Maintaining a complete and accurate inventory of trust assets is an essential part of effective trust administration. An organized inventory helps trustees identify trust property, monitor changes in asset ownership, and maintain clear records throughout the life of the trust. This worksheet is designed to simplify the process by providing a structured system for documenting every asset held by the trust.

Inside this worksheet, you will find easy-to-use forms for recording real estate, bank accounts, investment accounts, business interests, vehicles, personal property, valuable collectibles, and other trust assets. The worksheet also includes space for ownership details, estimated values, account information, locations of supporting documents, and important notes, making it a valuable resource for trustees, grantors, and anyone responsible for managing trust property.