Probate Inventory

Step 1 — Start the inventory within the first week of appointment

As executor, your clock starts the moment you're appointed — most states require a complete probate inventory within 60 to 90 days. Use SaveOr to begin photographing and cataloging assets immediately, room by room, before anything is moved or distributed.

Step 2 — Let AI handle descriptions and categorization

Photograph each asset and SaveOr's AI suggests names, categories, and estimated values automatically. This eliminates the manual data entry that makes probate inventories so time-consuming and reduces the risk of omissions.

Step 3 — Add values, notes, and supporting documentation

For each item, record its estimated fair market value, condition, location, and any relevant details — serial numbers, purchase history, appraisal notes. This structured data is exactly what probate courts and fiduciaries expect.

Step 4 — Share with co-executors, attorneys, and beneficiaries

Invite the relevant parties to view the inventory in real time. Every change is logged, giving you an audit trail that demonstrates fiduciary responsibility if the estate is ever challenged.

Step 5 — Export and file your court-ready report

Generate a structured PDF with photos, descriptions, and values that your attorney can attach directly to the probate filing. No reformatting, no transcription — meet your deadline with a complete, professional document.