estate

How to Inventory an Inherited Collection

A step-by-step inventory process for estate executors — photograph, classify, document, and route, without rushing the sale.

Published March 23, 2026Updated May 20, 20261 min read

Short answer

Photograph everything before moving it. Sort into bulk, standouts, and unknowns. Build a spreadsheet inventory with category, condition, and provenance fields. Only then start the routing decisions.

The inventory sequence:

Day 1–3: photograph

Move nothing before photographing. Use the Photo Listing Checklist for high-value items, and a simpler 3-photo sequence (front, back, any markings) for bulk items.

Day 3–7: classify

Sort everything into the three buckets: bulk, standouts, and unknowns. Label each item with a temporary ID number that matches your inventory spreadsheet.

Day 7–14: spreadsheet

Use the Collection Inventory Template. Fill in the 16 fields for each item. For bulk lots, group items into reasonable sub-lots and fill one row per sub-lot.

Day 14+: routing

Only now start contacting appraisers, dealers, or auction houses. Standouts and unknowns first; bulk last. Don't hand the inventory file over to any single buyer — keep your copy.

What to leave to professionals

  • Identifying figures you don't recognize.
  • Authenticating signatures you can't place.
  • Conserving damaged paper or fabric.
  • Valuing items above $2,500 with confidence.

For these, hire independent appraisers — not the people who would also buy your items.

Related guides

Keep reading