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Personal & Estates

Know what the estate owns—and what proves it

Create one private record of property, accounts, collections, vehicles, insurance, liabilities, and the documents attached to each item. This is a sample estate — you already belong here. Start the book for $0, no card.

Sample estate $0 book Estate inventory Not a 706 filing

The estate book

See everything you own, in one place

Ten classes on one sample estate. Start the book for $0. Lots with no mark stay empty instead of a fake total.

Index: Ten classes · Real property · Residence · Deed · Gems · Gem lab report · Listed look-through.

Estate & Collections

Know what the estate owns—and what proves it. Start the book for $0.

One household: a home, two brokerage sleeves, a safe-deposit box, an unmarked painting, titled vehicles. Record each asset, liability, owner, location, and supporting document. See what has a current value, what remains unmarked, and what is excluded. Give counsel a structured record when a gift, sale, incapacity, or probate changes title.

Proven or left unmarked—never guessed. Jurisdica records ownership information you provide; it is not a custodian, appraiser, tax preparer, broker, or legal adviser.

Is this a custodian or a bank?

No. This is not a custodian or a named depository. Your assets never move; the record of them does. Open the estate record

My estate is messy — half of it has no clean paper.

Lots with no mark are first-class. The book records what you can prove today and blocks totals on the rest — honesty over a fake number. See unmarked lots

Why not a spreadsheet?

A spreadsheet dies with its author. The book is structured on the same graph Counsel reads — when probate, a gift, or a sale moves title, the record is already brief-ready. Open a counsel brief

Where is the wine book — last-sale, cellar, tariffs?

Wine is a collector sleeve on this estate: last recorded sale (as-of) by jurisdiction. Overlay is never a fund NAV. Duty wedges stay in the cellar book, not this hero. Open the cellar record

Do watches use the same last-sale print as wine?

No. Watches track publisher asking as-of plus box and papers. Asking is not a sale and not an index print. Missing box or papers stay unpublished. Open the watch record

My estate attorney keeps this already.

The firm's file is the firm's. This book is yours; your attorney gets a clean, structured record through the counsel door instead of a shoebox. Find counsel

Trackers mark to feel good. This book marks honestly or not at all — and it is already structured for the day title moves.

Start your book — $0, no card

No card for the $0 book. Counts are measured; rates are never invented.

Start free brief