Can UK property records be used for an estate inventory?

Yes. UK property information can often be checked through HM Land Registry records, mortgage statements, estate agent valuations, and recent sale evidence.

Are bank statements important for an estate inventory?

Yes. Bank and building society statements help confirm account balances, transactions, savings, and debts at the date of death.

How are assets valued for an estate inventory in the UK?

Assets are usually valued at their open market value on the date of death, using professional valuations where appropriate.

How does HMRC guidance support an estate inventory?

HMRC guidance helps executors identify taxable assets, allowable liabilities, valuation requirements, and inheritance tax reporting obligations.

Is an estate inventory submitted with a probate application?

An estate inventory is not always filed as a standalone document, but its information is often used for probate applications and inheritance tax forms.

What documents prove estate debts and liabilities?

Liabilities can be verified using credit card statements, loan agreements, mortgage balances, utility bills, care home invoices, tax records, and funeral invoices.

Are pensions included in an estate inventory?

Pensions may affect estate administration, but many pension benefits fall outside the estate. Scheme statements and provider correspondence should be checked.

Should investments be listed in an estate inventory?

Yes. Shares, funds, ISAs, bonds, and other investments should be listed with provider statements and values at the date of death.

Do personal possessions need to be valued?

Personal possessions may need valuation if they are valuable, such as jewellery, antiques, art, collections, vehicles, or high-value household items.

How does this Sources page relate to the estate inventory document generator?

The Sources page supports evidence gathering, while the main estate inventory generator helps turn that information into a structured Inventory of Assets document.

EN-GB>Wills>Inventory of Assets>United Kingdom Estate Inventory Sources

Estate Inventory Document Sources In The United Kingdom

Created: 9 Jun 2026

This dataset helps readers identify reliable sources for estate inventory documents, supporting asset tracing, probate research, and record validation. Explore the wider AI Generated British Inventory of Assets category for related UK estate inventory resources.

