The FIRM Guide

The Other Assets Module

Real estate, precious metals, collectibles, and private investments — what the family owns beyond standard accounts, where key documents are held, and how value is established and kept current.

Download template Nothing is entered on this page — you fill the template in privately.

Text file — the flexible one. Use it as-is, open it in any editor, or paste it into an AI tool to reshape the blank form to fit your family: rename a field, add a row, drop one you don't need.

Print / PDF — the ready-to-use one. Print it and fill it in by hand, or choose Save as PDF and complete it in your own offline PDF app. Either way it stays with you — the finished Secure Guide template goes inside your Vault.

One rule: only ever give an AI tool the blank template. Never paste your real information — passwords, account numbers, anything you'd keep secret — into an AI tool, an online service, or anywhere outside your own Vault. Customizing an empty form is fine; filling it in happens privately, offline. That's the same rule this site follows: nothing sensitive ever leaves your hands.

Secure Guide Starter Template

This template belongs in The Secure Guide, stored within The Vault. It documents what you own, where key documents are held, and how to establish value. Asset values themselves belong in the appraisal section — not in The Family Guide.

The property's address.
Primary Residence / Vacation / Rental / Land.
Sole / Joint / Trust / Other.
Where the deed is held.
Rough current value.
Yes / No — see Financial Accounts Module.
What was paid and when acquired.
Name, phone, email.
Anything a future maintainer should know.

Repeat for each property.

Gold / Silver / Platinum / Other.
Coins / Bars / Certificates / Other.
Roughly how much is held.
Where it is stored.
Where purchase records are held.
When last appraised.
Where the appraisal is held.
Anything a future maintainer should know.
Art / Jewelry / Antiques / Wine / Coins / Other.
What the item is.
How many or how much.
Where it is stored.
When last appraised.
Who appraised it and how to reach them.
Where the appraisal is held.
Yes / No — see Insurance Module.
Anything a future maintainer should know.

Repeat for each category or significant item.

Private loan / Equity stake / Other.
The other party to the investment.
Rough current value.
Where the paperwork is held.
Who to reach about it.
Anything a future maintainer should know.

For formal business interests and ownership structures, see the Entities Module.

Appraisals — Summary and Maintenance. Appraisals serve estate valuation and insurance coverage; both require current documentation. General guidance: review every three to five years, or sooner after significant market changes, damage, restoration, or acquisition. Consult your estate attorney and insurance provider on their requirements.
AssetLast AppraisedAppraiserDocument LocationNext Review

Family Guide Starter Template

This template belongs in The Family Guide. It confirms that these assets exist and provides enough orientation for heirs to act — without including values, which belong in The Secure Guide.

We own the following assets beyond our primary financial accounts. Details, document locations, and appraisal records are in The Secure Guide. Do not sell, transfer, or distribute any of these assets without first consulting our estate attorney and CPA — tax implications may apply.

Other Assets — Overview
Asset CategoryDescriptionNotes
Who to Contact
NameRolePhone

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