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How do I file an estate inventory for bank and retirement accounts? | NC
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Q: How do I fill out and file the estate inventory when the only assets were bank accounts and a retirement account? A: You start by separating probate assets from non-probate assets—because the inventory is meant to list what the person owned at death that is actually part of the probate estate, valued as of the date of death. For bank accounts, list each account that was in the decedent’s sole…