Information Type	Details Usually Provided	Where to Find It	Reliability Level	Practical Notes
HMRC estate valuation guidance
Tax, Financial, Property	Explains assets, debts and date-of-death valuation approach for estate reporting.	GOV.UK HMRC guidance pages.	High	Use as framework evidence still needed for each asset and liability.
Inheritance Tax account IHT400
Tax, Financial, Property, Business	Detailed assets, liabilities, gifts, exemptions and relief claims.	Executor files, solicitor papers, HMRC form collection.	High	Shows reported figures, but supporting valuations should be retained.
Excepted estate Inheritance Tax return
Tax, Financial, Property	Summary estate values where full IHT400 is not required.	Probate application papers, solicitor file, executor records.	High	May contain less detail than an IHT400 verify individual assets.
Grant of probate or letters of administration
Personal Records, Financial	Confirms personal representatives and may show gross and net estate values.	Probate registry, executor papers, GOV.UK probate search.	High	Useful summary only not a full itemised inventory.
Will and codicils
Personal Records, Financial, Property, Business	Specific gifts, executors, trustees and clues to assets or business interests.	Home safe, solicitor, bank storage, will storage provider.	Medium	May be outdated and rarely lists all assets.
Death certificate
Personal Records	Date of death, identity details and registration information.	Family papers, register office, GRO certificate order service.	High	Establishes valuation date but not assets.
Marriage or civil partnership certificate
Personal Records, Tax	Spouse or civil partner identity relevant to exemptions and survivorship checks.	Family records, register office, GRO service.	High	Check separation, divorce or remarriage records where relevant.
Divorce final order or decree absolute
Personal Records, Financial, Property	Confirms divorce status and may lead to financial order records.	Court papers, solicitor files, HMCTS copy order service.	High	Financial orders may reveal pensions, property and settlement obligations.
HM Land Registry title register
Property	Registered owner, title number, tenure, charges and restrictions.	HM Land Registry online property information service.	High	Confirms ownership but not current market value.
HM Land Registry title plan
Property	General boundaries and land included in the registered title.	HM Land Registry property information service.	High	Plans show general boundaries check deeds for detail.
Unregistered property title deeds
Property	Historical conveyances, ownership chain, mortgages, easements and covenants.	Home deeds packet, solicitor, lender, bank storage.	High	May require conveyancer review before relying on ownership position.
District Valuer Services guidance
Property, Tax	Independent valuation services and valuation support for public sector and tax contexts.	Valuation Office Agency guidance and professional valuation reports.	High	Useful where property value may be scrutinised by HMRC.
Estate agent market appraisal
Property	Indicative sale value, comparable sales and local market comments.	Local estate agents, executor correspondence, valuation emails.	Medium	Obtain multiple appraisals not equivalent to formal RICS valuation.
RICS Red Book valuation report
Property, Tax	Professional market valuation, assumptions, comparables and valuation date.	Chartered surveyor report, solicitor or executor file.	High	Best for valuable, unusual or disputed property.
Mortgage redemption statement
Financial, Property	Outstanding mortgage balance, interest, charges and redemption figure.	Lender, online mortgage account, solicitor or home paperwork.	High	Request balance at date of death, not current balance only.
Lease or leasehold information pack
Property, Financial	Lease term, ground rent, service charges and management obligations.	Deeds, managing agent, landlord, solicitor file.	High	Arrears and short lease terms can materially affect value.
Council tax bill
Property, Financial	Property address, billing authority, account holder, arrears or credit.	Post, council online account, bank payments, local authority.	Medium	Does not prove ownership check Land Registry or deeds.
Utility bills and final statements
Financial, Property	Gas, electricity, water, broadband balances, credits and account numbers.	Post, email, supplier portals, bank statements.	Medium	Final bills may change after meter readings and closure.
Bank current account statements
Financial	Balances, transactions, standing orders, direct debits and account numbers.	Paper files, online banking, bank branch, email alerts.	High	Request balance and accrued interest at date of death.
Savings account statements
Financial	Account balance, interest, account type and maturity dates.	Bank correspondence, passbooks, online banking, tax certificates.	High	Include accrued interest to date of death where provided.
Building society passbook
Financial	Savings balances, transactions and account identifiers.	Home drawers, safe, document box, handbag or wallet.	Medium	Passbook may be outdated confirm with institution.
Cash found at home
Financial	Physical sterling or foreign currency held by the deceased.	Wallets, safes, drawers, cupboards, deposit boxes.	Medium	Record count, location, witnesses and exchange rate if foreign currency.
Credit card statements
Financial, Digital Records	Outstanding balance, recurring payments, refunds and merchant clues.	Post, email, card provider app, bank direct debits.	High	Check pending transactions, interest and payment protection refunds.
Personal loan agreement and statement
Financial	Outstanding loan balance, lender, term, interest and security details.	Loan paperwork, online lender account, bank payments.	High	Ask lender for exact date-of-death settlement balance.
Overdraft facility records
Financial	Overdrawn balance, arranged limit, charges and interest.	Current account statements and bank correspondence.	High	Treat overdrawn balances as estate liabilities.
NS&I Premium Bonds and savings records
Financial	Premium Bonds, savings certificates, income bonds and account values.	NS&I correspondence, prize notices, online account, tracing request.	High	Check for unclaimed prizes and all NS&I products.
Investment platform statement
Financial	Funds, shares, ISAs, cash balances, valuations and account numbers.	Platform portal, emails, annual tax packs, adviser files.	High	Request date-of-death valuation and income accrued but unpaid.
