Inventory of Assets
A detailed list of everything the deceased owned at the time of death — bank accounts, property, investments, personal belongings, and their values.
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Every asset must be identified and valued.
The court expects a complete list — bank accounts, investments, real estate, vehicles, personal property, and their fair market values. Missing an asset or misstating a value can create legal issues later.
Keystone Pinnacle Pro offers document preparation for selected forms. Check availability, scope and pricing on Pro. Preparation does not include legal or tax advice or court representation.
When do you need this form?
You've been appointed and need to catalog all estate assets for the court.
This site provides general information, not legal advice. For legal counsel, consult a licensed attorney. Official forms are maintained by New York State and may change.
Ready to complete this form?
Check Keystone Pinnacle Pro for available forms and preparation scope. For advice on what to file in your case, consult an attorney.
Other accounting forms
Petition for Judicial Settlement of Account (Administration)
Asks the court to formally approve the administrator's accounting — showing how estate funds were collected, spent, and distributed.
ACCT-TRUSTPetition for Judicial Settlement of Account (Trust)
Asks the court to formally approve the trustee's accounting of a trust.
PETCOMPPetition for Compulsory Accounting
Forces a fiduciary (executor, administrator, or trustee) to file an accounting with the court when they haven't done so voluntarily.
FIREFirearms Inventory (SCPA §2509)
A required inventory of any firearms owned by the deceased. Must be filed within 15 days of appointment as executor or administrator.
Need More Than Form IoA?
IoA is one step in a longer court process. If the estate also includes a house or other real property in Brooklyn, Keystone Pinnacle helps coordinate the filings, tax clearances, and the sale.
Schedule a 15-minute call. We'll walk you through the process, the timeline, and what documents you need.
Not legal advice. Estate property advisory and document preparation.