Estate Inventory

Your working record of the estate

This is where you track every account, policy, property, and debt in one place. You won't have all of this on day one. Add what you know, and fill in the rest as it comes together.

Using this alongside the Executor Checklist? Items like "Identify all savings and chequing accounts" and "Gather all insurance policies" are tracked here.
Getting your own estate plan in order? The Estate Planning Questionnaire captures everything your lawyer needs.
The Family Guidance & Final Instructions form helps clients leave personal guidance for their family.

Your progress saves automatically. You can close the browser and come back anytime — everything will be where you left it.

You don't need to complete every section right away. Most executors discover information gradually over weeks and months. Blank sections are normal. Fill things in as you go.

Each section collapses. Click any section header to expand or collapse it. The page remembers which sections you had open.

You can share this. Use the Share button to give a co-executor, family member, or professional a read-only link so everyone can see the current state of the estate.

Need a paper copy? Use Full PDF to print the complete inventory. The Professional Team section also has its own standalone print option.

This pairs with the Executor Checklist. The checklist tells you what to do and when. This inventory is where you record what you find.

Estate Overview

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Professional Team

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Track every professional involved in the estate so the executor isn't the one chasing everyone down.

How We Help

Your Cherry Hill team is here to help coordinate the professionals involved in the estate. Depending on how we're working together, that might mean quarterbacking the full process or simply being available when financial questions come up. Either way, our goal is the same: make sure the pieces connect so you don't have to chase everyone down yourself.

  • POA authority ends at death. If the POA and executor are different people, the handoff needs to be managed carefully. We can help facilitate that transition.
  • Cherry Hill never serves as executor or POA. We coordinate, educate, and support — the executor retains all decision-making authority.
  • Keep this section current. Professionals may change as the estate moves through different phases.

Financial Accounts

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Insurance Policies

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Real Property

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Personal Property & Belongings

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Some items are specifically named in the will. Others aren't, but the family still needs to sort out who gets what. This section handles both.

Specific Bequests (Named in the Will)

Family Allocation (Not Named in the Will)

Debts & Liabilities

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Government & Tax

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Do not distribute before CRA clearance. No distributions should be made before the CRA Clearance Certificate is received. If the estate distributes assets early and taxes are owing, the executor may be held personally liable for the shortfall.

Distribution Tracker

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Final distribution amounts may change until the estate is fully settled and the CRA Clearance Certificate is received. Avoid giving beneficiaries specific figures until you're certain.

Your Cherry Hill Team

Questions at any point? Reach out — that's what we're here for.

cherryhill@chpw.ca  |  289-812-1170

Cherry Hill Private Wealth • Harbourfront Wealth Management

Kelowna, BC  |  Burlington, ON

www.cherryhillprivatewealth.ca

Disclaimer
This inventory tool is prepared by Cherry Hill Private Wealth for informational purposes only. It does not constitute legal, tax, or financial advice. The information provided is general in nature and may not apply to your specific circumstances. Always consult with qualified professionals regarding your specific situation. Laws vary by province and territory and are subject to change.