# The Digital Financial Assets Module

The FIRM Guide (thefirmguide.com) — companion to The Recoverable Family.
Fill this in privately (any text editor or by hand), then store it in your Vault.


## Secure Guide Starter Template — Digital Financial Assets

> This template belongs in The Secure Guide, stored within The Vault. One entry for each digital asset or account. Access details, seed phrases, and wallet information must be protected with the same rigor as financial account credentials.

The decision rule for this Module: if a digital asset could be appraised, sold, or generate income for your heirs, it belongs here; if its value is personal, memorial, or identity-based, see the Digital Legacy Module. The stakes are unique — these assets can vanish completely and permanently. There is no customer-service line behind a hardware wallet, and no estate process unlocks one without the phrase; your heirs can rely only on what you leave them. So the first task is also the most urgent one in the book: confirm the recovery phrase is written, accurate, and stored — this is the only place where waiting can make an asset permanently unrecoverable. And if your family holds none of this, record that too: “none” is an answer that ends a search.

One rule, in its strongest form, because its absoluteness is its strength: no exchange, wallet maker, attorney, executor, tax preparer, or “support agent” — however knowledgeable, however urgent, however much they already correctly know — ever legitimately needs a recovery phrase spoken, typed into a site, photographed, or messaged. The request is the attack, every time; the answer is always no, and it needs no judgment under pressure. Two companions ride with it: the email that resets the exchange account is the second door — give it the strongest authentication the family uses anywhere; and estate administration is the hunting season — after a death, every “exchange notice,” “tax obligation,” and “recovery deadline” routes through the documented plan and verified contacts, never the message itself.

### Cryptocurrency Holdings

> e.g., coins on an exchange, a software wallet on a phone, a hardware wallet in a drawer. The holdings and their custody belong here; what happens to the accounts at death is the Digital Legacy Module's decision.

- Asset Type: 

- Approximate Holdings: 

- Storage Method: 

- Exchange or Platform Name: 

- Account / Wallet Address: 

- Login Credentials Location: 

- Seed Phrase Location: 

- Hardware Wallet Location (if applicable): 

- Notes: 

> Repeat for each cryptocurrency or wallet.

### NFTs and Digital Collectibles

> e.g., a collectible with real resale value on a marketplace. If the value is sentimental rather than market — digital art you made, family media — it belongs in the Digital Legacy Module instead.

- Asset Description: 

- Platform / Marketplace: 

- Wallet Address: 

- Approximate Value: 

- Access Instructions: 

- Notes: 

### Revenue-Generating Digital Properties

> e.g., a monetized video channel, a newsletter with paying subscribers, an online storefront, an affiliate site. A website that only advertises your services is not one — that is your business, and it lives in the Work History and Entities Modules.

- Property Name / Description: 

- Platform: 

- Approximate Monthly Revenue: 

- Login Credentials Location: 

- Monetization Method: 

- Continuation Instructions: 

- Notes: 

> Repeat for each property.

### Domain Names

> e.g., the family website's domain, one bought years ago that quietly accumulated value, the domain a revenue property runs on. Even a domain that just points at a hobby page belongs here — it is property with an expiration date.

- Domain Name: 

- Registrar: 

- Registration Expiration Date: 

- Auto-Renewal Enabled?: 

- Login Credentials Location: 

- Approximate Market Value: 

- Associated Website or Property: 

- Notes: 

### Intellectual Property with Active Income

> e.g., book royalties arriving now, licensed photography, a stock-music catalog paying quarterly. Latent value — the unpublished manuscript, unreleased recordings — belongs in the Entities Module; personal creative work with no market belongs in Digital Legacy.

- Description of Work: 

- Income Type: 

- Distributor or Platform: 

- Account / Contract Reference: 

- Login Credentials Location: 

- Notes: 

> For IP with significant latent value but no active income stream — unpublished works, unreleased recordings, proprietary software — see the Entities Module.

- Tags: 


## Family Guide Starter Template — Digital Financial Assets

> This template belongs in The Family Guide. It confirms what exists and where to look — without exposing wallet addresses, seed phrases, or credentials.

> In the matching Secure Guide section: per-category holdings — platforms, wallets, seed-phrase locations by reference.
>
> That detail is what makes recovery possible — and it is protected in the Vault, which opens with The Vault Key. The key is never written here, by design. The people listed on this page know how it is kept, and the steward's job is to keep that path current, so this page never leads to a locked door.

> This section confirms that our family holds digital financial assets. Details, credentials, and access instructions are documented in The Secure Guide, stored in The Vault.

### Assets We Hold
| Asset Category | Exists? | Notes |
| --- | --- | --- |
|   |   |   |
|   |   |   |
|   |   |   |
|   |   |   |
|   |   |   |

### Who to Contact — before taking any action; some assets require careful handling to avoid tax consequences or permanent loss
| Name | Role | Phone | Email |
| --- | --- | --- | --- |
|   |   |   |   |
|   |   |   |   |
|   |   |   |   |

> Important notes for heirs: Cryptocurrency and digital wallet assets cannot be recovered without the correct access credentials and seed phrase. Do not attempt to transfer, sell, or convert these assets without first locating the full access instructions in The Secure Guide. Treat any “exchange notice,” “tax obligation,” or “recovery deadline” that arrives after a death as suspect — verify through the contacts above, never through the message. And no one legitimate will EVER need the recovery phrase spoken, typed, or photographed. For the formal role and legal authority of the digital executor, see the Estate Plan Module.

### Additional Guidance