Gentle Sort / Features

Estate documents

Four PDF reports, made from the list your family has already built. Each one is ready to hand to an executor, attorney or accountant.

Asset inventory

Every item in the estate, by category, with its code, description, room and value. Appraised items are marked, and each category has a subtotal.

First page of the Asset Inventory Report: items by category with code, description, room and value (example estate)
Asset inventory, first page (example estate)

Appraisal summary

Only the formally appraised items, with appraisal numbers and fair market values, plus notes on the IRS thresholds for Form 8283 when items are donated.

First page of the Appraisal Summary: appraised items with appraisal numbers and fair market values (example estate)
Appraisal summary, first page (example estate)

Distribution record

Who received what. Each person’s items with values and a subtotal, so everyone can see the division was even, and shared items are marked.

First page of the Distribution Record: each family member’s items, values and memories (example estate)
Distribution record, first page (example estate)

Accounting summary

The estate’s total value by category and by beneficiary, with state and federal tax notes and a page for the executor to sign.

First page of the Estate Accounting Summary: total value, value by category and distribution by family member (example estate)
Accounting summary, first page (example estate)

Insuring what you inherit

Insurance companies want proof of what you own and what it’s worth. The record your family builds while dividing the estate is that proof, and you keep it afterward.

  • Proof for every piece

    Photos, a description and where each item is now, whether that’s your living room or box 14 in storage.

  • What it’s worth

    Each item keeps its appraised or estimated value. AI estimates point out jewelry, art or silver that deserves a professional appraisal and its own line on your policy.

  • A list for your agent

    Reports with photos and values are ready to send to your insurance agent, and a copy is kept online, away from the house.

Estate appraisals usually give fair market value. Insurers usually want replacement value, which is often higher. For valuable pieces, ask your appraiser for both.

Next: selling and donating

What to do with the things no one is keeping.

Read on