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Original asset reports (Estates)

How to generate a report that shows the deceased's inventory as of the date of death.

The Original Asset List shows all assets and liabilities of the deceased and their values at the date of death.

To generate the report:

  1. Within your file, access the Inventory module from the left-hand side menu.

  2. Click "Reports" in the top-right corner.

  3. Select the "Original Asset List" option in the dropdown.

  4. If needed, use the options on the pre-generation screen to modify the report's content.

  5. Click "Generate" in the lower-right corner of the pre-generation screen. This will download the form to your device.

Please see an example Original Asset List here:

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