Free template · PDF, Excel and CSV
Executor asset register
A free register for recording what the person who died owned and owed, with each value on the date of death: bank accounts, pensions, shares, property, vehicles, jewellery, house contents, debts and gifts. Print it and fill it in by hand, or use the Excel version, which adds up each section for you.
Free, with no sign-up. The files are blank templates: what you write in them stays on your paper or your own computer. Checked against GOV.UK guidance on .
What the register covers
Ten sections that follow GOV.UK’s guidance on valuing the estate of someone who has died. The first page has spaces for the person’s details and a summary that brings the section totals together: assets, debts, and assets minus debts.
Bank, building society and NS&I accounts
Include current and savings accounts, ISAs, Premium Bonds and cash found at home. Write to each organisation with a copy of the death certificate and ask for the balance on the date of death. Ask the bank to stop standing orders and direct debits and to list any share certificates or deeds it holds. NS&I runs a free tracing service if you cannot find Premium Bond certificates.
Columns: Bank, building society or NS&I · Account type (current, savings, ISA, Premium Bonds) · Sort code and account number · Sole or joint · Date written to · Value at date of death (£) · Notes. 8 lines on the PDF.
Pensions
Ask each pension provider whether any private pension should be included when you value the estate. A lump-sum death benefit paid from a pension because they died goes under Other assets.
Columns: Pension provider · Type (State, workplace, private) · Policy or member number · Part of the estate? (ask the provider) · Date written to · Value at date of death (£) · Notes. 5 lines on the PDF.
Shares, funds and other investments
For shares, record the company, the number of shares and the share certificate number if you have it. Include stocks and shares ISAs, unit trusts and accounts on investment platforms.
Columns: Company, fund or platform · Number of shares or units · Certificate, account or investor number · Held with (registrar, broker or certificate) · Date written to · Value at date of death (£) · Notes. 8 lines on the PDF.
Property and land
Include their home, any other buildings or land, and property abroad. Property can be valued by an estate agent or a chartered surveyor. How it was owned (alone, as joint tenants or as tenants in common) changes how it is valued. Ask any mortgage lender whether payments must continue while you apply for probate.
Columns: Address · Type (home, other property, land, abroad) · How owned, and their share · Mortgage lender and account · Valued by · Value at date of death (£) · Notes. 4 lines on the PDF.
Cars, caravans, boats and other vehicles
Work out what each would have sold for on the date of death. Prices for similar vehicles on online marketplaces are a guide. Note any finance still owed, which is a debt of the estate.
Columns: Make and model · Registration or identifier · Year and mileage · Finance owed to · How valued · Value at date of death (£) · Notes. 4 lines on the PDF.
Jewellery and watches
Describe each piece: metal, stones, maker, hallmarks. Use what it would have sold for, not its insurance value. On form IHT407, each piece worth £1,500 or more is listed on its own line. GOV.UK says you can get a professional valuation for anything worth over £1,500.
Columns: Item and description · Where it is now · Certificates, receipts or hallmarks · Valued by · Value at date of death (£) · Notes. 10 lines on the PDF.
House contents, room by room
Include furniture, paintings, antiques, electrical goods and collections. Ordinary household goods can be grouped by room at what they would fetch second-hand. Give anything that may be worth £1,500 or more its own line. To fill this section in on screen, use the free inventory at probatevalue.co.uk/house-contents-valuation.
Columns: Room · Item, or group of items · Worth a professional valuation? (£1,500 or more) · Value at date of death (£) · Notes. Two lines for each room: hallway, living room, dining room, kitchen, study, main bedroom, bedroom 2, bedroom 3, bathroom, garage, garden and shed, loft, safe or bank, other.
Other assets and money owed to them
Include wages their employer owes, refunds from household bills, rent paid in advance, life insurance or a lump-sum death benefit paid because they died, foreign assets, cryptoassets and assets held in a trust.
