Asset
A non-property asset: financial accounts, personal property, vehicles, digital assets, business interests, Islamic finance instruments, etc
A non-property asset: financial accounts, personal property, vehicles, digital assets, business interests, Islamic finance instruments, etc
Required fields
idnamecategory
Fields
| Field | Type | Req | Description |
|---|---|---|---|
| accessInstructions | object | Instructions for accessing this asset after death — steps, locations, holders. No secrets in the document, just instructions for finding them. Available for all asset categories (digital: crypto wallets, social media; physical: safes, storage units) | |
| acquisitionType | enum | How this asset was acquired. Determines succession rules in Indian and other customary systems self_acquired: purchased or earned by the owner. ancestral_joint: undivided coparcenary property. ancestral_severed: partitioned former joint property. inherited: received through inheritance. gifted: received as a gift. stridhan: Hindu woman's absolute property. communal: communal or clan property. waqf_endowed: Islamic endowment. | |
| applicableLaw | Jurisdiction | The jurisdiction whose succession law governs this item. Missing means defaults to estate domicile | |
| assetCollectionId | string | Reference to the AssetCollection.id this asset belongs to. An asset may belong to at most one collection. If set, this asset's value contributes to the collection's total | |
| beneficiaryDesignation | object | Named beneficiary designation for this asset. Assets with beneficiary designations pass outside the probate estate — the will does not control their distribution For assets with named beneficiaries (retirement accounts, life insurance, POD bank accounts). These pass OUTSIDE the estate. | |
| brand | object | The manufacturer or brand name. Accepts a plain string (backwards compatible) or a structured object with Wikidata linkage for rich product data. AI agents should use this as a primary search dimension when finding comparables Structured form enables: brand logos via Wikidata, founding year, parent company, official website, product catalogues. The wikidataId field (Q-number) unlocks the entire Wikidata knowledge graph for this brand. Plain string form remains valid for simplicity. | |
| category | enum | Top-level category from the INHERIT Product Taxonomy. Use the `subcategory` field for finer classification. See `reference-data/category-guidance.json` for valid subcategories, recommended identifiers, and photography guidance per category Top-level categories from the INHERIT Product Taxonomy (derived from the Standard Product Taxonomy, MIT licence). financial: bank accounts, savings, investments, pensions, shares, bonds, cryptocurrency, insurance. property_contents: furniture, kitchenware, electronics, tools, garden and outdoor items. vehicle: cars, motorcycles, boats, caravans, classic vehicles. jewellery_watches: jewellery, watches, precious stones, costume jewellery. art: paintings, sculptures, prints, photography, mixed media. antiques: antique furniture, ceramics, silverware, clocks. collectibles: stamps, coins, model railways, vinyl records, trading cards, memorabilia. musical_instruments: pianos, guitars, orchestral instruments, vintage instruments. books_manuscripts: rare books, first editions, manuscripts, maps. wine_spirits: wine collections, whisky, spirits, cellar contents. clothing_textiles: designer clothing, vintage fashion, textiles, rugs. firearms_sporting: firearms (require licensing), sporting equipment, fishing tackle. digital: domain names, social media accounts, subscriptions, digital media, crypto wallets. business: business interests, partnerships, intellectual property, stock compensation. islamic_financial: sukuk, takaful, Islamic deposits — internationally recognized financial instruments defined by AAOIFI standards and regulated by secular financial authorities. other: any asset not covered above. Use the subcategory field for finer classification — valid subcategories per category are listed in reference-data/category-guidance.json. | |
| comments | array[object] | Discussion comments on this entity | |
| communalAuthority | object | The communal or family authority whose approval is required to dispose of this asset | |
| comparableSearchProfile | object | Structured search instructions for comparable-finding agents. Acts as agent memory — the item teaches future agents how to find its peers | |
| condition | enum | Physical condition of the asset. Affects resale value — dealers use this to price items. Pair with conditionSystem and conditionGrade for domain-specific grading. Use 'not_applicable' for financial assets where condition is meaningless excellent: like new or pristine. good: normal wear, fully functional. fair: showing age, may need minor repair. poor: significant wear, may need major repair. unknown: condition has not been assessed. not_applicable: condition is not relevant (e.g. bank accounts, pensions). | |
