Probate Inventory video
Every statement, deed and title read, every asset valued on the exact date of death, and the court's inventory form drafted from one cited register. 1:17
What the film shows
Builds the estate's asset inventory at date-of-death values from statements, deeds and titles
Agents read every statement, deed, title and policy, value each asset as of the date of death (securities at the mean of the day's high and low, interest accrued to the day, vehicles at guide value), set aside what passes outside probate, list what needs a formal appraisal and draft the court form. The attorney approves every value; the executor signs.
Transcript
- Probate Inventory builds the estate inventory at date-of-death values, for probate firms.
- Ohio requires the inventory three months after appointment, and most are built by hand.
- Rosalind Treadway left sixty-four assets, a house and two cars.
- Her brokerage statement arrives: thirty-one holdings valued at that day's mean of high and low.
- The total reaches two point six million, every value cited to its page.
- Certificates carry interest to the day; cars carry guide values.
- Beneficiary and survivorship assets are set outside probate, each with its reason.
- One approval sends three appraisal requests, and the attorney approves every value and the form.
- Drafted in a day, fifty-four days before the court's deadline.
- Built on Botminds: agents, data, screens and governance on one platform.
The narration as written for the film. Captions are on the player.