Creating an Inventory Basic for moving and pictorial for estate purposes

In many cases, it is important to create an inventory in order to make sure all items are accounted for and that dispersal of these items is recorded. It is a way to keep things well organized for a move or cleanout and allows the client to also reference items that need to be addressed.

The following pictures and instructions will assist you in creating a inventory document that is not only professional but useful to all involved.

We begin by printing out a blank template for filling out when you start your inventory at your client's house.

Print out this template (found on the team site), attach to your clip board, and bring to your clients to take your inventory. Record the item, it's current location, it's measurements (don't forget your measuring tape) and any notes you feel are important to identify the item.

Pro Tip: Always start at one corner of the room and work your way around the room in an organized fashion. If you do this with each room, it will help when you are trying to reference items from memory. Keep things consistent.

This is your finished product

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