📊 Interactive Checklist

Asset Inventory Checklist

Before creating your will, you'll need a clear picture of what you own. Use this checklist to gather information about your assets. You don't need exact values for everything—estimates are fine for most items.

Property & Real Estate

Family home — address, ownership type (sole/joint/tenants in common)
Investment properties — addresses, ownership details
Holiday home or timeshare
Vacant land
Property overseas
Outstanding mortgages on any property

Money & Banking

Everyday bank accounts — bank name, approximate balance
Savings accounts
Term deposits
Offset accounts
Joint accounts — names of other account holders
Cash kept at home
Money owed to you by others

Superannuation & Insurance

Superannuation fund(s) — fund name, approximate balance
Current binding death benefit nomination? (Yes/No/Unsure)
Life insurance policies — provider, sum insured
Income protection or TPD insurance
Insurance held inside super

Investments

Shares — companies, approximate value
Managed funds
Bonds or fixed interest investments
Cryptocurrency holdings
Investment apps (Raiz, Spaceship, etc.)
Business ownership or partnership interests

Vehicles & Watercraft

Cars — make, model, approximate value
Motorcycles
Caravan or camper trailer
Boat or jet ski
Other recreational vehicles

Valuables & Collections

Jewellery — significant pieces
Artwork
Antiques or collectibles
Wine collection
Musical instruments
Sporting memorabilia
Firearms (note: special rules apply to transfer)

Household Contents

Furniture — any significant pieces
Electronics and appliances
Tools and equipment
Approximate total value of general household contents

Digital Assets

Online accounts with monetary value (PayPal, store credits)
Domain names or websites
Digital music, movies, ebooks (note: most are licensed, not owned)
Cryptocurrency wallets — how to access
Online businesses or income streams
Social media accounts with commercial value
Photos and files you want preserved

Business Assets

Business name and structure (sole trader/company/partnership/trust)
Business property or equipment
Stock or inventory
Business bank accounts
Accounts receivable
Intellectual property (trademarks, patents)
Goodwill value

Other Assets

Frequent flyer points (some transferable, some not)
Prepaid memberships or subscriptions
Storage unit contents
Items on loan to others
Expected inheritance from others
Pending legal claims or settlements

Debts & Liabilities

These reduce your estate value and should also be listed:

Credit cards — balances
Personal loans
Car finance
HECS/HELP debt
Money you owe others
Guarantees you've provided for others' debts

What's Next?

With your asset list complete, you're ready to start thinking about who should receive what.

This checklist is for information gathering only. It does not constitute legal advice.