Professional Assets Registry Checklist

Prepared By: [Your Name]

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1. Intellectual Property

Patents:

• Patent title

• Patent Number

• Date of registration

• Expiry date

Trademarks:

• Trademark name/logo

• Registration number

• Date of registration

• Expiry date

Copyrights:

• Title of work (e.g., book, software, music)

• Registration number (if applicable)

• Date of registration

• Expiry date (if applicable)

Trade Secrets:

• Description of secret

• Protection measures in place

• Owners

2. Physical Assets

Office Equipment:

• Item name

• Brand and model

• Serial number

• Date of purchase

• Condition (new, good, needs repair)

• Warranty details (if applicable)

Computers and Devices:

• Device type (laptop, desktop, tablet, etc.)

• Brand/Model

• Serial number

• Date of purchase

• Software/licenses installed

Furniture:

• Item (desk, chair, filing cabinet, etc.)

• Description/brand

• Date of purchase

• Condition

3. Digital Assets

Domain Names:

• Domain name

• Date of registration

• Expiry date

• Hosting details

Websites/Online Presence:

• Website URL

• Content management platform (WordPress, Shopify, etc.)

• Admin access credentials (securely stored)

• Analytics tools (Google Analytics, etc.)

Digital Files:

• Folder name/description

• File type (documents, presentations, etc.)

• The storage location (cloud, server, etc.)

• Access rights (who can view/edit)

Social Media Accounts:

• Platform name (LinkedIn, Twitter, Instagram, etc.)

• Account name

• Admin access credentials (securely stored)

4. Licenses and Certifications

Professional Licenses:

• License type (e.g., CPA, architect, medical, etc.)

• License number

• Issuing authority

• Expiry date

• Renewal procedures

Certifications:

• Certification name (e.g., ISO certification, software certifications)

• Issuing organization

• Date of issue

• Expiry date

• Renewal process

5. Contracts and Agreements

Client Contracts:

• Client name

• Contract type (service, supply, etc.)

• Key terms

• Start and end date

• Renewal conditions

Employee Contracts:

• Employee name

• Role/position

• Contract type (full-time, part-time, freelance, etc.)

• Salary/compensation details

• Key terms

Partnership Agreements:

• Partner organization or individual

• Key terms

• Start and end date

• Profit-sharing details

6. Financial Assets

Bank Accounts:

• Bank name and branch

• Account number

• Type of account (checking, savings, business, etc.)

• Authorized signatories

• Online banking credentials (securely stored)

Investment Assets:

• Investment type (stocks, bonds, etc.)

• Investment value

• Date of purchase

• Current value

Insurance Policies:

• Policy type (life, business, property, etc.)

• Insurance provider

• Policy number

• Coverage details

• Expiry date

7. Miscellaneous

Business or Office Location:

• Address

• Lease agreement details (if applicable)

• Property owner details

Vehicles:

• Vehicle make/model

• VIN (Vehicle Identification Number)

• Registration number

• Insurance details

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Notes/Additional Information

• Storage & Security: Secure storage locations for physical and digital assets, including password management tools.
  

• Access Control: List of individuals with access to specific assets and assets that need to be regularly updated (e.g., licenses, software).
  

• Asset Value & Depreciation: Keep track of the value and depreciation of assets for tax, insurance, and accounting purposes.

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