Professional Assets Registry Checklist
Prepared By: [Your Name]
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:
2. Physical Assets
Office Equipment:
Computers and Devices:
Furniture:
3. Digital Assets
Domain Names:
Websites/Online Presence:
Digital Files:
Social Media Accounts:
4. Licenses and Certifications
Professional Licenses:
Certifications:
5. Contracts and Agreements
Client Contracts:
Employee Contracts:
Partnership Agreements:
6. Financial Assets
Bank Accounts:
Investment Assets:
Insurance Policies:
7. Miscellaneous
Business or Office Location:
Vehicles:
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.
Checklist Templates @ Template.net
