# The Other Assets Module

The FIRM Guide (thefirmguide.com) — companion to The Recoverable Family.
Fill this in privately (any text editor or by hand), then store it in your Vault.


## 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.

- Property Address: 

- Property Type: 

- Ownership: 

- Deed Location: 

- Approximate Current Value: 

- Outstanding Mortgage: 

- Cost Basis / Acquisition Date: 

- Property Manager (if applicable): 

- Notes: 

> Repeat for each property.

- Asset Description: 

- Form: 

- Approximate Quantity: 

- Storage Location: 

- Purchase Records Location: 

- Most Recent Appraisal Date: 

- Appraisal Document Location: 

- Notes: 

- Category: 

- Description: 

- Approximate Quantity or Inventory: 

- Storage Location: 

- Most Recent Appraisal Date: 

- Appraiser Name and Contact: 

- Appraisal Document Location: 

- Insurance Coverage: 

- Notes: 

> Repeat for each category or significant item.

- Description: 

- Counterparty Name: 

- Approximate Value: 

- Supporting Documents Location: 

- Contact for This Investment: 

- Notes: 

> 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.
| Asset | Last Appraised | Appraiser | Document Location | Next 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 Category | Description | Notes |
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### Who to Contact
| Name | Role | Phone |
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