Inventory of Safe Deposit Box Contents Template

What Is the Inventory of Safe Deposit Box Contents?

This comprehensive inventory creates an official record of everything stored in your safe deposit box, including documents, jewelry, collectibles, digital media, cash, and other valuables. It captures detailed descriptions, estimated values, appraisal information, and access instructions that your executor, insurance company, or heirs will need.

Without this inventory, your executor wastes months trying to identify unknown assets. Your insurance company denies claims for items you can't prove you owned. Your heirs argue over who gets what because nobody documented your intentions. This template solves all three problems with one organized document.

 

 

Is This Inventory Right for You?

You need this inventory if you're:

• Storing valuable jewelry, documents, or collectibles in a safe deposit box
• Planning your estate and want executors to know what assets exist
• Insuring high-value items and need documentation for claims
• Organizing family heirlooms with specific distribution intentions
• Keeping digital storage devices with important access credentials
• Managing business documents or sensitive legal papers in secure storage

You definitely need this inventory if:

• Your executor doesn't know what's in your safe deposit box
• You haven't documented jewelry appraisals or collectible values
• You're storing items worth more than your insurance coverage
• Family members might dispute who gets specific heirlooms
• Your box contains encrypted devices with no access instructions

 

 

Why Thousands Trust Legal GPS Templates

Save Money: Creating this inventory yourself costs $35 instead of paying an attorney $300+ to document your safe deposit box contents.

Save Time: Our structured template walks you through every category of items so nothing gets overlooked or undocumented.

Look Professional: Insurance companies and probate courts take detailed inventories seriously, improving claim approvals and estate administration.

Keeps You Out of Court: The Access and Location Information and Estate Planning sections prevent executor disputes about box access and distribution intentions. The Insurance and Appraisal Information section provides documentation that satisfies insurance claim requirements without litigation.

 

 

 

Get Protected in 3 Simple Steps

Step 1: Secure Checkout

Complete your purchase through our encrypted payment system. Instant access to your template.

Step 2: Instant Download

Download your Inventory of Safe Deposit Box Contents template immediately. Receive both the template and comprehensive how-to guide.

Step 3: Fill In the Highlighted Fields

Open the template in Word or Google Docs. Complete the straightforward sections first, then use our guide for complex decisions about access, insurance, and estate planning integration.

 

Frequently Asked Questions

Can I use this template multiple times?

Yes. Once you purchase this template, you can use it for your safe deposit box and update it as often as needed when contents change. You can also create separate inventories if you have multiple safe deposit boxes at different institutions.

Is this inventory legally binding?

This inventory serves as an official record of safe deposit box contents for estate planning, insurance, and asset documentation purposes. While not a legally binding contract, it provides legally recognized documentation that executors, insurance companies, and courts rely on during probate and claims processes.

What if my bank has its own inventory form?

Bank inventory forms are typically minimal checklists that don't capture the detail you need for estate planning or insurance purposes. Use this comprehensive template as your master record and complete the bank's form as a supplementary requirement. Your executor and insurance company will need the detailed information this template provides.

How often should I update this inventory?

Update immediately whenever you add or remove items worth more than $500, add or remove any legal documents, or obtain new appraisals. Additionally, review and update the entire inventory annually as part of your estate planning maintenance, even if nothing has changed, to verify accuracy.

Should I keep this inventory in the safe deposit box?

No. Keep one copy in your home safe or with your estate planning documents, give a copy to your executor or attorney, and only keep a copy in the safe deposit box as a backup. If the only copy is in the box, your executor faces circular logic when trying to access contents after your death.

What if I'm storing items that aren't covered by my insurance?

This inventory's Insurance and Appraisal Information section helps you identify coverage gaps before problems occur. Once you complete the inventory and calculate total asset values, contact your insurance agent to verify adequate coverage limits or add valuable articles riders for high-value items.