Columns: Who holds it or owes it · What it is · Policy or reference number · Date written to · Value at date of death (£) · Notes. 6 lines on the PDF.
Debts, bills and funeral costs
Debts include mortgages, loans, credit cards and utility bills owed on the date of death, and funeral expenses such as the funeral director, a headstone or plaque, and refreshments.
Columns: Owed to · What for · Account or reference number · Date written to · Amount owed (£) · Date paid · Notes. 10 lines on the PDF.
Gifts made in the 7 years before death
Include gifts such as cash, jewellery or property given away in the 7 years before they died. GOV.UK counts them in the estimate of the estate's value for Inheritance Tax.
Columns: Date of gift · Given to · What was given · Value (£) · Notes. 6 lines on the PDF.
The house contents section uses the same rooms as our online house contents inventory, which adds up as you type and flags anything worth £1,500 or more.
How to use it
Find the organisations
Search the person’s papers and ask family, friends and any solicitor or accountant they had which banks, pension providers, investment firms and lenders they dealt with. Give each one a row.
Write to each one
Ask for the value of the account, investment or debt on the date of death, and include a copy of the death certificate. Record the date you wrote, then the figure when the reply arrives.
Value the belongings
For cars, jewellery and paintings, work out what they would have sold for; prices for similar items on online marketplaces are a guide. Property can be valued by an estate agent or a chartered surveyor, and you can get a professional valuation for anything worth over £1,500.
Add it up
The totals give the estimate of the estate’s value that you need to check whether Inheritance Tax is due and to apply for probate. The Excel version adds up each section and the summary for you.
Keep it with the estate papers
HMRC can ask to see records showing how you worked out each value for up to 20 years after Inheritance Tax is paid.
If some items need a professional valuation, we can introduce you to an independent valuer. Request a probate valuation
Records to keep
- HMRC can ask to see the estate records for up to 20 years after Inheritance Tax is paid.
- Keep copies of the will, signed Inheritance Tax forms and their supporting documents, and records showing how you worked out each value (an estate agent's valuation, for example).
- Keep the final accounts: letters from HMRC confirming any Inheritance Tax paid, receipts for debts and expenses paid, and written confirmation that each beneficiary received their share.
- If Inheritance Tax is due, pay it by the end of the sixth month after the death to avoid interest, and send form IHT400 within 12 months of the death and before applying for probate.
If the estate needs a full Inheritance Tax account, our IHT407 guide explains how jewellery, vehicles and household goods go on the form.
Listing possessions for your own will
A second version is for the living: a list of possessions for your will, with where the paperwork is kept and who you would like to have each item, to take to whoever writes your will and keep with it for your executor.
Questions
01Is this an official HMRC form?
No. It is a free record-keeping template. Its sections follow GOV.UK’s guidance on valuing the estate of someone who has died. If the estate needs a full Inheritance Tax account, the figures go on form IHT400 and its schedules; the register is for gathering them first.
02What value goes in the register?
The value on the date of death. For bank accounts, ISAs and pensions, ask the organisation for the exact figure. For cars, jewellery and paintings, use what they would have sold for, not what they cost or what they were insured for.
03Do I need a professional valuation for everything?
No. GOV.UK says you can get a professional valuation for anything worth over £1,500, and that you can estimate the value of cheaper assets such as electrical items and ordinary household goods. Property or land can be valued by an estate agent or a chartered surveyor.
04How long should I keep the register?
Keep it with the rest of the estate records. HMRC can ask to see them for up to 20 years after Inheritance Tax is paid, including the records showing how you worked out the value of each asset.
05Does this website store what I write?
No. The downloads are blank files. You fill them in on paper or on your own computer, and nothing you write is sent to us.
Sources
- GOV.UK: Valuing the estate of someone who’s died
- GOV.UK: Identify the person’s assets and debts
- GOV.UK: Estimate the estate’s value
- GOV.UK: Records to keep after valuing an estate
Checked 15 October 2026. This is general guidance, not legal or tax advice.