Establish the record
Create a separate estate workspace and organize every property location without changing your personal Proofbook vault.
PROOFBOOK ESTATE
Inventory the property. Account for what happens next.
A calm, private workspace for executors and authorized estate teams to record what exists, flag what needs attention, and document every disposition.
Controlled validation · Synthetic information only · Not legal or appraisal software
P Proofbook EstatePRIVATE WORKSPACE
ROOM INVENTORY
Study
Items6Need attention2Open3
Walnut writing deskFurniture · Professional appraisalBeneficiaryProposed
Signed first-edition booksCollectibles · Appraisal neededUndecidedAttention
Office contentsHousehold goods · Qty 14DonateComplete
A LIST IS ONLY THE BEGINNING
Every item eventually needs an answer.
Estate property can move through beneficiaries, buyers, donation centers, storage, and disposal—often while several people are making decisions under pressure.
Proofbook Estate keeps the starting inventory and final outcome connected so an executor can see what remains unresolved.
ONE RECORD FROM ROOM TO RESOLUTION
A workflow built around executor accountability.
Inventory room by room
Record individual valuables or group ordinary household goods, with ownership and attention flags for anything uncertain.
Decide what happens next
Track proposed and completed transfers, sales, donations, returns, retention, and disposal.
Preserve the accounting
Export an executor-oriented inventory that keeps values, sources, recipients, dates, and unresolved items visible.
KNOW WHAT STILL NEEDS AN ANSWER
More useful than a spreadsheet of belongings.
The working record separates facts from estimates and completed actions from proposals.
- ✓Room and location coverage
- ✓Ownership and dispute flags
- ✓Sentimental and special-handling queues
- ✓Executor, receipt, research, appraisal, and sale values
- ✓Beneficiary, sale, donation, return, and disposal records
- ✓Open-item reconciliation and executor export
PRECORDED
CLEAR PRODUCT BOUNDARIES
Software can organize the record. It cannot make the legal decision.
Proofbook Estate does not interpret wills, determine ownership, calculate taxes, prepare probate filings, or provide appraisals. It makes the estate team’s work easier to see, review, and preserve.
PLAIN ANSWERS
Designed for a sensitive job.
Does Proofbook Estate interpret a will?＋
No. It records administrative work entered by authorized participants. It does not determine ownership, interpret estate documents, or replace an attorney or court process.
Are its values appraisals?＋
No. Every value retains its source, such as an executor estimate, receipt, market research, professional appraisal, or final sale price.
Is this the same as a home inventory?＋
It uses the same trusted room-by-room foundation, but adds the estate-specific questions: who owns an item, what needs attention, what is proposed, and what ultimately happened.
Can I use it for a real estate today?＋
Not yet. The private workflow is in controlled validation and should use synthetic information until privacy, legal, collaboration, and recovery controls complete acceptance.
CONTROLLED PREVIEW