Pierce Law Group | Estate Administration Lawyers North Carolina
North Carolina Probate and Estate Administration Lawyers
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What assets go on an estate inventory and how do I value them? | NC

Pierce Law Group

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Q: How do I figure out what assets have to be listed on the estate inventory, and what documents do I need to prove the values? A: Start by sorting every asset by ownership and beneficiary status. Assets owned only by the person who died usually go on the estate inventory. Joint assets, payable on death accounts, retirement accounts, and insurance policies may pass outside probate if they have…

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