Probate Inventory Checklist for Wine and Spirits
A practical checklist for documenting bottles, photos, storage, and authority before selling.
Quick Answer
Probate requires a systemic approach to personal property. Wine and spirits are fragile assets that need immediate attention.
- Lock the cellar/cabinet immediately.
- Photograph every shelf or box.
- Check climate control (aim for 55°F).
- Document existing damage (stained labels, leaks).
- Do not distribute bottles to heirs until valued.
Step 1: Secure the Assets
Wine can spoil and spirits can 'evaporate' (be stolen) easily. Your first duty is preservation.
- Verify the cooling unit is running.
- Install a temporary lock if necessary.
- Restrict access to household staff or family members until inventory is complete.
Step 2: Documentation
You need a record that satisfies the court and potential buyers. You do NOT need a sommelier-level description for every bottle.
- Take 'shelfie' photos: legible spines of all bottles.
- Count total bottles.
- Note high-value categories (e.g., '3 cases of French Wine', '10 bottles of Macallan').
- Use our Inventory Template if a list is required.
Step 3: Valuation
Acceptable value for probate inventory can often be an estimated total market value.
- Contact us for a 'fair market value' quote.
- Keep the formal offer as proof of value for the file.
- This is often free, unlike hiring a certified appraiser who charges hourly.
Common Mistakes
Errors in probate can lead to disputes or liability.
- Guessing values based on retail prices (secondary market is different).
- Letting family 'take a few bottles' before inventory.
- Ignoring temperature control during the months-long probate process.
What to Do Next
Ready to get an offer for your bottles? Submit photos and details through our form, or text photos directly if that is easier.
Frequently Asked Questions
Do I need a certified appraisal?
Often, a bonafide offer to purchase from a dealer is sufficient evidence of Fair Market Value for probate, but check with your attorney.
How do I list opened bottles?
Opened wine or spirits generally have zero commercial value. Note them as 'no value/consumable'.
Can I sell before probate closes?
With court permission or if you have independent administration powers, yes. We can work with your timeline.
What if bottles are missing labels?
Mystery bottles usually have low value. Group them separately in your inventory.
Do you buy the wine racks too?
We buy the wine and spirits only. The racking is usually considered part of the real estate or furniture.