Share certificates
Financial, Business	Company name, shareholder name, number and class of shares.	Home files, safe, solicitor, registrar correspondence.	Medium	Confirm current holding with registrar certificates may be obsolete.
Dividend vouchers and tax statements
Financial, Tax	Shareholdings, dividends paid, tax year and registrar details.	Post, email, tax files, investment platform documents.	Medium	Shows income, not necessarily full holding at death.
Share registrar holding statement
Financial, Business	Registered shareholdings, nominee details, transfers and dividend mandates.	Registrar such as Equiniti, Computershare or Link Group.	High	Useful where paper certificates or old dividend vouchers exist.
London Stock Exchange historic prices
Financial, Tax	Quoted share prices around the date of death.	LSE website, broker reports, financial data providers.	High	Use HMRC valuation rules for quoted securities where applicable.
ISA statements
Financial, Tax	Cash ISA, stocks and shares ISA, accrued interest and investments.	Bank, platform, provider portal, annual statements.	High	ISA tax status changes after death obtain provider figures.
Pension scheme statements
Financial, Tax	Scheme type, death benefits, nominations, fund value and dependants benefits.	Pension provider, employer HR, emails, annual benefit statements.	High	Some pension death benefits fall outside the estate check scheme rules.
Pension Tracing Service results
Financial, Personal Records	Contact details for workplace or personal pension providers.	GOV.UK Pension Tracing Service.	Medium	Identifies providers only providers confirm benefits and values.
DWP State Pension and benefits letters
Financial, Personal Records	State Pension, benefits, overpayments or arrears due to estate.	Post, online account, bank credits, Tell Us Once follow-up.	High	Check for recoverable overpayments and arrears after death.
Life insurance policy documents
Insurance, Financial	Policyholder, sum assured, beneficiaries, trust status and premiums.	Policy schedule, bank payments, insurer emails, adviser files.	High	Policies in trust may not form part of the estate inventory value.
Home contents insurance schedule
Insurance, Property	Insured contents value, specified jewellery, art and valuables.	Policy folder, insurer portal, email, broker correspondence.	Medium	Insured value may be replacement value, not probate market value.
Vehicle V5C log book and insurance
Property, Insurance	Vehicle details, registered keeper, insurer and policy information.	Vehicle documents, DVLA records, insurer portal, glovebox.	Medium	Registered keeper is not always legal owner check finance agreements.
Vehicle finance agreement
Financial, Property	Outstanding finance, ownership terms, settlement figure and vehicle details.	Finance company, bank payments, car purchase file, emails.	High	Hire purchase or PCP may mean the estate does not own the vehicle outright.
MOT history record
Property	Vehicle mileage, test history and registration details.	GOV.UK MOT history service using registration number.	Medium	Supports valuation but does not prove ownership.
Companies House company records
Business, Financial	Directorships, share capital, filings, accounts and persons with significant control.	Companies House online register.	High	Does not always show exact beneficial ownership or current value.
Private company register of members
Business, Financial	Legal shareholders, share classes, transfers and share numbers.	Company statutory books, accountant, company secretary, registered office.	High	Key evidence for private company shares valuation may need accountant.
Company accounts and management accounts
Business, Financial, Tax	Assets, liabilities, profit, reserves, director loans and trading position.	Companies House, accountant, accounting software, company files.	Medium	Historic accounts may not show date-of-death market value.
Partnership agreement
Business, Financial	Profit shares, capital accounts, death provisions and buyout terms.	Business files, accountant, solicitor, partners.	High	Check whether death triggers automatic transfer or valuation formula.
Sole trader accounts
Business, Financial, Tax	Business assets, debts, stock, debtors, creditors and goodwill clues.	Accountant, bookkeeping software, tax files, business premises.	Medium	Stock and equipment may need separate market valuation.
Self Assessment tax returns
Tax, Financial, Business	Income sources, rental income, dividends, interest and business profits.	HMRC online account, accountant files, tax software, paper records.	High	Good lead source, but asset capital values are often absent.
P60, P45 and payslips
Tax, Financial, Personal Records	Employment income, tax deducted, employer and unpaid salary clues.	Employer payroll, HMRC account, home tax file, emails.	High	Check final salary, bonus, holiday pay and death-in-service benefits.
HMRC personal tax account
Tax, Financial, Personal Records	Tax codes, PAYE income, pension income and HMRC correspondence.	HMRC online services, accountant, executor correspondence with HMRC.	High	Access may require executor authority and HMRC bereavement process.
Tenancy agreements and rental statements
Property, Financial, Tax	Rental property, tenants, deposits, rent arrears and management fees.	Letting agent, landlord files, emails, bank receipts.	High	Check deposit protection, arrears and landlord liabilities.
Tenancy deposit scheme record
Property, Financial	Protected deposit amount, property, tenant and scheme details.	Deposit scheme portal, letting agent, tenancy paperwork.	High	Tenant deposit is usually a liability, not estate money.
Funeral invoice and receipt
Financial	Funeral costs paid or payable by the estate.	Funeral director, family payer, bank records, executor file.	High	Keep receipts and identify who paid before reimbursement.
Care home or home care invoices
Financial, Personal Records	Care fee arrears, credits, deposits and local authority contributions.	Care provider, local authority, bank payments, family files.	High	Check final invoice and any deferred payment agreement.
Local authority deferred payment agreement
Financial, Property	Care cost debt secured against property and accrued interest.	Local authority adult social care, property title, solicitor file.	High	May create secured estate liability affecting net property value.
NHS continuing healthcare correspondence
