Trust Inventory Worksheet

Most trusts fail at funding not because of one big oversight, but because dozens of small assets — a forgotten savings bond, a domain name, a timeshare, a safe deposit box — never get accounted for in the first place.

This worksheet gives you a single, comprehensive inventory covering every category of asset a trust might hold: real property, bank and brokerage accounts, retirement and insurance beneficiaries, business interests, tangible personal property, mineral rights, and digital assets. Each entry has space for the specific details — account numbers, addresses, values — and a status marker showing whether it’s already in the trust, still pending transfer, or needs attorney review.

Whether you’re funding a new trust for the first time or doing a full audit of an existing one, this worksheet makes sure nothing slips through the cracks.