| conditionGrade | string | The specific grade within the conditionSystem. Meaningful only when conditionSystem is set | |
| conditionStandard | string | URI pointing to the official documentation of the grading standard used. Enables tools to display the correct grading scale and interpret the conditionGrade value Machine-resolvable link to the standard's definition. For well-known standards that don't have a canonical URI, use the most authoritative reference page. | |
| conditionSystem | object | The grading system used for the conditionGrade value. Allows domain-specific condition assessment alongside the generic condition field goldmine: Goldmine Grading Standard for vinyl records (M/NM/VG+/VG/G+/G/F/P). sheldon: Sheldon scale for coins (1-70, where 70 is perfect). ags: American Gem Society for gemstones (0-10). bsc: British Standards for antiques. gia: Gemological Institute of America for diamonds. watch_trade: Watch trade conventions (BNIB/LNIB/Excellent/Very Good/Good/Fair). classic_vehicle: Classic vehicle grading (Concours/Excellent/Very Good/Good/Fair/Project). book_trade: Antiquarian book trade (Fine/Near Fine/Very Good/Good/Fair/Poor). | |
| containedInAssetId | string | Reference to another Asset.id if this asset is physically contained within or logically part of another asset. Enables hierarchical asset nesting — e.g. a watch inside a safe, tools inside a toolbox | |
| culturalDisposition | Cultural disposition | Cultural, religious, and regulatory constraints on disposal of this asset | |
| custodian | object | Third party currently holding this asset — a bank (safe deposit), storage facility (bonded wine), repairer (watch at jeweller), gallery (art on loan), or institution. The executor needs to know who to contact | |
| dataProvenance | enum | How this specific entity's data was captured. Overrides the document-level default if set Per-entity override of the document-level dataProvenance. Same values as the root field. | |
| description | string | Structured description of the asset — what it is, its significance, and key details a dealer or executor would need. Distinct from 'notes' which is free-form | |
| digitalAccessConsent | object | Digital access consent under RUFADAA or equivalent legislation. Governs whether executors and fiduciaries can access the deceased's digital accounts and assets RUFADAA (Revised Uniform Fiduciary Access to Digital Assets Act) — adopted by ~47 US states. Controls whether fiduciaries can access digital assets. | |
| estimatedValue | Money | Owner's estimate of the asset's current value, in minor currency units | |
| externalLinks | array[object] | Links to this asset in external databases, marketplaces, and registries. The universal connector — any external system can be referenced without a schema change. Use identifiers for formal identifier schemes (ISBN, VIN, NINO); use externalLinks for platform-specific references, product pages, and database entries Each link has a system (which database), an id (the platform-specific identifier), and an optional url (direct link). The system field should use a short, recognisable name — implementations can maintain a registry of known systems. Examples: chrono24 (watch marketplace), discogs (vinyl database), artnet (art market data), rightmove (UK property), companieshouse (UK company registry), landregistry (UK property titles). | |
| fieldProvenance | array[Field provenance] | Per-field provenance records — how each field's value was obtained | |
| id | string | Unique identifier for this asset within the INHERIT document | |
| identifiers | array[Identifier] | External identifiers — serial numbers, account numbers, policy references, registration numbers, etc | |
| images | array[Media] | Photographs, videos, and document scans. Vision-capable AI agents use these to identify items, assess condition, and find visual matches on marketplaces. Use viewType from media.json to categorize each media item | |
| includedDocuments | array | Original documents, certificates, and packaging elements present with this item. Affects value significantly across many categories. Cross-category: watches, vehicles, books, art, and collectibles share some document types | |
| insurance | object | Insurance coverage for this asset. The executor needs to know what's insured, by whom, and whether cover continues after death | |
| insuranceCover | object | Insurance details for this item. Tracks which policy covers it, the agreed value, and when cover was last confirmed. Essential for executors who need to claim on the correct policy | |
