Estate Inventory and Appraisement (Alaska)

Alaska Estate Planning & Wills Updated October 4, 2026 Free Word and PDF

PREPARATION GUIDE — OPTIONAL OFFICIAL FORM

The Alaska Court System publishes Form P-370 (Inventory of Property) for use in
filing the estate inventory. This document supplies the inventory; you may
transcribe it onto Form P-370 if you elect to file with the court. The form is available
at https://public.courts.alaska.gov/web/forms/docs/p-370.pdf.

INVENTORY AND APPRAISEMENT OF THE ESTATE

IN THE SUPERIOR COURT FOR THE STATE OF ALASKA, [____] JUDICIAL DISTRICT AT [LOCATION]


1. CAPTION AND CASE INFORMATION

Field Detail
IN THE MATTER OF THE ESTATE OF: [DECEDENT FULL LEGAL NAME], also known as [AKA, if any], Deceased
Case No. [____________________________________]
Court Superior Court, [____] Judicial District at [LOCATION]
Type of Administration ☐ Informal ☐ Formal ☐ Testate ☐ Intestate

2. PERSONAL REPRESENTATIVE INFORMATION

Field Detail
Name [PERSONAL REPRESENTATIVE FULL LEGAL NAME]
Capacity ☐ Personal Representative (Letters Testamentary) ☐ Personal Representative (Letters of Administration)
Mailing Address [STREET ADDRESS], [CITY], Alaska [ZIP CODE]
Telephone / Email [________________________________]
Date Letters/Appointment Issued [__/__/____]

3. DECEDENT INFORMATION

Field Detail
Full Legal Name [DECEDENT FULL LEGAL NAME]
Also Known As [AKA(s), if any]
Date of Death (Valuation Date) [__/__/____]
Place of Domicile at Death [CITY], Alaska
Social Security No. (last 4) XXX-XX-[____]

4. STATEMENT OF DUTY AND FILING DEADLINE

Pursuant to AS § 13.16.365(a), within three (3) months after appointment, the personal representative (who is not a special administrator or a successor to a representative who has previously discharged this duty) shall prepare and file or mail an inventory of property owned by the decedent at the time of death, listing it with reasonable detail and indicating, as to each listed item, its fair market value as of the date of the decedent's death and the type and amount of any encumbrance.

☐ This inventory is prepared within three months after the personal representative's appointment.
☐ The personal representative elects to file the original of this inventory with the court (AS § 13.16.365(b)).
☐ The personal representative elects to mail this inventory to interested persons under AS § 13.16.365(a) rather than file it.

Pursuant to AS § 13.16.365(b), the personal representative shall send a copy of this inventory to interested persons who request it.


5. APPRAISAL METHOD

Under AS § 13.16.370, the personal representative may employ a qualified and disinterested appraiser to ascertain the fair market value, as of the date of death, of any asset whose value may be subject to reasonable doubt; different appraisers may be employed for different kinds of assets. List the name and address of each appraiser with each item appraised.

Asset Appraised Appraiser Name Address Date of Appraisal
[________________________________] [____________________] [____________________] [__/__/____]
[________________________________] [____________________] [____________________] [__/__/____]

SCHEDULE A — REAL PROPERTY

# Description / Street Address Recording District & Parcel ID Legal Description / Appraiser (name and address, if used) Date-of-Death FMV Encumbrance (type/amount)
A-1 [________________________________] [____________________] [____________________] $[________________] [________________]
A-2 [________________________________] [____________________] [____________________] $[________________] [________________]
A-3 [________________________________] [____________________] [____________________] $[________________] [________________]

Schedule A Subtotal (gross FMV): $[________________]


SCHEDULE B — TANGIBLE PERSONAL PROPERTY

# Item Description / Appraiser (name and address, if used) VIN / Serial / Identifier Date-of-Death FMV Encumbrance (type/amount)
B-1 [Vehicle/boat/ATV: year/make/model] [____________________] $[________________] [________________]
B-2 [Household goods & furnishings] [____________________] $[________________] [________________]
B-3 [Jewelry / watches] [____________________] $[________________] [________________]
B-4 [Firearms / collectibles / art] [____________________] $[________________] [________________]
B-5 [________________________________] [____________________] $[________________] [________________]

Schedule B Subtotal: $[________________]


SCHEDULE C — CASH, BANK & FINANCIAL ACCOUNTS

# Institution / Appraiser (name and address, if used) Account Type Acct No. (last 4) Balance at Death Encumbrance (type/amount)
C-1 [____________________] ☐ Checking ☐ Savings ☐ CD ☐ Money Market [____] $[________________] [________________]
C-2 [____________________] ☐ Checking ☐ Savings ☐ CD ☐ Money Market [____] $[________________] [________________]
C-3 [____________________] ☐ Checking ☐ Savings ☐ CD ☐ Money Market [____] $[________________] [________________]
C-4 Cash on hand / other cash asset — — $[________________] [________________]

Schedule C Subtotal: $[________________]


SCHEDULE D — SECURITIES & BUSINESS INTERESTS

# Description / Appraiser (name and address, if used) Identifier (CUSIP / acct) Date-of-Death FMV Encumbrance (type/amount)
D-1 [Brokerage account] [____________________] $[________________] [________________]
D-2 [Stocks / bonds / mutual funds] [____________________] $[________________] [________________]
D-3 [LLC / partnership / closely held business interest] [____________________] $[________________] [________________]
D-4 [________________________________] [____________________] $[________________] [________________]

Schedule D Subtotal: $[________________]


