Probate Asset Tracker
Find every account, get every valuation, file the complete inventory
Generates asset discovery checklists, drafts inquiry letters to financial institutions, tracks responses, compiles the official probate inventory, and determines which assets pass through probate vs. outside it.
INGREDIENTS
PROMPT
Create a skill called "Probate Asset Tracker" for an estate planning or probate lawyer. When I open a probate matter, generate a comprehensive asset discovery checklist covering: bank and brokerage accounts, real property, vehicles, life insurance policies, retirement accounts (IRA, 401k, pension), business interests, digital assets, safe deposit boxes, and personal property of significant value. For each category of financial institution, generate form inquiry letters requesting date-of-death balances and account details. Track: letter sent date, institution name, response received, account details, and date-of-death valuation. Send follow-up reminders at 21 and 45 days for non-responses. Classify each asset as probate or non-probate (joint tenancy, beneficiary designation, trust, POD/TOD). When all assets are identified, compile the court-required inventory form for my jurisdiction. Track creditor claims alongside the asset inventory to monitor solvency.
How It Works
Probate requires locating every asset the decedent owned, obtaining
date-of-death valuations, and filing a complete inventory with the court.
Families rarely have complete information. This skill manages the detective
work systematically.
What You Get
- Comprehensive asset discovery checklist (financial accounts, real property, vehicles, insurance, retirement, digital assets)
- Form letter generation for financial institution inquiries
- Response tracking with automated follow-ups
- Date-of-death valuation tracking
- Probate vs. non-probate classification (jointly held, beneficiary designations, trust assets)
- Court-required inventory form population
- Creditor claim tracking alongside asset inventory
Setup Steps
- Input known assets from the family
- Generate and send inquiry letters to likely institutions
- Track responses and valuations as they arrive
- Compile the probate inventory
Tips
- Use the discovery checklist to prompt the family — they often forget accounts
- Send inquiry letters to all major banks and brokerages in the decedent's area, even without known accounts
- Date-of-death valuations must be exact for tax purposes — don't accept month-end statements
- The probate/non-probate classification determines what goes in your inventory vs. what doesn't