Inventory & Personal Property

You do not have to decide everything today

It is common for families to feel pressure to begin cleaning out the home quickly. Before removing belongings, take time to understand what is in the property, who has authority to make decisions, and whether the will or other estate documents provide instructions.

Create a basic inventory

A simple inventory can help reduce confusion and protect against misunderstandings. The goal is not to catalog every spoon or towel. Start with items that may have financial, sentimental, legal, or practical importance.

• Jewelry, watches, coins, and collectibles
• Artwork, antiques, and valuable furnishings
• Vehicles, tools, equipment, and firearms
• Important documents, photographs, and family records
• Items specifically mentioned in a will or trust

Use photos and video

Photos and video can create a helpful record of the home's contents before items are moved. Walk room by room and capture closets, storage areas, basement spaces, garages, attics, and outbuildings when applicable.

Be careful with family access

Even when everyone has good intentions, personal property can become a source of disagreement. Clear communication about who may enter the home, what may be removed, and when decisions will be made can prevent conflict later.

Quick Reference

• Do not rush to clean out the home immediately.
• Understand who has authority to make decisions.
• Photograph or video rooms before removing items.
• Identify items with financial, legal, or sentimental value.
• Keep a record of items removed, sold, donated, or discarded.
• Communicate clearly with family members and beneficiaries.

Helpful Tip

Personal property often carries emotional weight that far exceeds its financial value. Slowing down, documenting carefully, and communicating clearly can help preserve both family relationships and estate records.