SCHEDULE E — OTHER ASSETS

# Description / Appraiser (name and address, if used) Identifier / Source Date-of-Death FMV Encumbrance (type/amount)
E-1 [Promissory notes / receivables owed to decedent] [____________________] $[________________] [________________]
E-2 [Life insurance payable to the ESTATE] [____________________] $[________________] [________________]
E-3 [Tax / utility refunds; final wages] [____________________] $[________________] [________________]
E-4 [Intellectual property / royalties / other] [____________________] $[________________] [________________]

Schedule E Subtotal: $[________________]


6. RECAPITULATION / SUMMARY

Schedule Description Appraised Value
A Real Property (gross) $[________________]
B Tangible Personal Property $[________________]
C Cash, Bank & Financial Accounts $[________________]
D Securities & Business Interests $[________________]
E Other Assets $[________________]
TOTAL GROSS APPRAISED VALUE OF ESTATE $[________________]
Less: Encumbrances (from all Schedules A–E) ($[________________])
NET APPRAISED VALUE $[________________]

7. VERIFICATION OF PERSONAL REPRESENTATIVE

I, [PERSONAL REPRESENTATIVE FULL LEGAL NAME], the personal representative of the Estate of [DECEDENT FULL LEGAL NAME], state that, as far as I know, this inventory is a true statement of property owned by the decedent at the time of death. The listed values are my good-faith estimates of fair market value as of that date. I will make a supplementary inventory under AS 13.16.375 if I discover omitted property or learn that a value or description is erroneous or misleading.

Executed on [__/__/____] at [CITY], Alaska.

Signature: ______________________________________

Printed Name: [PERSONAL REPRESENTATIVE FULL LEGAL NAME]


8. CERTIFICATE OF SERVICE / FILING

Pursuant to AS § 13.16.365(a)–(b), a copy of this inventory has been sent to the interested persons listed below, including each who requested it; the original ☐ is / ☐ is not filed with the court.

Interested Person Served Address Method Date
[________________________________] [____________________] ☐ Mail ☐ Hand ☐ Other: [____] [__/__/____]
[________________________________] [____________________] ☐ Mail ☐ Hand ☐ Other: [____] [__/__/____]

Signature: ______________________________________
Printed Name: [PERSONAL REPRESENTATIVE / ATTORNEY NAME]
Alaska Bar No.: [________________] (if attorney)
Address / Telephone / Email: [________________________________]


ATTACHMENTS CHECKLIST

☐ Alaska Court Form P-370 (Inventory of Property), if filing with the court
☐ Independent appraisals, if employed — AS § 13.16.370
☐ Date-of-death account statements (Schedule C)
☐ Brokerage / securities statements (Schedule D)
☐ Vehicle/boat title(s) and valuation printouts (Schedule B)
☐ Supplementary inventory for after-discovered property (AS § 13.16.375)
☐ Record of copies sent to interested persons who requested them (AS § 13.16.365(b))


SOURCES AND REFERENCES

  • AS § 13.16.365 — Duty of personal representative; inventory and appraisal (three months; FMV at date of death; file or mail; copy on request).
  • AS § 13.16.370 — Employment of appraisers.
  • AS § 13.16.375 — Supplementary inventory.
  • Alaska Court System Form P-370 — Inventory of Property: https://public.courts.alaska.gov/web/forms/docs/p-370.pdf

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About this template

Last updated
October 4, 2026
Citations checked
October 4, 2026
Jurisdiction
Alaska
Category
Estate Planning & Wills

Legal authority

  • AS 13.16.365
  • AS 13.16.370
  • AS 13.16.375

Estate planning documents decide what happens to your property, your children, and your medical care when you cannot make those decisions yourself. Wills, trusts, powers of attorney, and health care directives each serve different purposes and each have to meet state law requirements for signing, witnessing, and notarization. A document that looks fine on the page but was not executed correctly can be rejected in probate, which is exactly when it is too late to fix.

Not legal advice

This template is provided for informational purposes. We recommend having an attorney review any legal document before signing, especially for high-value or complex matters.

Checked against the law it cites

A reviewer verified this template's legal citations against the official source on October 4, 2026.

AS 13.16.365 (checked October 4, 2026): "Within three months after appointment, a personal representative, who is not a special administrator or a successor to another representative who has previously discharged this duty, shall prepare and file or mail an inventory of property owned by the decedent at the time of death, listing it with reasonable detail, and indicating as to each listed item, its fair market value as of the date of the decedent's death, and the type and amount of any encumbrance that may exist with reference to any item."

AS 13.16.365(b) (checked October 4, 2026): "The personal representative shall send a copy of the inventory to interested persons who request it. The personal representative may also file the original of the inventory with the court."

AS 13.16.370 (checked October 4, 2026): "The personal representative may employ a qualified and disinterested appraiser to assist in ascertaining the fair market value as of the date of the decedent's death of any asset the value of which may be subject to reasonable doubt. Different persons may be employed to appraise different kinds of assets included in the estate. The names and addresses of any appraiser shall be indicated on the inventory with the item or items appraised."

AS 13.16.375 (checked October 4, 2026): "If any property not included in the original inventory comes to the knowledge of a personal representative or if the personal representative learns that the value or description indicated in the original inventory for any item is erroneous or misleading, the personal representative shall make a supplementary inventory or appraisal showing the market value as of the date of the decedent's death of the new item or the revised market value or descriptions, and the appraisers or other data relied upon, if any, and file it with the court if the original inventory was filed, or furnish copies of it or information on it to persons interested in the new information."

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