1. Master Asset Inventory System & AI Companion ($16.00 Core Package · PRD-003 v1.1)
Forgotten Assets™ Asset Inventory Workbook (v1.1 Unified Edition)
Complete 18-section clipboard and kitchen-table workbook covering Starting Scope, Zone Register, Survey Notes, 4-Photo Rule, Batch Entry Sheets, Context Connections, People & Records, Known/Reported/Unknown Summary, Options Comparison, and Update Log.
Forgotten Assets™ AI Companion & Multimodal Prompt Library (v1.2)
Includes Beginner Quick-Start, Privacy & 5-Point Verification Guide, Printable Checklist, and multimodal prompt modules that turn nameplate photos and rough notes into clean Batch Entries while preserving Source of Information lineage.
Blank 6-Tab Google Sheet Kit (PRD-003-SHT-A)
Contains all 6 unified tabs (1. Start Here, 2. Zone Register, 3. Asset & Batch Entries, 4. Context Connections, 5. People & Records, 6. Update Log) with open-ended summary formulas and locked Source of Information dropdowns.
Worked-Example 6-Tab Demo Sheet (PRD-003-SHT-B)
Pre-populated with 8 sample zones (Zone A through Zone H) and 10 sample batch entries (B-001 through B-010) across the 10 Forgotten Assets™ categories so you can see how a completed inventory looks in practice.
2. Family Discussion Guide & Conflict-Free Digital Matrix ($9.00 Add-On · PRD-004)
Forgotten Assets™ Family Discussion Guide
A calm, neutral system for sharing documentation, surfacing family history, and recording perspectives ("Written First, Spoken Second") before decisions are made.
Conflict-Free 6-Tab Digital Family Matrix
Gives each relative an isolated input tab linked to your read-only Zone ID and Batch ID list so nobody overwrites the master inventory.
Safe Family Sharing Guide
Step-by-step instructions for setting up view-only vs. tab-specific permissions when sharing inventory records with relatives or co-executors.
3. Complete Six-Stage Curriculum & Professional Licensing
Forgotten Assets™ Field Guide
The complete 6-stage handbook walking through Survey → Inventory → Explore → Evaluate → Execute → Review across all 10 asset areas.
Forgotten Assets™ Companion Workbook
Twelve printable kitchen-table worksheets supporting all six stages of the Forgotten Assets™ Field Guide.
Professional Licensing Program Kit
Client documentation licensing, practitioner orientation guide, and co-branded handout rules for estate attorneys, CPAs, advisors, and move managers.