Probate Inventory Software
Simplify Probate Inventory Creation with SaveOr
If you're settling an estate, a probate inventory is often one of the most time-consuming requirements. SaveOr helps you build a probate-ready inventory faster by capturing items with photos, organizing them by room, and generating structured reports.
What Is a Probate Inventory?
A probate inventory is a legally required list of a deceased person's assets filed with the court during estate administration. It must detail all probate assets — personal property, vehicles, financial accounts, collectibles, and more — along with their fair-market values so the executor can settle the estate accurately and transparently.
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Most states require this filing within 60 to 90 days of the executor's appointment. Missing the deadline or submitting an incomplete inventory can delay the entire probate process and expose the executor to personal liability.
How SaveOr Makes Probate Inventories Easy
Photograph Items
Walk through the home and snap photos. SaveOr's AI identifies items and suggests descriptions automatically.
Organize Room by Room
Items are grouped by location — kitchen, bedroom, garage — so nothing gets overlooked during the walkthrough.
Share with Valuation Specialists
Share with your trusted advisors and experts to make sure fair market value is for each item is clearly documented and saved.
Invite Stakeholders
Share the inventory with co-executors, attorneys, and beneficiaries so everyone sees the same list in real time.
Export and File
Generate a court-ready PDF with photos, descriptions, and values that is ready to attach to your probate filing.
Why Executors Choose SaveOr
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Capture items quickly with photos — add items room-by-room, no spreadsheets required
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Keep heirs aligned — share access with family so everyone can review items and stay on the same page
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Document values responsibly — add estimated values, notes, and supporting details for appraisal coordination
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Export clean, court-ready reports — generate structured PDFs you can share with attorneys and the court
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Track assignment decisions — record which beneficiary receives each item digitally
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Maintain an audit trail — every change is logged so you can demonstrate fiduciary responsibility
Probate Inventory Checklist
Below is a comprehensive checklist of the types of assets and information you'll typically want to include. Probate courts generally expect a complete and accurate listing of all probate assets owned by the decedent at the time of death.
Real Property
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Primary Residence and Secondary Homes
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Investment properties, land, or rentals
Include legal descriptions and fair market values.
Personal Property
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Jewelry, watches, and valuables
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Furniture, appliances, and electronics
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Art, collectibles (coins, stamps, antiques)
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Household goods and personal effects
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Tools, equipment, and hobby items
Record descriptions, locations, and estimated values.
Business Interests
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Ownership stakes in LLCs, partnerships, or corporations
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Intellectual property or business assets
Document ownership percentage and valuation method.
Valuation & Documentation
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Current fair market value (as of date of death)
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Photos or video evidence
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Receipts or appraisals for valuable items
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Serial numbers and legal descriptions when applicable
Financial Assets
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Checking and savings accounts
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Money market funds, CDs, brokerage accounts
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Stocks, bonds, mutual funds
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Retirement accounts without payable-on-death beneficiaries
Some accounts bypass probate if they have designated beneficiaries — only include them if required by your jurisdiction.
Vehicles
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Cars, trucks, and motorcycles
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Boats and recreational vehicles
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Trailers and specialty vehicles
Include VINs, titles, and current fair market values.
Other Assets
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Insurance policies payable to the estate
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Safety deposit boxes and contents
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Digital assets (cryptocurrency, online accounts)
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Debts owed to the decedent (loans receivable)
Include account numbers and documentation when available.
Exclusions to Be Aware of
Not all assets are probate assets. Items such as accounts with POD/beneficiaries, trust assets titled outside the estate, and joint property with rights of survivorship are generally not included in the probate inventory.
How SaveOr Simplifies Probate Inventories​
Preparing a probate inventory is one of the most important — and often most overwhelming — duties an executor will face. SaveOr makes this process significantly easier by giving you a centralized digital platform to document, organize, and export your inventory.
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1. Capture Every Asset with Visual Proof
Rather than creating spreadsheets or handwritten lists, photograph items room by room and add descriptions — from jewelry and collectibles to furniture and electronics. This level of detail helps prevent omissions and supports transparency in probate administration.
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2. Add Details Executors Care About
For each asset, record its category, location (e.g., 'Living room - china cabinet'), distinguishing features, date of acquisition, and estimated value. This structured data aligns with what probate courts and fiduciaries expect.
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3. Organize by Room & Category
Group assets in logical sections — real property, vehicles, personal property, collectibles — making your probate inventory easier to review, audit, and file.
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4. Export Court-Ready Reports
Generate downloadable PDF or spreadsheet reports that compile all items and valuations in one place — ideal for sharing with attorneys, accountants, or the probate court.
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5. Collaborate with Family & Professionals
Invite family members, attorneys, or appraisers to review the inventory, leave notes, or confirm interests — reducing disputes and making it easier to manage complex estates.
Who Can Benefit
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Executors and personal representatives
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Families handling estate settlement
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Trust & estate attorneys (via client collaboration)
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Professional organizers and senior move managers
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Estate-sale and auction partners coordinating item disposition
If you're managing probate and need a better system than notes and spreadsheets, SaveOr is built for you. See how other professionals use SaveOr: estate executors, attorneys, and move managers.​
Probate FAQs
What is a probate inventory?
A probate inventory is a court-required document listing all assets in a deceased person's estate, along with their estimated fair-market values. It ensures transparency and helps the executor distribute assets according to the will or state law.
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Who is responsible for filing a probate inventory?
The executor or personal representative appointed by the court is responsible for preparing and filing the probate inventory, typically within 60–90 days of appointment, though timelines vary by state.
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What items need to be included?
Generally, all probate assets must be listed — furniture, jewelry, vehicles, collectibles, bank accounts, and other personal property. Real estate and jointly held assets may be handled separately depending on jurisdiction.
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Does SaveOr replace an appraiser?
No. SaveOr helps you organize and document items efficiently, but formal valuations should be performed by a licensed appraiser when required by the court.
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Can multiple executors collaborate?
Yes. SaveOr allows you to invite co-executors, attorneys, and family members to view and contribute to the inventory in real time.
Is my data secure?
Absolutely. SaveOr uses bank-level encryption to protect your inventory data and photos. Only people you invite can access your account.
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What is the difference between a probate inventory and an estate inventory?
An estate inventory is broader and often used for planning, downsizing, insurance, or family documentation. A probate inventory is specifically created for formal estate administration and court filing. In practice, the formats overlap — what matters is accuracy, consistency, and a clean exportable format. SaveOr supports both workflows.