Estate Inventory and Appraisement (New Hampshire)
ESTATE INVENTORY AND APPRAISEMENT — PREPARATION WORKSHEET
Use the current Judicial Branch Inventory of Fiduciary, NHJB-2125-Pe for the actual e-Filing. This worksheet follows the 03/15/2024 edition's estate summary and attachments; confirm the edition offered by the court at filing. It is not a substitute for the official form.
1. Scope and calendar
RSA 554:1(I) directs an administrator to file, within 90 days after appointment, a full, true, itemized inventory of estate property known to the administrator. It requires each item's fair market value at the decedent's date of death and the valuation source. A qualifying waiver of full administration under RSA 553:32(I)(a) removes the inventory requirement; verify the actual court order before using that exception.
| Case fact | Entry |
|---|---|
| Estate and case number | [NAME / NUMBER] |
| Court and county | [COURT / COUNTY] |
| Fiduciary name(s) and appointment capacity | [NAME / ROLE] |
| Appointment date and 90-day inventory date | [DATE / DATE] |
| Decedent's date of death | [__/__/____] |
| ☐ Original or ☐ amended inventory; reason if amended | [DETAIL] |
| Court-ordered bond amount | $[AMOUNT / ORDER] |
| Waiver order, if one was granted | [ORDER / DATE / STATUTORY ROUTE] |
RSA 554:1(II) does not require an independent appraiser's opinion as a default. The judge may appoint an appraiser on motion or the court's own action if the circumstances warrant one. Record any order and the valuation method used.
2. Ownership and valuation review
Identify the decedent's ownership interest and the instrument or account terms governing transfer. Review jointly titled property and beneficiary-designated assets individually before deciding whether an interest belongs in the estate inventory. Record unresolved title questions for counsel and the court. Do not count the same asset in two categories.
| Asset or claimed interest | Ownership evidence | Estate interest? | Date-of-death value | Valuation source | Form attachment |
|---|---|---|---|---|---|
| [ITEM] | [TITLE / STATEMENT] | [YES / NO / REVIEW] | $[AMOUNT] | [APPRAISAL / TAX / STATEMENT / OTHER] | [A–H] |
| [ITEM] | [TITLE / STATEMENT] | [YES / NO / REVIEW] | $[AMOUNT] | [SOURCE] | [A–H] |
| [ITEM] | [TITLE / STATEMENT] | [YES / NO / REVIEW] | $[AMOUNT] | [SOURCE] | [A–H] |
3. Official form totals and attachment ledger
Section 5 of NHJB-2125-Pe totals real estate, personal estate, and the entire estate. Section 6 uses cash on hand and Attachments B–H to detail personal estate. Transfer the item ledger into the form's exact categories and attach its requested item schedules.
| Form line | Category | Detail to prepare | Total |
|---|---|---|---|
| 5A / Attachment A | Real estate | Address, town, county, deed book/page, value | $[AMOUNT] |
| 6A | Cash on hand | Amount; no attachment required by form | $[AMOUNT] |
| 6B / Attachment B | Household furnishings and effects | Item list and values; use the form's exclusions | $[AMOUNT] |
| 6C / Attachment C | Other tangible property | Vehicles, tools, livestock, and other items | $[AMOUNT] |
| 6D / Attachment D | Stocks and bonds | Name, shares, value per share | $[AMOUNT] |
| 6E / Attachment E | Bank and financial deposits | Institution, last four account digits, balance | $[AMOUNT] |
| 6F / Attachment F | Business assets | Item and value | $[AMOUNT] |
| 6G / Attachment G | Notes and other debts owed to decedent | Debtor, amount, date, payment terms | $[AMOUNT] |
| 6H / Attachment H | Other personal property | Item and value | $[AMOUNT] |
5B / total personal estate (6A–6H): $[AMOUNT]. 5C / entire estate (5A + 5B): $[AMOUNT].
Valuation sources checked in form section 7: ☐ Appraisal ☐ Tax information ☐ Bank statement ☐ Other: [SOURCE].
Will-only form section 8, if relevant: [PRIOR DISTRIBUTION / BEQUEST NOT IN ESTATE / NONE].
4. Transfer and filing check
☐ Each included asset has an itemized description, date-of-death value, and valuation source.
☐ Real estate and personal estate subtotals reconcile to the official form.
☐ Account identifiers and supporting records follow the form's instructions; the form requests only the last four digits for bank or financial account numbers.
☐ Any court-ordered appraiser and bond order are reflected in the form.
☐ The fiduciary reviewed the form's verification and service statement. The current NHJB-2125-Pe directs fiduciaries, rather than their attorneys, to sign its signature area.
Filing date and confirmation: [DATE / RECEIPT]. Copies and service record under the current form: [RECIPIENTS / METHODS / DATES].
Official sources
About this template
- Last updated
- September 23, 2026
- Citations checked
- September 23, 2026
- Jurisdiction
- New Hampshire
- Category
- Estate Planning & Wills
Legal authority
- RSA 554:1(I)–(II) (estate inventory, valuation, and appraiser rule)
- RSA 553:32(I)(a) (inventory waived in qualifying waiver-of-administration estates)
- NHJB-2125-Pe (Inventory of Fiduciary, 03/15/2024 edition inspected)
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 September 23, 2026.
RSA 554:1(I) (checked September 23, 2026): "Every administrator shall file under the penalties of law, with the court, within 90 days after the date of appointment, a full, true, and itemized inventory of all the estate of the decedent which has come to the administrator's knowledge."
RSA 554:1(I), valuation (checked September 23, 2026): "The inventory shall contain a detailed itemized list of all real and personal property and the fair market values thereof as of the decedent's date of death, and how such value was determined, whether by appraisal, tax information, bank statement or other source."
RSA 554:1(II) (checked September 23, 2026): "No appraiser shall be required to provide an opinion of the value of the assets listed by the administrator on the inventory; except that the judge may appoint one or more appraisers, either upon a motion of an interested person or on the probate court's own action, if the nature of the property or the size of the estate or some other cause makes it advisable to do so."
RSA 553:32(I)(a) (checked September 23, 2026): "Notwithstanding any provision of law, there shall be no requirement for an inventory of the estate, no requirement for a bond, and no requirement for an accounting for assets in any of the following circumstances:"
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