deposit Box

Part IV. Liabilities/Debts

Question 1 - Debts

Part V. Guardian Coverage

Question 1 - Surety Bond

Question 2 - Professional Guardianship Agency or Attorney

Part VII. Financial Plan

Question 1 - Estimated Expenses

Question 3 - Application for Government Benefits

Question 4 - Real Estate

Question 5 - Power of Attorney

Part VIII. Medical Information

Question 1 - No Code

Question 2 - Health Care Directives

Question 3 - Wills, Trusts, & Burial Accounts

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Signature of Guardian

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