Who We Sit With at the Kitchen Table
"How do I navigate responsibility for assets I don't fully understand?"
When one person spent decades assembling a workshop, pole barn, or collection, they carried an invisible operating manual in their head. We help you replace mystery with a calm Zone ID and Batch ID map—without needing technical jargon.
"I only have a few weekends to figure out what is here."
Instead of getting bogged down counting loose hardware or moving heavy machines, use our Stage 1 Clipboard Walk and Stage 2 Four-Photo Rule to capture an organized record that siblings and professionals can review from anywhere.
"I want my family to have a clear map while I'm here to explain it."
Link keys, titles, manuals, backup power systems, and detached tooling to their parent items on paper now (Context Connections) so your family never has to guess what belongs together.
The SIX Framework™ & Ten Asset Transition Areas
Our methodology keeps observation, exploration, and action distinct across six steady stages: 1. Survey → 2. Inventory → 3. Explore → 4. Evaluate → 5. Execute → 6. Review. Every worksheet adapts cleanly across ten core asset areas (including household preparedness, backup power, and rural infrastructure):
Forgotten Assets™ Master Asset Inventory System + AI Companion
A complete clipboard, spreadsheet, and AI-assisted documentation system for Stage 1 (Survey) and Stage 2 (Inventory). Fully usable on paper or in Google Sheets/Excel—with or without AI.
What You Receive Immediately ($16.00 Core Package):
- ✓ Print-Ready Asset Inventory Workbook (PDF & Google Doc): 18 structured sections covering Starting Scope, Zone Register, Stage 1 Survey Notes, The 4-Photo Rule (1. Context, 2. Full view, 3. Visible marker, 4. Related context), Batch Entry Forms, Context Connections, People & Records, Known/Reported/Unknown Summary, Options Comparison, and Update Log.
- ✓ Unified 6-Tab Google Sheet Kit (Blank & Worked-Example Editions): Pre-built with live open-ended summary formulas (
Start Here),Zone Register,Asset & Batch Entries,Context Connections,People & Records, andUpdate Logwith locked Source of Information dropdowns (Observed directly, Reported by someone, Not checked). - ✓ Forgotten Assets™ AI Companion (Included at Launch): Beginner Quick-Start Guide, AI Privacy & 5-Point Verification Guide, Printable Checklist, and 10 Ready-to-Use Prompt Modules that turn rough walk-through notes into spreadsheet-ready tables in free ChatGPT, Gemini, or Copilot.
- ✓ All 3 Quick-Start Checklists Included: The 30-Minute Clipboard Walk (LM-01), The 4-Photo Documentation Rule (LM-02), and Nine Calm Questions (LM-03).
Zero recurring subscriptions. Works on paper, Microsoft Excel, and free Google Sheets.
Sharing your inventory with siblings, heirs, or co-executors? Add the Forgotten Assets™ Family Discussion Guide (PRD-004) + Conflict-Free 6-Tab Digital Family Matrix at checkout for $9.00 so each relative gets a private input tab without overwriting your master inventory.
Instant redirect to your download & Google Sheet copy portal upon checkout.
Clear Boundaries You & Your Advisors Can Trust
| What Forgotten Assets™ Always Provides | What Forgotten Assets™ Never Does |
|---|---|
| Plain-language Zone ID (Zone A, Zone B) and Batch ID (B-001, B-002) documentation pages. | Never estimates dollar values, conducts appraisals, or authenticates items. |
| Non-invasive visual observation logs (Observation is not inspection) and the 4-Photo Rule. | Never instructs you to power on, start, climb, test, or move unfamiliar equipment. |
| Strict separation of Observed directly, Reported by someone, and Not checked. | Never determines legal ownership, title rights, mechanical safety, or regulatory compliance. |
| Optional AI Companion prompts with strict privacy redaction and human verification rules. | Never provides legal, tax, financial, estate-planning, or liquidation advice. |
For Estate Attorneys, CPAs, Financial Advisors, Senior Move Managers & Organizers
Provide transitioning client families with a non-advisory kitchen-table documentation kit so they arrive at appointments with organized Zone ID and Batch ID records rather than a shoebox of unsorted notes.