Financial, Personal Records	Funding decisions, reviews, refunds or care cost liabilities.	NHS integrated care board, care files, family correspondence.	Medium	Potential claims or refunds may be uncertain and slow.
Jewellery valuation certificate
Property, Insurance	Description, gemstones, metal, insurance value and photographs.	Insurance file, jeweller, safe, valuation folder.	Medium	Insurance valuation may exceed open market probate value.
Art, antiques and collectibles appraisal
Property	Item descriptions, provenance, condition, photographs and estimated value.	Valuer, auction house, insurance schedule, home inventory.	Medium	Use specialist valuation for rare or high-value items.
Auction house probate valuation
Property, Financial	Estimated auction values for household contents and collectibles.	Local auctioneer, specialist auction house, executor file.	Medium	Sale proceeds may differ after fees, VAT and market changes.
Safe deposit box inventory
Financial, Property, Personal Records	Contents such as documents, jewellery, cash, deeds or certificates.	Bank, private vault provider, key tags, payment records.	Medium	Open with provider procedure and record contents carefully.
Solicitor client file
Personal Records, Property, Financial, Business	Will, deeds, trusts, settlements, litigation and asset correspondence.	Known solicitor, successor practice, SRA intervention records.	Medium	File may be archived, incomplete or subject to identity checks.
Accountant file
Tax, Financial, Business	Tax returns, accounts, rental schedules, capital gains and business assets.	Accountant, tax software, emails, invoices from accountancy firm.	Medium	Accountant records are strong leads but may rely on client information.
Financial adviser portfolio file
Financial, Insurance, Tax	Investments, pensions, insurance policies, risk profile and providers.	Adviser firm, emails, annual review packs, fee statements.	Medium	Confirm values directly with product providers.
Trust deed and trust accounts
Financial, Property, Tax	Trust assets, trustees, beneficiaries, powers and tax treatment.	Solicitor, trustees, family papers, accountant.	High	Trust assets may be outside the estate but relevant for IHT.
Lasting power of attorney records
Personal Records, Financial, Property	Attorney details and possible prior asset management records.	Office of the Public Guardian, attorney files, solicitor.	Medium	Authority ends on death, but attorney records may identify assets.
Court of Protection deputyship accounts
Personal Records, Financial, Property	Annual accounts of assets, income, spending and liabilities.	Deputy, Office of the Public Guardian, solicitor files.	High	Very useful where deceased lacked capacity before death.
Lifetime gifts schedule
Tax, Financial, Property	Gifts, dates, recipients, values and exemptions for IHT review.	Bank statements, solicitor files, tax records, family correspondence.	Medium	Review at least seven years and gifts with reservation issues.
Gift with reservation evidence
Tax, Property, Financial	Evidence that donor continued to benefit from gifted asset.	Deeds, occupation records, bank payments, family agreements.	Medium	Can bring gifted property back into IHT calculation.
Foreign bank and property records
Financial, Property, Tax	Overseas accounts, property, investments, income and local tax liabilities.	Foreign bank papers, local lawyers, tax returns, emails.	Medium	May require local probate, currency conversion and specialist tax advice.
Cryptocurrency wallet and exchange records
Digital Records, Financial, Tax	Crypto holdings, wallet addresses, exchange balances and transaction history.	Exchange apps, hardware wallets, seed phrase storage, emails.	Medium	Access depends on private keys preserve devices and recovery phrases.
Password manager vault
Digital Records, Financial, Personal Records	Logins for banks, investments, utilities, cloud storage and subscriptions.	Devices, browser extensions, emergency access documents.	Medium	Use only with lawful authority and provider terms.
Email account records
Digital Records, Financial, Insurance, Business	Provider notices, statements, policy emails, invoices and online accounts.	Laptop, phone, webmail, family access information.	Low	Useful for leads verify directly with institutions.
Cloud storage folders
Digital Records, Personal Records, Financial	Scanned IDs, statements, contracts, tax files and inventories.	Google Drive, iCloud, OneDrive, Dropbox, devices.	Low	Documents may be drafts or outdated confirm originals or providers.
Mobile phone and computer apps
Digital Records, Financial, Personal Records	Banking apps, investment apps, wallets, subscriptions and contacts.	Deceased personu0027s phone, tablet, laptop, backups.	Low	Preserve devices avoid unauthorised access or account changes.
Online marketplace seller accounts
Digital Records, Business, Financial	Seller balances, stock, sales, refunds and customer liabilities.	eBay, Amazon, Etsy, PayPal, Stripe, emails.	Medium	Check pending disputes, platform holds and tax reporting.
PayPal and payment app statements
Digital Records, Financial, Business	Balances, linked bank accounts, sales receipts and transfers.	Payment apps, emails, bank statement links, marketplace accounts.	High	Request official date-of-death balance from provider where material.
Subscription and membership accounts
Digital Records, Financial	Recurring charges, refunds, credits, licences and service commitments.	Bank statements, app stores, email receipts, account portals.	Low	Mainly useful for stopping payments and identifying digital accounts.
Social media account records
Digital Records, Personal Records, Business	Business pages, marketplace activity, contacts and stored media.	Facebook, Instagram, LinkedIn, X, account emails, devices.	Low	Usually a lead source account access depends on platform rules.
Private loan notes and IOUs
Financial, Personal Records	Money owed to or by the deceased, repayment terms and borrower details.	Home papers, emails, messages, bank transfer references.	Low	Enforceability and recoverability may need legal assessment.
Litigation or compensation claim file
Financial, Personal Records, Business	Potential claims, settlements, costs liabilities and court orders.	Solicitor, insurer, court papers, emails.	Medium	Value may be contingent and should be recorded separately.
Individual Insolvency Register search
Financial, Personal Records	Bankruptcy, debt relief orders or IVAs affecting assets and debts.	GOV.UK Individual Insolvency Register.	High	Insolvency may affect who controls assets and creditor priority.