| lastVerifiedAt | string | When this entity's data was last verified by a human or authoritative source. Agents use this to decide whether to trust existing values or re-derive them | |
| listings | array[object] | Active or historical listings of this item for sale on external channels. Tracks where the item is listed, its status, and sale outcome. Application-level data — not part of the estate interchange but carried alongside it for catalogue and dealer workflows | |
| location | string | Where this asset is physically stored or held — a bank, safe, property, or institution | |
| mergedInto | object | Records that this entity was merged into another entity — the target entity is the canonical version | |
| mobilityType | enum | Whether this asset is classified as immoveable or moveable property. Affects which conflict-of-laws rules apply in cross-border estates immoveable: land or buildings (rare for assets — typically use Property). moveable: personal property, financial assets, vehicles. mixed: combination. Relevant for Shia inheritance and French lex rei sitae. | |
| model | string | The specific model, product line, or range name. Combined with brand and identifiers, this is the primary key for marketplace search. AI agents construct search queries from brand + model + subcategory | |
| name | string | Display name for this asset. Should be specific enough to identify the item during probate | |
| notes | string | Free-text notes about this asset. Use for provenance, sentimental value, special handling instructions, or anything not captured by structured fields | |
| originalPackaging | enum | Whether original packaging, documentation, and accessories are present. Affects value by 20–40% across watches, model railways, jewellery, and many other domains complete: original box, papers/certificates, all accessories present. partial: some original packaging elements present. box_only: original box but no papers. papers_only: certificates/papers but no box. none: no original packaging. unknown: packaging status not assessed. | |
| ownerIntent | enum | The owner's current intention for this item. Absent means keeping (the default). Used by catalogue applications to track whether items are being actively managed, offered for sale, or allocated to specific people keeping: the owner intends to retain this item. considering: undecided — may sell, may keep. thinning: actively looking to sell or dispose of. listed: currently listed for sale on one or more channels. sold: sold and awaiting removal from the catalogue. allocated: earmarked for a specific person (see asset-interest with intentType allocate). donated: given to charity or institution. | |
| ownershipEvidence | enum | The type of evidence available to prove ownership of this asset title_deed: formal ownership document. certificate_of_occupancy: Nigerian occupancy certificate. family_recognition: family acknowledges ownership. community_testimony: community can attest. receipts_only: purchase receipts only. none: no evidence available. | |
| passesOutsideEstate | boolean | Whether this asset passes outside the probate estate. Beneficiary designations, POD accounts, and jointly held assets typically bypass the will True if this asset passes outside probate (beneficiary designation, POD, TOD). NOT distributed under the will. | |
| possessionStatus | enum | Whether the asset was held at death, is receivable post-death, or is contingent on a future event possessed_at_death: asset was in the deceased's possession or control at death (muchzak in halacha). receivable: asset is owed to the estate but not yet received — e.g. insurance payouts, debts owed to the deceased (ra'ui in halacha). contingent: asset depends on a future event that may or may not occur. Under halacha, the bekhor's double portion applies only to 'possessed_at_death' (muchzak), not 'receivable' (ra'ui). Useful for probate valuations universally. | |
| productPage | string | URI pointing to the manufacturer's or retailer's official product page for this exact item. Distinct from storageRef (document storage) and externalLinks (database references). Enables direct linking to manufacturer specifications, manuals, and warranty information | |
| professionalValuation | Money | Professional valuation of the asset, in minor currency units | |
| propertyId | string | Reference to a Property.id if this asset is located at a specific property in the estate | |
| provenance | Provenance | Consolidated provenance metadata — how this entity was created, by whom, and whether a human has verified it | |
| provenanceChain | array[object] | Prior ownership records — establishes the chain of provenance for the asset. Critical for art, antiques, and high-value collectibles Christie's-requested: provenance chain is a standard requirement for auction house estate valuations | |
