FREE ASSET INVENTORY FORMS
Your Family Shouldn’t Have to Guess What’s in the Safe
Two free forms that give you one place to write down your jewelry and firearms: what you have, what it's worth, where it's kept, and who you'd like to have it.
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“The custom binder and personal property asset form has helped us organize all of our assets and keep them in one place.” - Deanna S.
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Fewer arguments
When your wishes are written down, nobody has to guess or argue over what you would have wanted.
Nothing undersold or lost
Recorded values and appraisals help your family avoid selling a $4,000 ring for $200.
Safer handoffs
A clear record helps your executor slow down and follow the rules for passing on firearms.
Here’s What You’ll Fill In
Each form walks you through the details your executor and family will actually need. Take one or both.
Jewelry Asset Portfolio
Rings, watches, heirlooms, and the everyday pieces that mean something.
What each piece is and where it's kept
Appraised value, appraisal date and insurance details
Where it came from, and any paperwork that goes with it
The story behind it
Who you'd like to have it
Firearm Asset Portfolio
For collectors, hunters, veterans, and anyone with even one firearm at home.
Make, model, caliber and serial number
Where each one is stored, and where the keys or codes are
Purchase details and estimated value
Whether anything is federally registered or held in a trust
Who you'd like to have it, and notes for your executor
Choose one or both on the next step.
Get Your Free Forms
Fill in the form and your download links land in your inbox in about a minute.
Choose your forms. Pick one or both, then add your name and email.
Check your inbox. Your download links arrive right away.
Fill them in at your pace. Then tell one trusted person where you keep them.
“Knowing my family would not be left guessing brings me so much comfort.” - Ryan K. Active Duty Air Force
"Overall, the products are invaluable tools for anyone looking to take control of their end-of-life planning." - M. Rogers
The Things That Get Lost Are the Ones That Mattered Most
The personal things slip through the cracks. When someone dies, the family usually sorts out the house and the bank accounts pretty quickly. It's the smaller things, the ones with the most meaning, that get lost.
Often, nobody knows what's there. It's common for grown kids to open a jewelry box and not know which ring was Grandma's engagement ring. Or for a gun safe to sit locked for months because nobody knew the combination, what was inside, or who was supposed to get it.
Firearms add legal rules on top of that. Your executor has steps to follow before a firearm can change hands, and that's a hard thing to learn in the middle of grieving.
That's why I made these forms. Once they're filled in, the people you love will have answers instead of questions.
Gina Klein
Founder, Planned with Purpose
A few questions people ask
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Yes these forms are free. Simply use the sign up form to download your forms. By signing up, you are agreeing to subscribe to receive emails from Planned with Purpose, LLC. No credit card required.
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Yes you will receive editable PDF files that can be edited and saved on your computer.
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All details pertaining to each jewelry item, including jewelry identification details, physical details, diamond/gemstone information, ownership and family history, appraisal and value details, insurance information, current location and storage details, intended estate distribution, photographic records, maintenance details, access protocols, and supporting documentation. Use the form to guide you on each specific detail.
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They generally become part of the estate, and the executor is responsible for keeping them secure and passing them on legally. Some items, like suppressors and short-barreled rifles, need extra federal paperwork. State laws vary, so it's worth talking to an estate attorney.
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Somewhere secure that your executor can get to, like a fireproof safe or your attorney's office. They'll list serial numbers and values, so don't leave them out or email them unprotected.
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No. These are tools for getting organized. For wills, trusts and firearm transfers, please work with an estate attorney in your state.
Most people mean to do this someday. You can start tonight.
A little time with these forms now can save your family weeks of guessing later. They're free, and they'll be in your inbox in a minute.