Credit reference agency file
Financial, Personal Records	Loans, credit cards, mortgages, addresses and linked accounts.	Experian, Equifax, TransUnion, executor request processes.	Medium	Good for discovering debts balances must be confirmed with lenders.
Royal Mail redirection post
Personal Records, Financial, Insurance, Tax	Incoming statements, demands, policy renewals and asset correspondence.	Redirected post to personal representative or family address.	Low	Discovery tool only verify with original providers.
Tell Us Once confirmation
Personal Records, Tax, Financial	Government bodies notified about death, including HMRC, DWP and DVLA.	Registrar information, Tell Us Once reference, executor notes.	High	Notification service, not a full inventory or valuation source.
Death Notification Service submission
Financial, Personal Records	Notifies participating banks and financial institutions of death.	Death Notification Service website and confirmation emails.	Medium	Only covers participating organisations still contact known providers.
My Lost Account search results
Financial	Possible dormant bank, building society and NS&I accounts.	My Lost Account online tracing service.	Medium	Search result is a lead institution confirms ownership and balance.
Reclaim Fund and dormant asset information
Financial	Information on reclaiming dormant account money transferred to scheme.	Original financial institution or Reclaim Fund information.	Medium	Usually start with the bank or provider, not directly with estate inventory.
Employer benefits and death-in-service records
Financial, Insurance, Personal Records	Salary due, pension, death-in-service cover and employee benefits.	Employer HR, payroll, benefits portal, employment contract.	High	Death-in-service benefits may be discretionary and outside estate.
Employment contract
Personal Records, Financial, Insurance	Employer, benefits, share schemes, bonus, notice and insurance cover.	Home files, work email, HR portal, employer records.	Medium	Terms may have changed verify with employer.
Employee share scheme statements
Financial, Tax, Business	Options, restricted shares, SAYE, SIP holdings and tax treatment.	Employer, share plan administrator, payroll, online portal.	High	Death may trigger exercise deadlines or special scheme rules.
Farm accounts and agricultural property records
Business, Property, Tax	Land, livestock, machinery, tenancies, subsidies and relief evidence.	Farm office, accountant, land agent, tenancy files.	Medium	Agricultural relief claims need detailed occupation and use evidence.
Business relief evidence file
Business, Tax, Financial	Business assets, ownership period, trading status and relief eligibility.	Accountant, company records, partnership documents, tax file.	Medium	Relief depends on facts investment businesses may not qualify.
Intellectual property registrations and royalty statements
Business, Financial, Digital Records	Copyright royalties, trademarks, patents, licences and royalty income.	IPO registers, publisher statements, licence agreements, emails.	Medium	Ownership and future income may need specialist valuation.
UK patent register record
Business, Financial	Patent owner, application status, renewal history and inventors.	UK Intellectual Property Office patent search.	High	Register confirms rights but not commercial value.
Domain name registrar account
Digital Records, Business, Financial	Domain names, renewal dates, website ownership and hosting links.	Registrar emails, hosting account, password manager, WHOIS lookup.	Medium	Valuable domains or income websites may need specialist valuation.
Family court financial order
Financial, Personal Records, Property	Maintenance, lump sums, property adjustment and pension sharing obligations.	Court papers, solicitor file, former spouse correspondence.	High	Outstanding obligations or rights may affect estate liabilities.
Travel, health or accident insurance claim
Insurance, Financial	Possible claim proceeds, medical costs, repatriation or cancellation refunds.	Policy documents, insurer emails, bank payments, travel files.	Medium	Claim value may be uncertain until insurer accepts liability.
Prepaid funeral plan
Financial, Insurance, Personal Records	Plan provider, covered funeral services and unused balance or shortfall.	Plan documents, funeral director, bank payments, provider correspondence.	High	Check FCA-authorised provider and exact services covered.
Premium Bonds prize history
Financial	Unclaimed prizes and recent Premium Bonds winnings.	NS&I prize checker, holder number, NS&I correspondence.	High	Prizes due to the deceased may be estate assets.
Charitable donation and Gift Aid records
Tax, Financial	Donation history, regular payments and possible legacy intentions.	Bank statements, charity receipts, tax returns, emails.	Medium	May help identify regular gifts and IHT charity legacy issues.
Purchase receipts for valuables
Property, Financial, Insurance	Purchase date, item description, price and seller details.	Receipts folder, email, warranty cards, insurance file.	Medium	Purchase price may not equal date-of-death value.
Warranties and appliance receipts
Property	Household goods, electronics, purchase dates and possible resale value.	Home files, email receipts, retailer accounts.	Low	Useful only where contents are material or separately gifted.
Student Loans Company statement
Financial	Student loan balance and repayment status.	SLC online account, payslips, HMRC records, letters.	High	Most UK student loans are cancelled on death confirm with SLC.
HMRC Inheritance Tax Manual quoted shares guidance
Tax, Financial	Technical approach to valuing quoted shares for IHT.	HMRC internal manual on GOV.UK.	High	Use for method obtain market data for actual securities.
Administration of Estates Act 1925
Personal Records, Financial, Property	Legal framework for administration of estates in England and Wales.	Legislation.gov.uk.	High	Legal context only not an asset source.
Inheritance Tax Act 1984
Tax, Financial, Property, Business	Statutory basis for IHT charges, transfers, reliefs and exemptions.	Legislation.gov.uk.	High	Technical legislation use alongside HMRC guidance or advice.
Non-Contentious Probate Rules 1987
Personal Records, Financial	Rules governing non-contentious probate applications and grants.	Legislation.gov.uk.	High	Procedure source does not identify estate assets itself.