| purchaseDate | string | Date the asset was acquired by the current owner. Used for capital gains tax calculations, insurance claims, and provenance. Maps to Schema.org purchaseDate | |
| purchasedFrom | string | Where the asset was purchased or acquired from. Collectors track provenance — valuable for dealers and for establishing authenticity | |
| quantity | integer | Number of items if this represents multiple identical or similar items | |
| registrationStatus | enum | Whether ownership of this asset is formally registered or documented formally_registered: documented with an official authority. informally_held: possessed but not registered. community_acknowledged: community recognises ownership. disputed: ownership is contested. undocumented: no documentation exists. | |
| searchTerms | array[string] | Keywords for marketplace search — AI-generated or human-curated. Memoization: once derived, cached here so subsequent agents reuse them instantly rather than re-deriving | |
| serviceHistory | array[Service record] | Service, maintenance, and restoration records. Critical for watches (service intervals affect value), vehicles (MOT history, restoration), clocks, and musical instruments | |
| shippingClass | enum | How this item can be transported for selling or verification. Determines which logistics path the Deal Comparison uses parcel: fits in a standard parcel (model railways, watches, books, vinyl, coins). large_item: requires a van or large vehicle (furniture, large art, equipment). specialist_transport: needs a specialist carrier (vehicles, pianos, very fragile items). collection_only: cannot be shipped — buyer or dealer must collect in person. | |
| spaceId | [string null] | Reference to a Space.id representing where this item is physically stored. Critical for collections spread across multiple properties or countries — affects probate jurisdiction and dealer collection logistics | |
| spaceIdDisplay | string | Human-readable display name for the referenced storage location | |
| splitFrom | object | Provenance record when this entity was created by splitting a larger entity. The original entity is typically archived after the split | |
| subcategory | string | Finer classification within the top-level category. Values are defined in reference-data/category-guidance.json but the field is freeform to accommodate jurisdiction-specific asset types. Examples: financial → 'pension', collectibles → 'model_railways', vehicle → 'classic_vehicle' | |
| successionRegime | object | The succession regime governing this specific asset. Overrides estate.defaultSuccessionRegime when present | |
| suggestedSubcategory | string | AI-suggested subcategory refinement, kept separate from the human-set subcategory. Accepted when the user confirms. Provenance: always AI-generated | |
| taxTreatment | object | Per-asset tax treatment — how this asset is classified for tax purposes in a specific jurisdiction | |
| urgency | enum | How urgently this asset needs attention after the testator's death. Drives the executor's priority list immediate: must be dealt with at once — live animals, perishable goods, firearms (7-day surrender in UK). within_7_days: urgent but not immediate — vehicles with insurance expiring, time-limited subscriptions. within_30_days: should be addressed within a month — tenanted property, business interests needing continuity. none: no time pressure — most personal possessions, financial accounts. | |
| urgencyReason | string | Explanation of why this asset is urgent. Particularly important for 'immediate' items | |
| valuationConfidence | enum | Level of confidence in the stated valuation estimated: owner's own estimate. professional: assessed by a qualified valuer. official: valuation agreed with tax authority for probate, inheritance tax, or equivalent official purpose — territory-neutral term replacing 'probate'. unknown: basis of valuation is unknown. | |
| valuationDate | string | Date of the most recent valuation | |
| valuationReliability | integer | Numeric reliability score (0-100) for the current valuation. Computed from: recency, method, corroborating comparables, variance between estimates. Companion to the categorical valuationConfidence enum — the enum captures source, this number captures trustworthiness now. Agents use this to prioritise which assets need re-valuation | |
| verifiedBy | string | Who or what verified this entity — a person's name, a tool, or 'owner' | |
| visibility | Visibility | Controls who can see this asset. Some assets (firearms, digital accounts, sensitive collections) may need restricted visibility |
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