---
title: "Build a working inventory of estate assets from the file"
url: "https://ailawframework.com/practice/wills-estates-probate-and-succession/prepare-the-inventory-of-estate-assets-for-a-supreme-court-of-victoria-p/united-states"
type: "task_jurisdiction_version"
site: "AI Law Framework"
id: "A17-B15-4-US"
practice_area: "Wills, Estates, Probate & Succession"
tier: "yellow"
lawyer_review: "required"
jurisdictions: ["US"]
last_reviewed: "2026-10-22"
---

# Build a working inventory of estate assets from the file

> List each asset the documents identify, with the description and figure as printed, the document name and page, and a blank for the appraised value. Do not complete the inventory that is filed with the court.

Canonical page: https://ailawframework.com/practice/wills-estates-probate-and-succession/prepare-the-inventory-of-estate-assets-for-a-supreme-court-of-victoria-p/united-states  
Last reviewed: 2026-10-22

Site index for agents: https://ailawframework.com/llms.txt

## Key facts

| Fact | Value |
| --- | --- |
| Practice area | [Wills, Estates, Probate & Succession](https://ailawframework.com/practice/wills-estates-probate-and-succession.md) |
| Human involvement | Yellow: Lawyer and AI draft together |
| How AI is used | List each asset the documents identify, with the description and figure as printed, the document name and page, and a blank for the appraised value. Do not complete the inventory that is filed with the court. |
| What the lawyer must review | Probate Code § 8800(a) requires the personal representative to file an inventory of property to be administered in the decedent's estate together with an appraisal, combined in a single document. Section 8800(b) requires that filing within four months after letters are first issued to a general personal representative, unless the court allows further time that is reasonable in the particular case. Partial inventories are allowed under § 8800(c), and all of them are filed before that time expires. You check every asset and you are responsible for the filed inventory. Opinion 512 keeps the signed filing with you. |
| Written for | United States |
| Applies to | [Prepare the inventory of estate assets for a Supreme Court of Victoria probate application](https://ailawframework.com/practice/wills-estates-probate-and-succession/prepare-the-inventory-of-estate-assets-for-a-supreme-court-of-victoria-p.md) |

## Checking plan

- What the AI does: List each asset the documents identify, with the description and figure as printed, the document name and page, and a blank for the appraised value. Do not complete the inventory that is filed with the court.
- Basis: Checked against the linked sources on 22 October 2026. Confirm the current instrument before reliance.

## Notes

- The four months run from letters to a general personal representative. Confirm that date on this estate.
- Section 8800(d) requires a concurrent certification about Revenue and Taxation Code § 480. Open § 480 before you prepare that certification.
- Other states set different inventory deadlines and different appraisal procedures.

## Sources

- [California Probate Code § 8800 (inventory and appraisal)](https://leginfo.legislature.ca.gov/faces/codes_displaySection.xhtml?lawCode=PROB&sectionNum=8800.) (checked 2026-10-22)
- [ABA Formal Opinion 512, Generative Artificial Intelligence Tools (29 July 2024)](https://www.americanbar.org/content/dam/aba/administrative/professional_responsibility/ethics-opinions/aba-formal-opinion-512.pdf) (checked 2026-10-22)

## Forms and precedents for this task

| Form or precedent | Kind | AI level | Summary |
| --- | --- | --- | --- |
| [Application for a grant of probate or administration (Supreme Court of Victoria, RedCrest-Probate): completion and filing guide](https://ailawframework.com/precedents/wills-estates-probate-and-succession/form-vic-probate-application.md) | Form | Red | Link to the Probate Office forms and RedCrest-Probate, with a guide to the 15-day advertisement, the generated affidavit and inventory, the originals to post, and the supporting forms most often… |
| [Administration account (Supreme Court of Victoria, Probate Office)](https://ailawframework.com/precedents/wills-estates-probate-and-succession/form-vic-probate-administration-account.md) | Form | Yellow | Link to the Probate Office administration account. It is a different form from the inventory of estate assets used on a grant application. |

Signed-in accounts can read the full text of each one.

*Practice guidance for planning and review. Confirm current primary sources and the requirements of the actual matter. This is general information, not legal advice.*