# The Connected Trio Template — Identities, Subscriptions and Memberships, Digital Legacy

The FIRM Guide (thefirmguide.com) — companion to The Recoverable Family.
Fill this in privately (any text editor, spreadsheet, or by hand), then store it in your Vault.
Work the sections in order. Enter information ONCE, in Section 1 — later sections reference it.


## Section 1: Family Identities (Master List) — enter each person once

| Person | Birth Date | Government-Issued IDs | Primary Email | Secondary Emails | Physical Document Location | Notes |
| --- | --- | --- | --- | --- | --- | --- |
|   |   |   |   |   |   |   |
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|   |   |   |   |   |   |   |


## Section 2: Subscriptions and Memberships — reference Section 1; don't re-enter

| Service Name | Tied to Identity (Person - email, from Section 1) | Type | Cost | Renewal Date | Auto-Renew | Transferable? | Value / Benefits | Access / Cancellation Notes |
| --- | --- | --- | --- | --- | --- | --- | --- | --- |
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## Section 3: Digital Legacy Disposition — references Sections 1 and 2

| Identity / Service | Disposition (delete / transfer / memorialize / archive) | Timeline | Access Method | Specific Instructions | Value / Priority |
| --- | --- | --- | --- | --- | --- |
|   |   |   |   |   |   |
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## Maintenance

- Monthly: add new subscriptions; note trial conversions; update changed emails (once, in Section 1).
- Quarterly: prune unused services; update costs; re-check disposition preferences.
- Annually: full review — ID expirations, platform legacy policies, emergency access, asset values.

> One rule: only ever give an AI tool the BLANK template. The filled version belongs in your Vault, and nowhere else.