What Records Are Most Useful For Preparing A UK Estate Inventory?

Start with official and third-party statements: bank, investment, pension, mortgage, Land Registry, insurance and HMRC records are usually the most reliable evidence for an estate inventory. Household paperwork and family notes are useful leads, but should normally be checked against providers or public registers.

Which Values Matter For Probate And Inheritance Tax?

For UK estates, values should normally be gathered at the date of death. Assets and liabilities may need evidence for probate and Inheritance Tax reporting, including bank balances, share prices, property valuations, debts, lifetime gifts and jointly owned assets. HMRC guidance on valuing an estate is a key source: https://www.gov.uk/valuing-estate-of-someone-who-died.

Where Should Personal Representatives Look First?

Property: Land Registry title registers, mortgage statements, leases, council tax bills and estate agent or RICS valuations.
Money and investments: bank statements, online accounts, dividend vouchers, investment platform statements and NS&I records.
Debts: credit card statements, loan agreements, utility bills, HMRC correspondence and funeral invoices.
Digital and hidden assets: password managers, email accounts, device records, cryptocurrency wallets and online marketplace accounts.

What Cautions Apply When Using These Sources?

Some sources show ownership but not value, while others show value but not legal ownership. Joint accounts, jointly owned property, nominated pensions, trust assets and business interests may need separate treatment. Personal representatives should keep copies of evidence, record assumptions and obtain professional valuations where assets are material, unusual or likely to be challenged.

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FAQs

What is the purpose of the Estate Inventory Document Sources page?

It identifies reliable UK sources of information for preparing an estate inventory, including asset records, liability evidence, valuation documents, and estate administration guidance.

What sources are commonly used to create an estate inventory in the UK?

When is an estate inventory needed in the United Kingdom?

Who prepares an estate inventory?

What should be included in an Inventory of Assets?

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