Is your asset ready?

Real estate

Essential

• Deed or proof of title
• Title report or title insurance policy
• Recent appraisal
• Details of any mortgage or lien
• Property tax and insurance records
• Government ID for each owner and beneficial owner
• Documents for any company or trust that holds the asset
• Information on the source of funds

Helpful if you have it

• Boundary survey
• Leases and rent roll, if it earns rent
• Operating statements
• Inspection or condition report

Commercial real estate

Essential

• Deed or proof of title
• Title report or title insurance policy
• Recent appraisal
• Tenant leases and rent roll
• Two to three years of operating statements
• Details of any mortgage or lien
• Government ID for each owner and beneficial owner
• Documents for any company or trust that holds the asset
• Information on the source of funds

Helpful if you have it

• Environmental site assessment
• Boundary survey
• Property condition report
• Documents for the company that owns it

Farmland, timber or mineral royalties

Essential

• Deed and, for minerals, the mineral title chain
• Survey or plat
• Farm leases and yield records, a timber inventory, or royalty statements
• Recent appraisal, or a reserve report for minerals
• Government ID for each owner and beneficial owner
• Documents for any company or trust that holds the asset
• Information on the source of funds

Helpful if you have it

• Harvest or management plan
• Water rights documents
• Easements and conservation agreements
• Operator contracts or division orders

Solar and energy

Essential

• Land leases or grants
• Permits and grid interconnection agreement
• Generation or meter data, or the build plan
• Power purchase or offtake agreements
• Government ID for each owner and beneficial owner
• Documents for any company or trust that holds the asset
• Information on the source of funds

Helpful if you have it

• Independent engineer's report
• Equipment specifications and warranties
• Recent appraisal
• Construction contracts

Compute and data centers

Essential

• Facility lease or proof of ownership
• Power and capacity contracts
• Uptime and throughput records
• Customer contracts
• Government ID for each owner and beneficial owner
• Documents for any company or trust that holds the asset
• Information on the source of funds

Helpful if you have it

• Equipment inventory
• Independent technical assessment
• Insurance certificates
• Expansion plans

Commodities

Essential

• Warehouse receipts or proof of ownership
• Inventory or inspection certificates
• Offtake or sales contracts
• Government ID for each owner and beneficial owner
• Documents for any company or trust that holds the asset
• Information on the source of funds

Helpful if you have it

• Production records
• Shipping documents
• Insurance certificates
• Receivables ledger

Art and collectibles

Essential

• Bill of sale or other proof of ownership
• Provenance history
• Recent appraisal
• Where it is stored and how it is insured
• Government ID for each owner and beneficial owner
• Documents for any company or trust that holds the asset
• Information on the source of funds

Helpful if you have it

• Certificates or letters from authenticators
• Exhibition and publication history
• Condition report
• Photographs

Gems and jewelry

Essential

• Grading reports from a gemological laboratory
• Purchase records or other proof of ownership
• Recent appraisal
• Government ID for each owner and beneficial owner
• Documents for any company or trust that holds the asset
• Information on the source of funds

Helpful if you have it

• Photographs
• Where it is stored and how it is insured
• Any earlier certificates

Collector vehicles, yachts or aircraft

Essential

• Title and registration
• Chassis, hull or serial number details
• Complete maintenance records or logbooks
• Recent appraisal
• Government ID for each owner and beneficial owner
• Documents for any company or trust that holds the asset
• Information on the source of funds

Helpful if you have it

• Inspection or survey report
• Manufacturer heritage certification
• Storage, management or charter agreement
• Insurance policy

Fine wine and spirits

Essential

• Purchase invoices
• Bonded warehouse statements or storage history
• For casks, the cask ownership certificate
• Government ID for each owner and beneficial owner
• Documents for any company or trust that holds the asset
• Information on the source of funds

Helpful if you have it

• Recent valuation
• For casks, a regauge report
• Insurance details
• Photographs of bottles and labels

Music and media rights

Essential

• Publishing and recording contracts
• Registrations with collection societies or the copyright office
• Ownership shares (split sheets) for each work
• Two to three years of royalty statements
• Government ID for each owner and beneficial owner
• Documents for any company or trust that holds the asset
• Information on the source of funds

Helpful if you have it

• Catalog list with industry identifiers
• Licensing agreements
• Recent valuation

Patents and IP

Essential

• Patent or trademark registrations
• Assignment records showing ownership
• License agreements
• Royalty reports
• Government ID for each owner and beneficial owner
• Documents for any company or trust that holds the asset
• Information on the source of funds

Helpful if you have it

• Proof that maintenance fees are paid
• Recent valuation
• Any challenges or litigation history

ESG and impact credits

Essential

• Registry account and credit serial numbers
• Verification reports from an accredited verifier
• Project documents
• Government ID for each owner and beneficial owner
• Documents for any company or trust that holds the asset
• Information on the source of funds

Helpful if you have it

• Methodology documents
• Retirement records
• Buyer or offtake agreements

Sacred heritage objects

Essential

• Provenance and stewardship history
• Authorization from the community or institution that holds it
• Current custody arrangements
• Government ID for each owner and beneficial owner
• Documents for any company or trust that holds the asset
• Information on the source of funds

Helpful if you have it

• Condition report
• Export or cultural property documents
• Photographs

Sacred heritage objects are recorded as a registry and custody record only. They are never offered for sale.

An estate with several assets

Essential

• A list of the assets the estate holds
• How each asset is held, such as trust or company documents
• Contact details for the family's attorney or advisor
• Government ID for each owner and beneficial owner
• Documents for any company or trust that holds the asset
• Information on the source of funds

Helpful if you have it

• For each asset, what its own checklist above asks for
• Existing estate planning documents
• Recent appraisals